Does the CHIPS act have anything to do with making this happen? It's funny to think that the supply chain gurus at Apple & NVIDIA may be doing the work of geopolitics in the service of just defending their bottom line from disruption.
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TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
51–60 of 543 posts
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#52Quoted post unavailable.
What? Is the USA going to sell their chips to China? Because when Taiwan gets invaded the Fabs will be destroyed and/or made inoperable with no way to get them functional again.
China is already working on their own chips. It’s only a matter of time before it’s good enough.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#53I love how “we can’t make chips in the US anymore it’s impossible” was something we heard only a few years ago.
Yes I thought advocating for bringing manufacturing back onshore meant you were an economic illiterate and a xenophobe. I guess that was before supply-chain security became important and the only consequence was the people that dont matter losing their jobs.
It's also impossible to bring back horses as main vehicle of transportation until you have a civilisation collapse and can't viably produce machinery and fuel in large scale.
I find it unfortunate that we are going back into a partitioned world but let's hope it brings competing ideas at least. I'm even a bit excited about it, as long as it stays a cold war and doesn't turn into WW3 and stays as a competition in everything like during the cold war.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#54Earlier quoted context omitted.
They're also building a fab in Japan and that one seems to be progressing much faster. About the Invasion of Taiwan, I kinda doubt it. They just had local elections and the president Tsai said it would be a referendum on her stance against China[1]. IF that is really the case then it seems like the Taiwanese people have voted against being turned into another Ukraine.[2] I am not currently in Taiwan, but a couple of…
The US has less "skin in the game" now that the TSMC core tech can be found on US soil - that's what the parent and me are referring to. Taiwan is not able to defend itself without US aid. ps. I'm not in the valley and it's not about "hawkish" views, it is pure power-play.
How much tech is there that wasn't there before that isn't ASML, NXP, etc. tech?
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#55Quoted post unavailable.
What? Is the USA going to sell their chips to China? Because when Taiwan gets invaded the Fabs will be destroyed and/or made inoperable with no way to get them functional again.
> Because when Taiwan gets invaded the Fabs will be destroyed and/or made inoperable with no way to get them functional again.
You can't know that. Taiwan might plan to do this, which China surely anticipates, thus in any invasion plans would be made to stop it - paratroopers dropping on top to seize control quickly during the night, covert operatives swooping in to take out critical personnel in charge of sabotage, etc. etc.
> Is the USA going to sell their chips to China?
China is already working on improving their own industry and reducing reliance on imports.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#56Quoted post unavailable.
What? Is the USA going to sell their chips to China? Because when Taiwan gets invaded the Fabs will be destroyed and/or made inoperable with no way to get them functional again.
> Because when Taiwan gets invaded the Fabs will be destroyed and/or made inoperable with no way to get them functional again.
And as long as this fucks us, we will be extremely protective of Taiwan.
Once USA is silicon-independent, we'll have one less reason to threaten China with war, and China will have one less reason not to invade.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#57Quoted post unavailable.
They're also building a fab in Japan and that one seems to be progressing much faster. About the Invasion of Taiwan, I kinda doubt it. They just had local elections and the president Tsai said it would be a referendum on her stance against China[1]. IF that is really the case then it seems like the Taiwanese people have voted against being turned into another Ukraine.[2] I am not currently in Taiwan, but a couple of…
> With all those (western) reports of the US running out of ammunition because Ukraine uses in 3 days what the US produces in 1 month[4], and given how isolated Taiwan is on a map I wonder how wise the whole endeavour really was.
Maybe that’s one of the reasons why china was so supportive of the invasion. It’s a test of Americas ability to supply a war (in proxy).
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#58Poor Taiwanese people... their security insurance has just been cancelled.
I wonder how many days after the first successful batches of chips coming out of the Arizona fab will China invade Taiwan.
I do hope not, but realistically: with high-end chips being made on US soil, the US will have very little interest in protecting Taiwan, apart from maybe blocking China from also acquiring the tech.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#59Earlier quoted context omitted.
Already being planned by Intel. They're building a new leading edge fab in Magdeburg, Germany [1]. This is backed by the new European Chips Act [2]. Wheels have started turning very quickly with regards to home-grown semiconductors in 2022. [1] https://www.intel.co.uk/content/www/uk/en/newsroom/news/eu-n... [2] https://ec.europa.eu/commission/presscorner/detail/en/ip_22_...
If Intel is not good enough for US, why would it be good for EU? It's clear that EU did what US wanted instead of what would be in its interest.
Intel has lots of leading edge fabs in the US and continues to build them. They made some business mistakes around not opening up their chip design the way ARM enabled ... but the tech capacity is all there. Now they are doing contract production for chips that they did not design so I expect them to catch up in a few years.
Re: TSMC to make 4nm chips in Arizona for Apple, AMD, Nvidia
#60Hopefully 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.
> We're experiencing the hard way how's like depending on the energy and resources of warmongering criminal dictators I'm not sure we're learning, though. At the moment, it seems that we are not only still buying the energy and resources from said warmongering criminal dictators (thus funding their war of aggression), but also setting up institutions to patrol gas pipelines, so that said dictator cannot blow them up…
> (thus funding their war of aggression)
I see this repeated as a matra, in a way of Carthago delenda est.
But it is not true. Said warmongering dictators do not need dollars or euros to wage any war. The entire chain of the war machine is in local currency, backed by local resources. They do not need anything there, that has to be bought for dollars or euros. They are not some third would countries that have to buy their weapons abroad.
By repeating this mantra, we are only lying to ourselves.