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TSMC to make advanced AI semiconductors in Japan

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141–150 of 197 posts

Re: TSMC to make advanced AI semiconductors in Japan

#141
post #42

Taiwanese politicians, like those under American-style democracy in many regions, only care about safeguarding their own interests and have no concern for how to protect the interests of the public. Once TSMC’s factories are completed in Japan and the United States and the technology is secured, Taiwan will no longer have any value worth protecting. Of course, the politicians can always take planes and leave in advan…

The US protected Taiwanese sovereignty for decades before they even had a single semiconductor fab. This idea of "the silicon shield" just shows a complete ignorance of the history of Taiwan and its place in the geopolitical order.

Trump has openly stated that there would be no military retaliation by the US in case of a Chinese invasion of Taiwan. Only an economic one. And we have seen what that is worth after the Krim was taken. It lasted a few years and then sanctions started getting dropped.

So the time of military US protection is behind us.

Re: TSMC to make advanced AI semiconductors in Japan

#142
post #126
post #23

Japan and America have now both gotten TSMC to commit to a decent level of domestic advanced-node fabrication. Meanwhile Europe only got 40k WSPMs of 12+ nm capacity: https://overclock3d.net/news/software/bringing_advanced_semi...

What you are suggesting is vertical integration. If Europe goes crazy, can do that. From start to finish this chip thingy can become "magic crystals from Europe" as they already have control over the tooling. How many billions it will take to build the fabs with these tools and hire the talent from all over the planet and put all that in special economical zones? I don't know but I bet its less than those who don't h…

> Europe is already a great place to build your life

Agreed. Its countries' long-standing equivalents of America First policies mean that they spend far more on their own citizens, import far fewer people, and leave most of the charitable, defence, and research spending to the US taxpayer. Good for them.

Re: TSMC to make advanced AI semiconductors in Japan

#143

Earlier quoted context omitted.

Your response is, completely expected, an appeal to outrage. You’re asserting that account age shouldn’t matter, and that any scrutiny is morally illegitimate. Nobody is discriminating against you. It’s just that account age is one of the few signals that an online platform has to go by. HN absolutely recognizes this in their policy, considering that they give new accounts an entirely different color to make them sta…

>Your response is, completely expected, an appeal to outrage. How do you react towards ageism and discrimination? >It’s just that account age is one of the few signals that an online platform has to go by. None of that invalidates or even addresses my arguments. It's still about exclusion of people based on account date rather than WHAT they say. >HN absolutely recognizes this in their policy, considering that they g…

Hey it's not just ageism, you're also anonymous!

Re: TSMC to make advanced AI semiconductors in Japan

#144

Earlier quoted context omitted.

>48-days old account Since when is the quality of arguments and the understanding of economics and politics tied to the age of your account? Is this how arguments are won here? Age discrimination goes against HN rules. Your opinion on global events is not automatically more correct than others just because you've been on HN 10 years longer than others. >posting doubious takes like this Universally recognized and fact…

Your response is, completely expected, an appeal to outrage. You’re asserting that account age shouldn’t matter, and that any scrutiny is morally illegitimate. Nobody is discriminating against you. It’s just that account age is one of the few signals that an online platform has to go by. HN absolutely recognizes this in their policy, considering that they give new accounts an entirely different color to make them sta…

Did you check what zodiac sign the account was created under too? That's another signal for you.

Re: TSMC to make advanced AI semiconductors in Japan

#145
post #95

Earlier quoted context omitted.

I think it can just take inaction, because it's a market that moves so fast and requires constant enormous investment to keep up. If you just do nothing within half a decade or so you'll be far behind the cutting edge and at that point the decline gains its own momentum

It is possible. But that seems out of character for the Europeans, they're pretty consistent about going the distance to make absolutely sure that the next new thing doesn't happen in Europe. It seems much more likely they had a suite of environmental, social and trade policies carefully calibrated to move semiconductor manufacturing somewhere else.

Part of it is simply the Euro being too strong. Taiwan has a (deliberately) undervalued currency that makes exports a lot more competitive, the EU does not.

It's a super simple strategy with profound effects but somehow still very underappreciated

Re: TSMC to make advanced AI semiconductors in Japan

#146
post #126

Earlier quoted context omitted.

What you are suggesting is vertical integration. If Europe goes crazy, can do that. From start to finish this chip thingy can become "magic crystals from Europe" as they already have control over the tooling. How many billions it will take to build the fabs with these tools and hire the talent from all over the planet and put all that in special economical zones? I don't know but I bet its less than those who don't h…

> Europe is already a great place to build your life Agreed. Its countries' long-standing equivalents of America First policies mean that they spend far more on their own citizens, import far fewer people, and leave most of the charitable, defence, and research spending to the US taxpayer. Good for them.

[deleted]

Re: TSMC to make advanced AI semiconductors in Japan

#147
post #122

Earlier quoted context omitted.

okay,the preceding paragraph I referenced of yours was > It's the same with arms purchases now. France blocked Ukraine from using its money to buy British made weapons that are already available, since it expects that money to go back into the French economy, not to the economy of a competitor, even if the much needed weapons will arrive much later. Which you the followed up with > Yeah I know, UK isn't EU anymore, b…

>unfounded opinion pieces with no collaborating evidence My evidence was (as you typed it yourself) that with the war in Ukraine and arms demand flourishing, France only spends money on subsidies with the guarantee that money is going back towards its own economy, as does every other major EU economy, not just for arms, but for semiconductors too. If you were too thick to get that, or you refuse to belive it on some…

Yes, and you then followed it up with pointing out yourself how this is just your unfounded opinion because the example you cited doesn't actually reflect the situation you extrapolated to, because the UK is not part of the EU

Re: TSMC to make advanced AI semiconductors in Japan

#148
post #126

Earlier quoted context omitted.

What you are suggesting is vertical integration. If Europe goes crazy, can do that. From start to finish this chip thingy can become "magic crystals from Europe" as they already have control over the tooling. How many billions it will take to build the fabs with these tools and hire the talent from all over the planet and put all that in special economical zones? I don't know but I bet its less than those who don't h…

> Europe is already a great place to build your life Agreed. Its countries' long-standing equivalents of America First policies mean that they spend far more on their own citizens, import far fewer people, and leave most of the charitable, defence, and research spending to the US taxpayer. Good for them.

I kind of agree that "America First" policies tend to be Europeanization type policies and as a result quite un-American and that's also why USA will end up like Europe if it keeps course.

Europe is great in many ways but lacks the dynamism exactly because of its highly controlled immigration policies instead of free market ones. Bureaucrats actually are terrible at picking who should come. A major example are the Turkish immigrants to Germany, where they imported huge numbers of Turkish immigrants for their booming car industry in the 60s and instead of just treating them like normal people they did this "guest worker" thing and as a result those Turks failed to integrate and remained in the low socioeconomic status with exception for some high profile cases like the inventors of the mRNA vaccine or the Crysis founders. In other places like UK or USA, Turkish immigrants tend to have much higher socioeconomic status.

If EU end up doing its chip and energy industry push, better be following the pre-Trump era immigration policies because that's how USA got is all the workforce that make USA leap ahead in many industries. Some French or Swedish immigration officer would not be picking people better than industrialists or startup founders. Immigration and its integration are not Europe's strong traits.

Re: TSMC to make advanced AI semiconductors in Japan

#149
post #44

Earlier quoted context omitted.

Germany squandered so much money on nonsense, when they could have simply driven the few kilometers over to Eindhoven and bought an ASML machine for "Silicon Saxony". Sure, it would have taken years and years and serious commitment by the government and private sector to make that a successful move. But instead of putting in the hard work with a clear vision for the future, we mostly spend our time whining and wailin…

High-end chips should be more of a EU concerted effort rather than every country for itself. The problem is that unlike Airbus, which (highly inefficiently) can be made in multiple countries, you can't really spread out parts of a fab that way. The most you can do is fab machines + chips + chip packaging. Netherlands already has fab machines and in packaging there isn't a high margin. That leaves chips, and you can b…

EU has a solid path of a lot of money to be spent in the next 5-20 years. Chips, AI, advanced weaponry, more advanced weaponry etc. If there was a program where everyone gets a slice, I'm sure it would work - a bit like ESA. It is doing it piecemeal that runs into the very problem you describe.

Re: TSMC to make advanced AI semiconductors in Japan

#150
post #111

Earlier quoted context omitted.

No thanks. Look across the Atlantic for what will eventually happen once you concentrate the power. I say the power should remain close to the people, decentralized and democratic, not centralised and concentrated.

The EU is exactly the image of a central government and worse of it all, its bureaucrats are not elected by anyone so you get bullshit like the zombie Chat control coming back every 2 months. The most dysfunctional system of all.

I'll take the EU over US, China, UN or any other bit bureaucracy you can think of. And I'll take the EU over ni EU as well.
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