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I think TSMC over estimates how state sponsored fabs would look like. I can predict now that it will be a disaster and many billions will be funnelled to bureau
by varispeed 6y ago
I think TSMC over estimates how state sponsored fabs would look like. I can predict now that it will be a disaster and many billions will be funnelled to bureaucrat friends through questionable procurement. If there is going to be a miracle and they actually build a fab, it will be lacking as they will not find specialists willing to work for EU wages and level of taxation.
- kar1181 6y agoI think Intel will do a good job of it. They have no choice if they get this expansion wrong they are done. My expectations for Europe though, are sadly much lower.
- greggyb 6y agoEurope saves on shipping from ASML to any fabs on the continent! That's a competitive advantage! /s
- trynumber9 6y agoTo some extent it's true, but pretty minimal as ASML sometimes delivers machinery to their East Asian customers by rail to China then does the last bit by sea.