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

IIVI

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I don’t think that people additionally realize that the next largest Chip creator only gets business because TSM is at full capacity fulfilling orders from around the world for the most advanced chips basically.

That’s why anybody even goes to Samsung, because TSM is too busy. That’s how advanced and desirable their tech is.

Also keeping in mind all the bleeding edge advanced chips they have are the ones they haven’t released. The chips that the U.S has from them aren’t even the ones they’d deem as the best and are a generation or so behind.

Again, one of the best long term investments on the market.
 
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Jalether

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It’s crazy that we had been depending on what China calls a renegade province to build our chips. :heh:

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.

Are you saying Trump is not a genius for escalating tensions with china and uniting these 3:ohhh:


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:troll:
 

IIVI

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What are they doing with these chips?
Part of it is the ones released have been thoroughly tested. They don’t want to release their current advanced chips until they know they’re working.

If you think about how much things like tech and A.I depend on these chips and how companies try to operate on the best publicly available, releasing a busted one to a lot of companies would be catastrophic.
 

IIVI

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The thing about Taiwan (and China) is they want a Physicist/Engineer who loves being around the stuff 16 hours a day.

Some may call it overworked, others may see that as a dream job. I’d say the closer you are to PhD the more satisfying the job is. I know of a Physics PhD working there and that’s exactly what he wanted to do.
 
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Sir Richard Spirit

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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.

Investment and research over time trumps trying to just throw money at a problem.

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.





Look at these guys who have no clue what they’re saying. Lol


Obama told INTEL to take this money and build semiconductors here. It’s what kicked all of this. Obama even told everyone our semiconductor developments should be state secrets.

Obama, Trump, Biden are all have a hand in this. This is something America needs.


TSMC is trying to stall it out.. not for the reasons yall or this video lists..it’s simple to them.. if the chips are made in America at scale,there’s no reason for America to protect Taiwan.
 

papa pimp

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Lol this type of knowledge transfer does not happen overnight so yes there are going to be huge issues in the short term. Its literally expected but the US should absolutely stay course.
 

Sir Richard Spirit

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is.

Also keeping in mind all the bleeding edge advanced chips they have are the ones they haven’t released. The chips that the U.S has from them aren’t even the ones they’d deem as the best and are a generation or so behind.

Again, one of the best long term investments on the market.



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.
 

papa pimp

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

TSMC last year agreed to produce the world’s most advanced 2-nanometer technology at its second Arizona plant expected to begin production in 2028. TSMC also agreed to use its most advanced chip manufacturing technology called “A16” in Arizona. The TSMC award included up to $5bn in low-cost government loans.


 

IIVI

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Look at these guys who have no clue what they’re saying. Lol


Obama told INTEL to take this money and build semiconductors here. It’s what kicked all of this. Obama even told everyone our semiconductor developments should be state secrets.

Obama, Trump, Biden are all have a hand in this. This is something America needs.


TSMC is trying to stall it out.. not for the reasons yall or this video lists..it’s simple to them.. if the chips are made in America at scale,there’s no reason for America to protect Taiwan.
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.
 

Gritsngravy

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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
Maybe because of the weather, or maybe it’s just they got land for cheap and little regulations
 
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