Problematic Pat
Superstar
Copy and paste semiconductor manufacturer facility isn't as easy as it looks.
TSMCs 40 billion dollar Arizona nightmare. Huge problems in replicating Taiwans semiconductor facility.
- Thread starter Problematic Pat
- Start date
Subbing to watch later. There is a major reason Taiwan is the leader in consumer and business semiconductor manufacturing and it took them throwing all expertise and investment into doing so over decades. Replicating that shyt won’t be easy nor fast for any other government interested in scale that Taiwan has.
feelosofer
#ninergang
Investment and research over time trumps trying to just throw money at a problem.
Problematic Pat
Superstar
Americas always trying to do a shortcut. They don't have the expertise they think they do.
This is just a microcosm of everything that is wrong with US business today.
Every business just wants to steal and copy from someone else. Don't want to train anyone to do anything, they want to poach someone already trained from somewhere else. They don't want to spend the time and money to build and corner a market organically, they want to swoop in at the last minute and copy.
They think they can just copy because of course they can, it's America, we the greatest.
I hope all this shyt fails.
Every business just wants to steal and copy from someone else. Don't want to train anyone to do anything, they want to poach someone already trained from somewhere else. They don't want to spend the time and money to build and corner a market organically, they want to swoop in at the last minute and copy.
They think they can just copy because of course they can, it's America, we the greatest.
I hope all this shyt fails.
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No you don’t. What happens if China annexes Taiwan? The Chinese will be so kind and business as usual? I think not.
IIVI
Superstar
One of the easiest stocks to own. True moat.
The only thing affecting this stock is the Chinese threat which is a nothing burger because China and America won’t swing on each other. Let’s put it this way: if China vs America ever happens we have bigger problems than TSM.
Additionally, TSM is building facilities all around the world like in the United States, Europe, etc.
Easy investment that’s undervalued.
The only thing affecting this stock is the Chinese threat which is a nothing burger because China and America won’t swing on each other. Let’s put it this way: if China vs America ever happens we have bigger problems than TSM.
Additionally, TSM is building facilities all around the world like in the United States, Europe, etc.
Easy investment that’s undervalued.
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It's an act of war. Unfortunately a lot of bad follows if China does that because the world economy seizes. We all remember the pandemic and how used cars exploded in price with low new car inventory. Why? A small chip needed for all of those cars were severely backordered. Change that to every device in this IOT (internet of things) era and suddenly guns are drawn.
Exactly. It’s in our best interest of this becoming successful. Corporations enjoyed the lower cost of globalization for far too long and now it has put us and themselves in a precarious position.
Yapdatfool
Superstar
Corporations won't be paying for these failures... we will. Economically, physically, every single way possible we will pay.
China would have never thought to annex Taiwan with any other pres in office except Trump.
He's the only reason we at where we at right now and will continue to get worse. Yet you hope he succeeds in bringing manufacturing back to America?
It’s crazy that we had been depending on what China calls a renegade province to build our chips.
Then we make it worse by treating China as the next Soviet Union instead of our biggest business partner and financier.
US foreign policy is so ass.
SadimirPutin
Superstar
Semiconductor fabs are the absolute most complex and difficult manufacturing done on earth
The smallest mistakes lead to hundreds of millions of dollars in losses.
I will watch the video in a second but the one thing that always puzzled me was WHY ARIZONA of all places?
The water availability issue alone is a head scratcher
The smallest mistakes lead to hundreds of millions of dollars in losses.
I will watch the video in a second but the one thing that always puzzled me was WHY ARIZONA of all places?
The water availability issue alone is a head scratcher
SadimirPutin
Superstar
This was recently on reddit