TSMCs 40 billion dollar Arizona nightmare. Huge problems in replicating Taiwans semiconductor facility.

[WIA20XX]

Intel leadership really screwed that company over. They made the dumbest decisions for over a decade while all their competitors made great ones during the tech and innovation boom.

Fukk Intel since 09

Intel settles AMD claims but isn't off the hook

Intel Corp. will pay $1.25 billion to make peace with Advanced Micro Devices Inc., as the companies whose microprocessors run nearly all personal computers finally found common ground in a bitter and colorful dispute that caused international antitrust trouble for Intel.

www.nbcnews.com

*typed from PC with i9-9900k*

 

[Sir Richard Spirit]

Trump announces Taiwanese chip giant’s $100bn investment in US plants

President says TSMC won’t have to pay tariffs and encourages other semiconductor companies to build in US

www.theguardian.com

Icing on Americas cake

 

[IIVI]

I thought I read TSMC agreed to produce the most advance chips in America? I think right now anything produced in America has to be one year behind.

Those are still being done in Taiwan. I don’t think American facilities are there yet to produce what they need. It’ll take time to build it. Like dude said before the delicacy you need for these things is basically extreme. The right weather conditions and things like that matter.

 

[papa pimp]

Icing on Americas cake

If big IF they succeed, it absolutely is a game changer.

This is absolutely a 10-15 roadmap horizon year thing that they have to see through.

Anyone trying to do "reviews" of this knowledge transfer in a 3/4/5 year snapshot is being disingenous.

 

[Sir Richard Spirit]

Intel leadership really screwed that company over. They made the dumbest decisions for over a decade while all their competitors made great ones during the tech and innovation boom.

For example, they tried to go into cars rather than leaning into A.I and innovation like their competitors did.

That’s what happens when you have pure business people run your company instead of Engineers and STEM people. The new CEO (a Physicist) had to scrap that entire automobile department a month or so ago which looked real bad during a time of lay-offs.

In comparison TSM has something like $100 billion and growing in plain old cash and pure profits after expenses to do stuff with. They’re completely self-sustaining. Meanwhile, our government is giving Intel a whole lot of cash that may not pan out.

Had Obama popping into High Schools at the time to tell them about these jobs. Took a while but Intel got it right. About to build two more facilities in Arizona.





That Microsoft chip is coming too



Feel bad for the guys betting on China

 

[Sir Richard Spirit]

If big IF they succeed, it absolutely is a game changer.

This is absolutely a 10-15 roadmap horizon year thing that they have to see through.

I agree.

 

[IIVI]

Had Obama popping into High Schools at the time to tell them about these jobs. Took a while but Intel got it right. About to build two more facilities in Arizona.





That Microsoft chip is coming too



Feel bad for the guys betting on China

The Intel thing is going to be tough though. This is very comparable to the GMC bailout back in 2009 and can end horribly.

The fact this administration got their hands all in it too is really suspicious and may be thinking of the short term grift/pocket-stacking while having no interest in whether Intel succeeds or not longterm.

The fact Trump screwed with AMD and NVIDIA so badly this year is a bad sign. If you’re trying to make U.S tech fly, there is zero reason to hamper AMD and NVIDIA who are major U.S companies. Time will tell, but I’m really skeptical of this Intel push.

 

[Sir Richard Spirit]

The Intel thing is to be seen though. This is very comparable to the GMC bailout back in 2009 and can end horribly.

The fact this administration got their hands all in it too is really suspicious and may be thinking of the short term grift/pocket-stacking while having no interest in whether Intel succeeds or not longterm.

The fact Trump screwed with AMD and NVIDIA so badly this year is a bad sign. If you’re trying to make U.S tech fly, there is zero reason to hamper AMD and NVIDIA who are major U.S companies. Time will tell, but I’m really skeptical of this Intel push.

Intel needs all the help they can get honestly.

 

[6CertsAndAMovie]

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

politicking >>>>>>>

Arizona's a swing state, so each side wants to go "see we gave you jobs" with no care for infrastructure or viability.

Putting it in a more viable place, most likely be a democratic stronghold (higher taxes, more infrastructure investments), would

have been a bad move for the dems. Nothing for Mark Kelly (Arizonan Senator who authored the bill) to run on. Ironically, IMO, this is why china is creeping up on us, the party has no other concerns but viability and Xi Jingping.

How much time and money would have been saved putting it in a place with infrastructure, a highly-educated populace, and easier water availability.

but in the end

politicking >>>>>>>>>