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Welcome to USA. Smart Move TSMC and Taiwan. You have earned a friend for life. For the doubters, this is just the beginning of Re-industrilization of America.

SlowRobotAhead 6y ago
I’m not sure which brands TSMC makes for. But I can promise you if there is an option to buy an USA made AMD, I’d pay a premium for that.
- remarkEon 6y ago
  Same. "Manufactured by TSMC-USA in Arizona". Super exciting to be quite honest.
- arcticbull 6y ago
  > I’m not sure which brands TSMC makes for. Basically all of them, to some extent. > But I can promise you if there is an option to buy an USA made AMD, I’d pay a premium for that. AMD spun off their own foundry years ago (GlobalFoundaries) and still uses the for some things. FWIW though TSMC already has a US fab, but all their high-end processes are going to remain in Taiwan.
- rurban 6y ago
  Because you prefer US backdoors over Taiwanese backdoors? Sounds unreasonable to me.
- megaframe 6y ago
  Qualcomm/Broadcomm/Nvidia/AMD use TSMC AMD does make chips in the US via their spun off Global Foundries, and so does Intel. AMD switched some production to TSMC because they had much better defect rates at 7nm. You can buy US made AMD today if you want it just won't be the latest GPU's.
  - wtallis 6y ago
    > AMD switched some production to TSMC because they had much better defect rates at 7nm. GloFo outright canceled their 7nm and smaller processes, back in 2018. All of AMD's leading-edge processors are now using TSMC 7nm, though the server and most desktop processors also incorporate a 12nm IO die. The days of AMD using GloFo are numbered. Really, though, at this point it's easier to list what leading-edge chips aren't using TSMC: Intel's CPUs and FPGAs. All the other latest-and-greatest CPUs, GPUs, FPGAs and smartphone SoCs are made at TSMC. There's more diversity for memory manufacturing, and logic that doesn't need to be on a leading-edge process (eg. low-end smartphone SoCs, motherboard chipsets, SSD controllers).
- valuearb 6y ago
  I always try to buy foreign, because free trade is what makes the US so wealthy.
dntbnmpls 6y ago
> Welcome to USA. Smart Move TSMC and Taiwan. They've operated in the US for a while now. From the press release: "In the United States, TSMC currently operates a fab in Camas, Washington and design centers in both Austin, Texas and San Jose, California. The Arizona facility would be TSMC’s second manufacturing site in the United States." > You have earned a friend for life. What a bizarre comment. If they leave, are they your enemy for life then?
- product50 6y ago
  If you know anything about the geopolitics behind this, this was a forced move which TSMC wouldn't have otherwise done. If TSMC didn't do it, then US State Department would have funded Intel to produce their 5nm fabs here. So yeah, educate yourself and then behave reasonably.
  - dntbnmpls 6y ago
    > If you know anything about the geopolitics behind this, this was a forced move which TSMC wouldn't have otherwise done. If you know anything about the geopolitics behind this, this was a forced move which TSMC wouldn't have otherwise done. I know. Where in my comment did I say otherwise? > So yeah, educate yourself and then behave reasonably. Okay, thanks? Did you by any chance respond to the wrong comment? Such bizarre comments in this thread.
    - x86_64Ubuntu 6y ago
      It's rampant nationalism all up and down this thread. Facts be damned.
      - product50 6y ago
        What are the facts? That TSMC willingly and strategically made this move? The writing was on the wall on this one.
  - ohyeshedid 6y ago
modeless 6y ago
The US has lots of advanced fabs already. This isn't the part of the supply chain we're missing. This does nothing to reduce our dependence on China for manufacturing. Edit: and this isn't actually a cutting edge fab. By the time it opens in 2024 the cutting edge process will be 3nm or beyond.
- sremani 6y ago
  I understand, but fabs are realm of competition with China and their 2025 plan. I am big fanboy of Robert Lighthizer, and with Phase 1 effectively ripped we are going to see a lot of moving things. May not happen immediately, first it will be slow then sudden.
  - arcticbull 6y ago
    Fabs aren't really a realm of competition with China. Leading fabs are in Germany (GlobalFoundaries in Dresden), Taiwan (TSMC's primary fabs), South Korea (Samsung) and even the US (GlobalFoundaries) and Singapore (GlobalFoundaries).
    - wtallis 6y ago
      GlobalFoundries isn't really "leading"; they got out of that race a while ago and are now focusing all their R&D on niche fabrication technologies that aren't in competition for building CPUs, GPUs, or smartphone SoCs. And you didn't mention Intel, which is the only serious competition to TSMC when it comes to advanced fab technology for those kinds of chips.
      - arcticbull 6y ago
        Yeah, I didn't mention Intel, I know they have fabs domestically but they're also moving to TSMC after 10nm [1] so I figured they were getting out of the game. Good call-out re: GF. [1] https://wccftech.com/intel-abandoning-10nm-after-dg1-planning-to-use-tsmcs-6nm-and-3nm-for-next-generation-xe-gpus/ https://wccftech.com/intel-abandoning-10nm-after-dg1-plannin...
arcticbull 6y ago
I don't really agree with any of the sentiment here... > You have earned a friend for life. The Trump administration has shown that "friend for life" means "for as long as I'm getting exactly what I want, or think I am, and otherwise you can see yourself out." > For the doubters, this is just the beginning of Re-industrilization of America. What benefit is there really? This fab will have about 5 jobs, and a bunch of robots who could be anywhere on earth. I'm not sure this provides any more national security than a stockpile would.
streamingvac 6y ago
Thank you TSMC. Thank you for standing with us American. We will defend your democratic free island against the evil Chinese government across the isle. Thank you president Trump. You stood up against China when most of the corporate media (Disney/abc, Amazon/Washington post, AT&T/cnn) and Democrats hates you for it. Before the coronavirus event. Now you bring back critical tech capability as well as factory jobs and knowledge.
megaframe 6y ago
Re-industrialization of America* *With extreme automation and minimal employees. Modern Fabs have very few assembly line employee's. They use positive pressure rooms, overhead rail car system, robotic arms, and machines drop down from the fab floor to a maintenance floor when a human is actually needed.
jlebar 6y ago
> Welcome to USA. Smart Move TSMC and Taiwan. You have earned a friend for life. Remember when Trump floated withdrawing from NATO? Remember when Trump stopped funding the WHO in the middle of the worst pandemic of the past 100 years? America First has no room for friends for life. Only friends for the moment.
- adventured 6y ago
  > Remember when Trump floated withdrawing from NATO? I remember when Trump took no actions at all toward pulling the US out of NATO, and did nothing other than use it as a rather dumb prop to try to coax NATO allies into meeting their spending obligations. > Remember when Trump stopped funding the WHO in the middle of the worst pandemic of the past 100 years? I remember when the WHO cooperated with China to knowingly lie about the pandemic, including trying to forestall borders from being closed, trying to forestall the isolation of China, lying about the nature of the virus including the risk that it posed, and committed global genocide in the process.
  - addicted 6y ago
    The US President lies on a daily basis. And the previous president had already got the Europeans to commit to meeting their obligations over a period of a certain number of years which they were moving towards. Trumps nonsense achieved nothing other than making the Europeans and the rest of the world recognize that the US has become deeply unreliable and move further towards China.
    - valuearb 6y ago
      European defense spending targets are laughably low, and their spending has been an embarrassment for decades. A stopped clock is right twice a day, and sometimes an idiot gets an answer right. There is zero reason for any US troops to be in Europe or the US to remain in NATO. We’ve been burning our wealth for 70 years subsidizing European defense, and their economies.
  - jlebar 6y ago

SlowRobotAhead 6y ago

I’m not sure which brands TSMC makes for. But I can promise you if there is an option to buy an USA made AMD, I’d pay a premium for that.

remarkEon 6y ago
Same. "Manufactured by TSMC-USA in Arizona". Super exciting to be quite honest.
arcticbull 6y ago
> I’m not sure which brands TSMC makes for. Basically all of them, to some extent. > But I can promise you if there is an option to buy an USA made AMD, I’d pay a premium for that. AMD spun off their own foundry years ago (GlobalFoundaries) and still uses the for some things. FWIW though TSMC already has a US fab, but all their high-end processes are going to remain in Taiwan.
rurban 6y ago
Because you prefer US backdoors over Taiwanese backdoors? Sounds unreasonable to me.
megaframe 6y ago
Qualcomm/Broadcomm/Nvidia/AMD use TSMC AMD does make chips in the US via their spun off Global Foundries, and so does Intel. AMD switched some production to TSMC because they had much better defect rates at 7nm. You can buy US made AMD today if you want it just won't be the latest GPU's.
- wtallis 6y ago
  > AMD switched some production to TSMC because they had much better defect rates at 7nm. GloFo outright canceled their 7nm and smaller processes, back in 2018. All of AMD's leading-edge processors are now using TSMC 7nm, though the server and most desktop processors also incorporate a 12nm IO die. The days of AMD using GloFo are numbered. Really, though, at this point it's easier to list what leading-edge chips aren't using TSMC: Intel's CPUs and FPGAs. All the other latest-and-greatest CPUs, GPUs, FPGAs and smartphone SoCs are made at TSMC. There's more diversity for memory manufacturing, and logic that doesn't need to be on a leading-edge process (eg. low-end smartphone SoCs, motherboard chipsets, SSD controllers).
valuearb 6y ago
I always try to buy foreign, because free trade is what makes the US so wealthy.

dntbnmpls 6y ago

> Welcome to USA. Smart Move TSMC and Taiwan. They've operated in the US for a while now. From the press release: "In the United States, TSMC currently operates a fab in Camas, Washington and design centers in both Austin, Texas and San Jose, California. The Arizona facility would be TSMC’s second manufacturing site in the United States." > You have earned a friend for life. What a bizarre comment. If they leave, are they your enemy for life then?

product50 6y ago
If you know anything about the geopolitics behind this, this was a forced move which TSMC wouldn't have otherwise done. If TSMC didn't do it, then US State Department would have funded Intel to produce their 5nm fabs here. So yeah, educate yourself and then behave reasonably.
- dntbnmpls 6y ago
  > If you know anything about the geopolitics behind this, this was a forced move which TSMC wouldn't have otherwise done. If you know anything about the geopolitics behind this, this was a forced move which TSMC wouldn't have otherwise done. I know. Where in my comment did I say otherwise? > So yeah, educate yourself and then behave reasonably. Okay, thanks? Did you by any chance respond to the wrong comment? Such bizarre comments in this thread.
  - x86_64Ubuntu 6y ago
    It's rampant nationalism all up and down this thread. Facts be damned.
    - product50 6y ago
      What are the facts? That TSMC willingly and strategically made this move? The writing was on the wall on this one.
- ohyeshedid 6y ago

modeless 6y ago

The US has lots of advanced fabs already. This isn't the part of the supply chain we're missing. This does nothing to reduce our dependence on China for manufacturing. Edit: and this isn't actually a cutting edge fab. By the time it opens in 2024 the cutting edge process will be 3nm or beyond.

sremani 6y ago
I understand, but fabs are realm of competition with China and their 2025 plan. I am big fanboy of Robert Lighthizer, and with Phase 1 effectively ripped we are going to see a lot of moving things. May not happen immediately, first it will be slow then sudden.
- arcticbull 6y ago
  Fabs aren't really a realm of competition with China. Leading fabs are in Germany (GlobalFoundaries in Dresden), Taiwan (TSMC's primary fabs), South Korea (Samsung) and even the US (GlobalFoundaries) and Singapore (GlobalFoundaries).
  - wtallis 6y ago
    GlobalFoundries isn't really "leading"; they got out of that race a while ago and are now focusing all their R&D on niche fabrication technologies that aren't in competition for building CPUs, GPUs, or smartphone SoCs. And you didn't mention Intel, which is the only serious competition to TSMC when it comes to advanced fab technology for those kinds of chips.
    - arcticbull 6y ago
      Yeah, I didn't mention Intel, I know they have fabs domestically but they're also moving to TSMC after 10nm [1] so I figured they were getting out of the game. Good call-out re: GF. [1] https://wccftech.com/intel-abandoning-10nm-after-dg1-planning-to-use-tsmcs-6nm-and-3nm-for-next-generation-xe-gpus/ https://wccftech.com/intel-abandoning-10nm-after-dg1-plannin...

arcticbull 6y ago

I don't really agree with any of the sentiment here... > You have earned a friend for life. The Trump administration has shown that "friend for life" means "for as long as I'm getting exactly what I want, or think I am, and otherwise you can see yourself out." > For the doubters, this is just the beginning of Re-industrilization of America. What benefit is there really? This fab will have about 5 jobs, and a bunch of robots who could be anywhere on earth. I'm not sure this provides any more national security than a stockpile would.

streamingvac 6y ago

Thank you TSMC. Thank you for standing with us American. We will defend your democratic free island against the evil Chinese government across the isle. Thank you president Trump. You stood up against China when most of the corporate media (Disney/abc, Amazon/Washington post, AT&T/cnn) and Democrats hates you for it. Before the coronavirus event. Now you bring back critical tech capability as well as factory jobs and knowledge.

megaframe 6y ago

Re-industrialization of America* *With extreme automation and minimal employees. Modern Fabs have very few assembly line employee's. They use positive pressure rooms, overhead rail car system, robotic arms, and machines drop down from the fab floor to a maintenance floor when a human is actually needed.

jlebar 6y ago

> Welcome to USA. Smart Move TSMC and Taiwan. You have earned a friend for life. Remember when Trump floated withdrawing from NATO? Remember when Trump stopped funding the WHO in the middle of the worst pandemic of the past 100 years? America First has no room for friends for life. Only friends for the moment.

adventured 6y ago
> Remember when Trump floated withdrawing from NATO? I remember when Trump took no actions at all toward pulling the US out of NATO, and did nothing other than use it as a rather dumb prop to try to coax NATO allies into meeting their spending obligations. > Remember when Trump stopped funding the WHO in the middle of the worst pandemic of the past 100 years? I remember when the WHO cooperated with China to knowingly lie about the pandemic, including trying to forestall borders from being closed, trying to forestall the isolation of China, lying about the nature of the virus including the risk that it posed, and committed global genocide in the process.
- addicted 6y ago
  The US President lies on a daily basis. And the previous president had already got the Europeans to commit to meeting their obligations over a period of a certain number of years which they were moving towards. Trumps nonsense achieved nothing other than making the Europeans and the rest of the world recognize that the US has become deeply unreliable and move further towards China.
  - valuearb 6y ago
    European defense spending targets are laughably low, and their spending has been an embarrassment for decades. A stopped clock is right twice a day, and sometimes an idiot gets an answer right. There is zero reason for any US troops to be in Europe or the US to remain in NATO. We’ve been burning our wealth for 70 years subsidizing European defense, and their economies.
- jlebar 6y ago