Earlier quoted context omitted.
Morris Chang != Terry Gou
Morris retired a few years back
he left TSMC with a good management and more trust worthy than Foxconn.
TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
231–240 of 438 posts
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#232Earlier quoted context omitted.
China won't march into Taiwan until they can win a naval war with the US to keep the US from retaliating. And if China can do that, they won't have to march into Taiwan. 2050 Indo-pacific naval war is my prediction.
Just broadcast the entire battle on the world stage and we shall watch the show. No human deaths, no civilian casualties, the whole battlefield would be completely remote controlled, streaming in a 128K VR extravaganza. I think the future of war sounds fun.
No way the future will only be robot vs robot in some sterile symbolic chess game. The endgame is robots getting past robots to kill people.
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#233Earlier quoted context omitted.
Isn't Intel's fab always better than TSMC's? Intel 10nm competes with TSMC's 7nm
By the time Intel gets anywhere near the 10nm production volume that TSMC does on 7nm right now, TSMC will probably already be moving to 5nm. Its also difficult to say that "Intel 10nm competes with TSMC's 7nm" because in so many ways, it doesnt. Ice Lake server was supposed to be out this year with a new microarchitechture (the first since Skylake), but still is nowhere to be seen (though it certainly seems likely t…
agree. AMD 4000 mobile chip already win a lot of praises even tho TSMC 7nm supposed to be inferior compare to Intel 10nm. we are talking about 7nm in production right now compare to Intel still struggling with 10nm and squeezing 14nm forever. its a win for TSMC. by the time Intel 10nm is on mass production, TSMC 5nm or even 3nm will be out.
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#234Earlier quoted context omitted.
What makes up the price differential?
Employee salaries.
This is correct. Taiwan has a huge pool of silicon engineers and their salaries have roughly stayed stable over the years. Interestingly, because of this, a lot of engineers have been moving to China to seek greener pastures (make more money) [1].
[1] Taiwan’s brain drain: semiconductor engineers head to China, https://www.ft.com/content/6eab0c1c-167f-11ea-9ee4-11f260415...
Edit: Original article was Taiwan loses 3,000 chip engineers to 'Made in China 2025' (https://asia.nikkei.com/Business/China-tech/Taiwan-loses-3-0...)
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#235I think Europe would do well to thing about getting TSMC to build a fab in Europe, especially as a lot of the tools are already built here.
Good to see the American government still functions in one way or another...
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#236Earlier quoted context omitted.
Counterpoint: If the PRC takes over now, they own the process technology NVIDIA and AMD depend on. They can tell the Americans to go pound sand, good luck on your next supercomputer project, and dedicate all production to Chinese origin designs - with a helping of industrial espionage for a kick start. That’s a pretty powerful incentive for aggression that would be reduced if TSMC’s operations were more distributed.…
China doesn't need that technology very badly, if they can just stay making CPUs they'll be able to figure a GPU architecture eventually. Don't forget that Chinese Kirin CPUs have and will outcompete Qualcomm and Samsung.
I don’t doubt it. There will be a slowing convergence and eventually one curve will overtake the other and one day a Chinese design is the fastest GPU.
What I’m talking about is the capability of instantly kneecapping the US tech industry. A sudden differential advantage created by denying capabilities to your adversary. That’s what makes the current semiconductor situation a geopolitical tinder box.
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#237Earlier quoted context omitted.
> Never mind the civil unrest, the entire world would bail out of China. That is not clear.. at all. Europe, Canada, Australia, New Zealand -- the non-US western allies -- have all known exactly what China's end goal is and have down jack diddly squat to put pressure on them. The only thing preventing China from taking out Taiwan is the United States. Europe and the rest of the world is too cowardly to even do anythi…
You are being downvoted but what happened with Crimea proves your point.
What did the US do to prevent Russia "taking out" Crimea that the cowardly rest of the world didn't?
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#238Actually, this is true. The big question is what's going on behind the scenes. China has been busy building up its own supply chain after the U.S. closed off shipments of any U.S.-based R&D to Huawei last summer. It also has made statements that Taiwan is part of China since then, which has left the U.S. without an advanced-node fab. Intel is at least a node behind both Samsung and TSMC, and the U.S. has no trusted f…
> So this will happen. The big question is who's funding this move.
Indeed, hearing this was a shock to me.
$12B would be a double digit of their capex plan for the decade.
Them committing even to basic operation in the Arizona plant would mean to take double digit percentage off their existing 5nm, 3nm plant plans, or having this money come from the outside.
Also take this, their CapEx plan for the decade is entirety committed to the sprint towards 2nm. And even with all those money raised, and after going to bond market, they were already signalling that they have to raise even more money, or the 2nm may not happen.
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#239Earlier quoted context omitted.
> I actually don't know as much as I should about the Falkland Islands War, other than the UK took a decent amount of losses surprisingly. Good summary, actually! :) Argentina and Britain lost about the same number of ships, with Britain having an edge on the air war. British troops marched into Port Stanley with dysentery from drinking bog water, but defeated the Argentine conscripts. Ignoring Argentine military and…
Nice summary. Any books to recommend? My military history has a few gaps in it, and the Falkland Islands War is one of the most prominent.
You can watch a few videos on Youtube and piece things together.
The most fascinating interviews are with the Argentine mechanics, who because of the French embargo, mounted the Exocets on hand-made launch rails, and the Argentine pilots who used them to devastating effect.
Some subjects:
0. The failed diplomatic effort to avoid war (the Argentine diplomats were too busy drinking cocktails to negotiate with the British diplomats. Very macho!)
https://www.youtube.com/watch?v=V887sYcmIAc @15:30
1. The race to get the obsolete Vulcan bombers ready:
https://www.youtube.com/watch?v=u8FEmLVHE_w
2. The war itself:
https://www.youtube.com/watch?v=V887sYcmIAc
3. The remarkably successful Argentine Air Force operations:
https://www.youtube.com/watch?v=fUx9HtNqd3E
- Exocet launch against Sheffield @8:17
- Exocet launch against Atlantic Conveyor @10:30
- (The Ardent was also bombed and destroyed, probably with gravity bombs.)
4. Mark Felton's video on a returning Vulcan seized by Brazil:
https://www.youtube.com/watch?v=ng_X2dHJpZ4
I'll see if I can find the Argentine mechanics interview later.
Re: TSMC Announces Intention to Build and Operate Advanced Semiconductor Fab in U.S.
#240Earlier quoted context omitted.
China marching into Taiwan would be a losing move. Never mind the civil unrest, the entire world would bail out of China. Japan, Korea, Vietnam, Malaysia, Singapore and Thailand + India would be even more alerted than they are right now with HK situation. The narrative in these countries is quickly evolving. CCP is over playing their hand by engaging in asymetrical trade.
> Never mind the civil unrest, the entire world would bail out of China. That is not clear.. at all. Europe, Canada, Australia, New Zealand -- the non-US western allies -- have all known exactly what China's end goal is and have down jack diddly squat to put pressure on them. The only thing preventing China from taking out Taiwan is the United States. Europe and the rest of the world is too cowardly to even do anythi…
It's definitely true for Europe being absolutely spineless when push comes to shove.
The EU couldn't even put pressure on Erdogan let alone on Xi.
China has been buying influence here for years, especially through the poorer countries that were alienated by the strict austerity measures imposed by the bigger powers.
The nature of the EU politics where a single country has the power to veto the rest is a massive loophole that China is happily exploiting.
The fact that every EU country has different interests and agendas is a huge problem that results to the union never aligning on anything critical.
Just look how the refugee crisis was handled. Affected countries were crying for help and the others were like "sucks for you bro".