4 ms·
So it's gonna be another too big to fail thing again.
by raziel2701 6y ago
So it's gonna be another too big to fail thing again.
- Spivak 6y agoLess too big to fail, more a national security interest in ensuring the US can make chips during a hypothetical conflict. Great if you’re the company the gov’t blesses for this purpose (like Microsoft) but not so great for their competitors.
- emodendroket 6y agoI'd probably be nervous about TSMC opening a fab in AZ then
- deleted 6y ago[deleted]
- octoberfranklin 6y agoThat fab will never open. Just like Foxconn's plant in Wisconsin. It'll just keep getting pushed back, and pushed back. Its job is to keep the politicians happy (or at least not angry), and it doesn't need to be built in order to serve that purpose. That fab will never, ever, ever run a single wafer.
- johncalvinyoung 6y agoI suspect it very much will exist, but only once it's a node or two behind. It'll never be bleeding edge.
- emodendroket 6y agoI think in this case it's a little different because of the milsec angle and Taiwan's geopolitical role in "great power conflict" with China.
- dodobirdlord 6y agoIn this case it’s a legitimate national security subsidy. Even if it’s perpetually a few nodes behind, the US military needs a high-tech fab company headquartered in America, staffed mostly with Americans, that does at least some of its manufacturing in the geographic United States.