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TSMC to make advanced AI semiconductors in Japan

apnews.com

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Re: TSMC to make advanced AI semiconductors in Japan

#61

Post by assaddayinh »

avhception wrote: post #29
kyboren wrote: 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...

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…

Cultural failure on a massive scale

Re: TSMC to make advanced AI semiconductors in Japan

#62

Post by joe_mamba »

chvid wrote: post #36
kyboren wrote: 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...

ASML and its mostly European suppliers is still the key chokepoint that prevents highend semiconductor fabrication from moving to China.

Except China has fabs on smaller nodes than Europe, so why can't Europe?

Re: TSMC to make advanced AI semiconductors in Japan

#63

Post by simianparrot »

virgildotcodes wrote: post #52
15155 wrote: post #49

Earlier quoted context omitted.

[flagged]

If every time you’re shown an inkblot you see right wing talking points materialize in front of your eyes, it may be time to take a break from social media.

If you think net zero’s failures are a right wing talking point it might be you failing the Rorschach test

Re: TSMC to make advanced AI semiconductors in Japan

#65

Post by brutalc »

Waterluvian wrote: post #16
tzahifadida wrote: post #12

Earlier quoted context omitted.

Disagree. Making the world less centralized to TSMC chips makes less incentive to invade at the near future. There is no strategic upside to do it right now. If nothing else, to me it seems china is a strategic mover, and will not sacrifice anything for no strategic value.

That’s a deeply oversimplified understanding of Taiwan and reunification. There’s so much good reading on the topic out there and it’s really worth even just skimming the surface of it.

[dead]

Re: TSMC to make advanced AI semiconductors in Japan

#66

Post by throwaway_20357 »

danielbln wrote: post #33
avhception wrote: post #29

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…

The only forward facing government that actually had a drive to change anything useful for the future broke apart with internal squabbles, with a big part of it by the market liberals torpedoing things left and right. And now we're back to a government of stand still, like we did the almost two decades before. We get what we deserve.

Not sure what you're talking about. The last "forward facing" government was about 50y ago, the last one at least driving meaningful reforms almost 25y ago. To me it seems the more Europe got integrated, the more Germany lost the plot.

Re: TSMC to make advanced AI semiconductors in Japan

#67

Post by sehansen »

simianparrot wrote: post #63
virgildotcodes wrote: post #52

Earlier quoted context omitted.

If every time you’re shown an inkblot you see right wing talking points materialize in front of your eyes, it may be time to take a break from social media.

If you think net zero’s failures are a right wing talking point it might be you failing the Rorschach test

Bringing up net zero in a thread about semiconductor manufacturing is a complete non sequitur. Fabs run on electricity which is quite easy produce without emitting any CO2.

Re: TSMC to make advanced AI semiconductors in Japan

#68

Post by colechristensen »

contrarian1234 wrote: post #51
yanhangyhy wrote: post #18

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…

Right now is an AI goldrush. They can get crazy lucrative investments and lock in amazing deals. In a decade the Chinese tech will catch up and the AI boom will slow down and the Taiwanese will have to coast on what they have. They have to capitalize on this moment as much as they can b/c it's not going to last long. Things are going to get much tougher very soon

If there aren't significant changes in the trajectory of world politics the people in charge might just be planning their exit to the fabs they're building in Japan and the US.

Re: TSMC to make advanced AI semiconductors in Japan

#69

Post by [deleted] »

simianparrot wrote: post #63
virgildotcodes wrote: post #52

Earlier quoted context omitted.

If every time you’re shown an inkblot you see right wing talking points materialize in front of your eyes, it may be time to take a break from social media.

If you think net zero’s failures are a right wing talking point it might be you failing the Rorschach test

[deleted]

Re: TSMC to make advanced AI semiconductors in Japan

#70

Post by mrweasel »

qwertytyyuu wrote: post #58

Isn’t Japan even more earthquake prone than Taiwan? Is that a good idea for the most sensitive electronics known to man?

I was going to ask if TSMC just have some weird earthquake fetish.

Realistically it's probably just that Japan is politically stable and safer than the other options in the area, while remaining fairly close to the rest of the supply chain.

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