I don't know about celebrating, but if people are consistently lying and spreading propaganda and lies and deceit, I am certainly not going to cry if they get killed over their own hubris......and self importance....same as if Tucker Carlson got it - wouldn't celebrate, wouldn't miss him either. DD
Taiwan is building fabs in the US. The US is really doing a good job of bringing back chip manufacturing. https://www.theregister.com/2022/12/08/tsmc_founder_globalization/ Morris Chang reportedly made the comments at Tuesday's ceremony for TSMC's advanced chip manufacturing site in Arizona, where the company plans to spend roughly $40 billion to open a 4nm fab in 2024 and a more sophisticated 3nm plant in 2026. The company said the Arizona fab plan represents "one of the largest foreign direct investments in the history of the United States." "Twenty-seven years have passed and [the semiconductor industry] witnessed a big change in the world, a big geopolitical situation change in the world. Globalization is almost dead and free trade is almost dead. A lot of people still wish they would come back, but I don't think they will be back," said Chang
Taiwan still has its latest and greatest fabs planned inside Taiwan. The first module that just broke ground in Phoenix will focus on chips currently out. In a sense, our plants will always be 1-1.5 gens behind Taiwan's. The other thing is that while TSMC publicly gives full enthusiasm and vision to the plants here, they privately worry about whether their Taiwanese model will scale up in the US. Biggest are cost concerns (1:3 wage ratio...Taiwanese as a whole are ridiculously underpaid), culture differences with mgmt costs to wrangle them (8 hr work/life balance vs...), and material costs (just more expensive here + regulations). Unlike Foxconn in Wisconsin, the US will likely cover overruns implicitly but running it as a business model is still a critical problem to solve as again semi fabs are cut-throat with extremely low margins.
Did you miss the December announcement where TSMC said they'll be producing their >3nm chips here in Arizona on the second plant? Us will have the most advanced chips around 2025 being made in Arizona
They're making 3nm chips in Taiwan rn. https://www.reuters.com/technology/...uction-most-advanced-chips-taiwan-2022-12-29/ I mean "2nd best" is still crucial as mobile and server manufacturers mostly hog up the most cutting edge wafers. But we're talking about the US, West, and China "catching up".
https://www.fierceelectronics.com/sensors/tsmc-build-second-arizona-plant-3nm-process-chips The Arizona plant is going make 3nm? And blame our neoliberal politicians for wasting decades. Obama was responsible for alot of the chips outsourcing at the time. Obama was a bad president
Time tables homie. What's the latest and greatest Right Now will be the 2nd latest and greatest in 3 years.
They said that the newest fab in Arizona will make the latest version of what's being made in Taiwan. The commerce department is working alongside homeland security to even help with visas and bring engineers from Taiwan over to Arizona. Bidens commerce cabinet Gina is on point and has made it her #1 priority. I think you're confusing the fab centers in Arizona. They announced two centers. One will be ready sooner and will make older chips. The newest factory is coming online in 25-26 and will manufacture the most advanced.
Ok you were right. By 25 they plan to roll out 2nm which Arizona will launch 3nm. Interesting. Once the China tensions really heat up they'll have no choice but to move it to Arizona wouldn't they?
Taiwan doesn't have a lot going for its self defense. Maintaining chip supremacy is a big tangible reason why American parties would come to its defense rather than just lipservice, like Trump gave to Hong Kong while selling them out on the dl. The chance of China bombing the fabs preemptively is small, but if faster chips becomes a need or right like the internet, then the embargoes can become too crippling of a disadvantage. China won't admit it up until that point though
Even if China got the Fabs in Taiwan, they don't have the competency to run them. China is ****ed, to be honest. They have a huge aging population issue, a lack of technological competency (they can steal stuff, but can't create anything), and a lack of diversity in governmental decision making. Dictatorships have ceilings, and they just can't compete with cooperative captialistic democracies in the long term.
I think youre unaware of taiwans missle manufacturing infrastructure. They're pumping out anti shop missles like no other. Don't underestimate their industrial base. The USA has already announced they'll bomb the fabs in Taiwan if China invades. There's no universe that China gets the factory. They may decide to bomb Taiwan first to set both nations to stone age. That's the only option I see from the chinnese. Bidens export controls set back China by 2 decades. China is a loose cannon right now cuz they know they're effed
Part of it is because they went from mandatory conscription to an all volunteer army. A sizable portion of their troops are undertrained and are facing a shortage. They have pilots who haven’t logged in the requisite amount of airtime on F-15s so the qualified pilots are overworked. Plus the fact that China can and has outspent them while pressuring other nations from trading arms to Taiwan makes their longer term prospects limited. I think Taiwanese in general don’t like thinking about war even if we’re inching closer and closer to it. In any case, making and stockpiling missiles might be a poison pill of sorts but that isn’t going to convince anyone that they’d win or hold them off if western military response isn’t immediate (it would take several months for our carrier groups to get there with an actionable presence). They’re international pariahs with a handful of nations officially recognizing them, their currency isn’t tradable across the world and is only credible by posting billions in dollar currency reserves as collateral (no trade,no credit), and their aggressive neighbor is either the largest or second largest economy in the world by whatever measure you choose. While I’m rooting for the Taiwanese people, I wouldn’t overstate their options.
