TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia

Post by deltaseventhree » Thu, Dec 01, 2022, 6:34 PM UTC

markus_zhang wrote: post #286

deltaseventhree wrote: post #271

Earlier quoted context omitted.

It is categorically NOT a huge win for the stock. This is all happening because of US subsidies. The US has more expensive workers who are overall worse at the job and don't have the expertise to be compete with the people in Taiwan. The subsidies only make this a viable option for political reasons. The decision to create a fab in Arizona is strictly speaking unprofitable and essentially a economically irrational mo…

I see this as a bargaining chip between US and China. Both sides "win".

Post by deltaseventhree » Thu, Dec 01, 2022, 6:36 PM UTC

mixmastamyk wrote: post #339

deltaseventhree wrote: post #271

Earlier quoted context omitted.

It is categorically NOT a huge win for the stock. This is all happening because of US subsidies. The US has more expensive workers who are overall worse at the job and don't have the expertise to be compete with the people in Taiwan. The subsidies only make this a viable option for political reasons. The decision to create a fab in Arizona is strictly speaking unprofitable and essentially a economically irrational mo…

Short-sighted comment. You know how you develop expertise? That’s right, you invest in it.

Post by coredog64 » Thu, Dec 01, 2022, 6:37 PM UTC

deltaseventhree wrote: post #368

boc wrote: post #357

Earlier quoted context omitted.

> The US has more expensive workers who are overall worse at the job and don't have the expertise to be compete with the people in Taiwan. Putting the rest of your statement aside, this is a very silly thing to say. The United States invented the IC and started silicon age. Integrated circuits made in Silicon Valley were literally on the moon at the same time that Taiwan was still an incredibly poor country living un…

Things change. As of right now the US can't compete. In the past the US could compete, but that doesn't speak to the status quo. In the future the US may change but this is unknown. It may very well be the US will never recover. This is a realistic possibility. Either way the status quo is that the US is currently inferior to Asia in terms of semiconductors.

Post by [deleted] » Thu, Dec 01, 2022, 6:38 PM UTC

anotherman554 wrote: post #333

macspoofing wrote: post #259

Earlier quoted context omitted.

>Apple spent something like a half-trillion on share buybacks. They could have averted this crisis a decade ago by thinking strategically. I don't understand the fixation on this. Share buybacks strengthen the stock price of the company, which the company can leverage in the future to raise more capital if needed (by re-releasing new shares to the market). From that perspective, they are better than dividends. Beside…

"Share buybacks strengthen the stock price of the company, which the company can leverage in the future to raise more capital if needed (by re-releasing new shares to the market). From that perspective, they are better than dividends." You are confused. A 100 dollar company with 100 shares outstanding, each worth 1 dollar, is not better able to raise capital than a 100 dollar company with 50 shares outstanding, each…

Post by loufe » Thu, Dec 01, 2022, 6:38 PM UTC

huijzer wrote: post #90

squarefoot wrote: post #24

Hopefully we'll do something like that here in the EU too. We're experiencing the hard way how's like depending on the energy and resources of warmongering criminal dictators; it would be wise to start moving away from technological dependence on China asap.

Actually, Europe is doing pretty good due to having a monopoly on making chip making machines via ASML in the Netherlands which relies heavily on Carl Zeiss in Germany. Fun fact by the way, at some point Japan and Europe were very close in state-of-the-art semiconductor manufacturing while the US didn’t have the capabilities anymore because it was outcompeted by Japan. At that point, the US donated funds and 20 years…