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AMD CEO sees chips from TSMC's US plant costing 5%-20% more

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Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#681

Post by esafak »

alberth wrote: post #667

A lot of people misunderstand why companies outsource to Asia. It’s not just about cost—it’s actually more so about manufacturing expertise. Asia has a massive pool of highly skilled manufacturing talent, and that kind of deep expertise is something the U.S. is quickly forgetting. So my question is: with TSMC building a fab in the U.S., are Americans actually getting retrained in real manufacturing skills? Or are the…

First you learn to push the buttons, then you learn why, presuming you have the capacity to understand (i.e., a qualified person was hired).

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#682

Post by motorest »

maxdo wrote: post #659
motorest wrote: post #635

Earlier quoted context omitted.

> If that is the cost of keeping the value within the western economies, we should pay. Plain and simple. I'd even argue it's cheap. No, that is not the cost of keeping "the value" within western economies. It would be the cost of granting the US a leverage against the collective west. The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to…

Right , just to remind that China is the country that supports Proxy wars with west ( Ukraine ), supports Iran , a country that placed tariffs on whole industries, like cars, software , spy and buy technology to replace anything advanced. A country willing to cut mineral supply anytime they don’t like anything is good partner and friend of EU , lol, how delusional someone can be ? Even current US Administration sends…

> Right , just to remind that China is the country that supports Proxy wars with west (...)

The current US administration directly and very overtly threatens two NATO members with invasion and annexation.

I personally can't interpret Trump administration's insistence on supporting Russia on all fronts alongside its enthusiastic push to completely cut military support for Ukraine as anything other than something far more damaging to the collective west's protection than whatever support China or even North Korea is providing to Russia.

There is no way to spin this: the US is the biggest threat to the collective west, not only by reneging on their obligations towards their allies in general and NATO in particular but also by it's clear and very overt threats.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#683

Post by motorest »

maxdo wrote: post #669
rfrey wrote: post #661

Earlier quoted context omitted.

> without west being united If that is true, perhaps the US should stop destroying the western alliance.

perhaps lot of european people need to have a wake up call. Europe is involved in a proxy war of China vs US. where EU associate member is fighting with china proxy, Russia. Other proxies are Iran with their satelites, without china neither Iran or Russia would not survive current wars they sponsor agaist west. as much as I hate current US admin, they push to increase NATO spending etc. how is that not "uniting" ?

> perhaps lot of european people need to have a wake up call.

You haven't been paying attention. Even to this thread.

Let me be very clear: The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to the collective west than the likes of China.

Therefore, let the US keep their backyard TSMC. It changes nothing. It helps nothing. It is not to be trusted.

That is the wake-up call.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#684

Post by rob_c »

motorest wrote: post #682
maxdo wrote: post #659

Earlier quoted context omitted.

Right , just to remind that China is the country that supports Proxy wars with west ( Ukraine ), supports Iran , a country that placed tariffs on whole industries, like cars, software , spy and buy technology to replace anything advanced. A country willing to cut mineral supply anytime they don’t like anything is good partner and friend of EU , lol, how delusional someone can be ? Even current US Administration sends…

> Right , just to remind that China is the country that supports Proxy wars with west (...) The current US administration directly and very overtly threatens two NATO members with invasion and annexation. I personally can't interpret Trump administration's insistence on supporting Russia on all fronts alongside its enthusiastic push to completely cut military support for Ukraine as anything other than something far m…

Grow up. The US is posturing compared to China that puts boots on the ground and fires at ships belonging to "allies".

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#685

Post by vimy »

motorest wrote: post #682
maxdo wrote: post #659

Earlier quoted context omitted.

Right , just to remind that China is the country that supports Proxy wars with west ( Ukraine ), supports Iran , a country that placed tariffs on whole industries, like cars, software , spy and buy technology to replace anything advanced. A country willing to cut mineral supply anytime they don’t like anything is good partner and friend of EU , lol, how delusional someone can be ? Even current US Administration sends…

> Right , just to remind that China is the country that supports Proxy wars with west (...) The current US administration directly and very overtly threatens two NATO members with invasion and annexation. I personally can't interpret Trump administration's insistence on supporting Russia on all fronts alongside its enthusiastic push to completely cut military support for Ukraine as anything other than something far m…

China is actively supporting the Russian army. They don't want Russia to lose. The Russians won't stop in Ukraine. It can't be more clear than this which country is a greater danger to the West.

> Chinese Foreign Minister Wang Yi told the European Union’s top diplomat that Beijing can’t accept Russia losing its war against Ukraine as this could allow the United States to turn its full attention to China, an official briefed on the talks said, contradicting Beijing’s public position of neutrality in the conflict. https://edition.cnn.com/2025/07/04/europe/china-ukraine-eu-w...

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#686

Post by rob_c »

maxdo wrote: post #660
ezst wrote: post #641

Earlier quoted context omitted.

Yeah, that ship sailed the second time Americans voted for him.

Sure , trump administration trying to protect associate members of eu is not as good partner as China who directly support Russia , Iran and other country trying to wipe west, very logical

Don't worry they're just upset that the cheap toys from foxcon suicide plants are going to get out of reach. Once everything dies down the people complaining will find something else to moan about. Prices will normalise regardless of where things are manufactured that's the result of supply and demand. If people aren't willing to pay a bit extra maybe they never really needed luxury good X. Ofc there's fools who over optimized their supply chain in the name of "modern economics of growth" and they'll get a wake-up call about stability and not bowing to shareholders. It's just a shame for most that that lesson will be in the form of layoffs and bankruptcy vs a CEO digging deep and personally reinvesting back in the company they're supposed to believe in.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#687

Post by FuriouslyAdrift »

api wrote: post #677
alberth wrote: post #667

A lot of people misunderstand why companies outsource to Asia. It’s not just about cost—it’s actually more so about manufacturing expertise. Asia has a massive pool of highly skilled manufacturing talent, and that kind of deep expertise is something the U.S. is quickly forgetting. So my question is: with TSMC building a fab in the U.S., are Americans actually getting retrained in real manufacturing skills? Or are the…

Was the US ever a major manufacturer of even pre-IC solid state electronics? I was born in 1978 and was really into Heathkits and breadboard projects and stuff when I was a child and early teen. My dad was (and still is) an analog electronic engineer and gave me lots of surplus oscilloscopes and frequency counters and other coolness too. I distinctly remember often seeing "Made in Korea," "Made in Japan," "Made in Ta…

It was called silicon valley for a reason. From the 1950s until the 1980s, the US was the dominate manufacturer of integrated circuits and the the origin of most fo the technology.

Everything started to globalize starting in the late 1970s to early 1980s which really kicked off with the end of the gold standard and the Volker Shock.

The Japanese and Germans, which had IC industry already, picked up steam and started to export as the economics changed.

China, Korea, Vietnam, etc. are recent entries (2000s)

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#688

Post by rob_c »

motorest wrote: post #683
maxdo wrote: post #669

Earlier quoted context omitted.

perhaps lot of european people need to have a wake up call. Europe is involved in a proxy war of China vs US. where EU associate member is fighting with china proxy, Russia. Other proxies are Iran with their satelites, without china neither Iran or Russia would not survive current wars they sponsor agaist west. as much as I hate current US admin, they push to increase NATO spending etc. how is that not "uniting" ?

> perhaps lot of european people need to have a wake up call. You haven't been paying attention. Even to this thread. Let me be very clear: The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to the collective west than the likes of China. Therefore, let the US keep their backyard TSMC. It changes nothing. It helps nothing. It is not to be…

> It changes nothing. It helps nothing. It is not to be trusted.

Not when people are being absolutist rather than taking the situation for what it is and doing the best they can with it.

Tariffs or no the US wants back in on the construction/manufacturing industry. This is something that should be seen as a good thing. I just wish the EU was so visionary but we're worried about recycling plastics (when we don't use the plastic) or curtailing bad think (rather than open dialogue)...

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#689

Post by motorest »

vimy wrote: post #685
motorest wrote: post #682

Earlier quoted context omitted.

> Right , just to remind that China is the country that supports Proxy wars with west (...) The current US administration directly and very overtly threatens two NATO members with invasion and annexation. I personally can't interpret Trump administration's insistence on supporting Russia on all fronts alongside its enthusiastic push to completely cut military support for Ukraine as anything other than something far m…

China is actively supporting the Russian army. They don't want Russia to lose. The Russians won't stop in Ukraine. It can't be more clear than this which country is a greater danger to the West. > Chinese Foreign Minister Wang Yi told the European Union’s top diplomat that Beijing can’t accept Russia losing its war against Ukraine as this could allow the United States to turn its full attention to China, an official…

> China is actively supporting the Russian army. They don't want Russia to lose. It can't be more clear than this which country is a greater danger to the West.

The Trump administration is overtly cutting support from Ukraine while pressuring Ukraine to capitulate to Russia. At the same time it's also pushing for sanctions to be lifted and economic times with Russia to be normalized. Trump went to the extreme of pressuring the G7 to admit back Russia.

What do you call that?

China supporting glorified golf cars doesn't hold a candle to the damage that the US has done to peace in Europe and the collective west's interests in security.

Re: AMD CEO sees chips from TSMC's US plant costing 5%-20% more

#690

Post by selimthegrim »

maxdo wrote: post #659
motorest wrote: post #635

Earlier quoted context omitted.

> If that is the cost of keeping the value within the western economies, we should pay. Plain and simple. I'd even argue it's cheap. No, that is not the cost of keeping "the value" within western economies. It would be the cost of granting the US a leverage against the collective west. The US proved to be a very unreliable and outright hostile partner. At this point, it is not clear whether the US is more hostile to…

Right , just to remind that China is the country that supports Proxy wars with west ( Ukraine ), supports Iran , a country that placed tariffs on whole industries, like cars, software , spy and buy technology to replace anything advanced. A country willing to cut mineral supply anytime they don’t like anything is good partner and friend of EU , lol, how delusional someone can be ? Even current US Administration sends…

>collective west

Rossiya-1 viewer/bot sighted

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