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>TSMC Biontech vaccine deal influenced decision that'll be really stupid to build billion dollar fab just because of that. Japan can sell/donate AZ vaccine sin

>TSMC Biontech vaccine deal influenced decision that'll be really stupid to build billion dollar fab just because of that. Japan can sell/donate AZ vaccine since they have a deal with AZ and American can sell moderna which Taiwan bought. either way, it is a really stupid business decision if that's case.

dirtyid 5y ago
In context of broader geopolitical developments, it was also "really stupid" for TSMC to build new US fabs after already planning record capex in TW proper in 2019. Few thought TW would erode their silicon shield by allow TSMC to expand fabs abroad. Right now both US/EU wants to reshore semi supply chain, and both have the leverage to coerce TSMC/TW into submitting against their own interests since TSMC is wholey reliant on US/EU tech. Side considerations like semi subsidies and vaccines are there to sweeten pot. The timing is interesting since this follows shortly after TSMC Biontech deal. IMO there was never any doubt EU would get TSMC expansion, question was who had the leverage to determine where. Most of interviews by Morris Chang suggest he's not enthused about fragmenting supply chains, yet we keep seeing new fabs outside of TW being proposed. Whether these proposals are serious or performative is another qusetion.
- MangoCoffee 5y ago
  >it was also "really stupid" for TSMC to build new US fabs after already planning record capex in TW proper in 2019. Few thought TW would erode their silicon shield by allow TSMC to expand fabs abroad. US is offering incentives for TSMC to build a fab in AZ. the original announcement is a smaller scale production for 5nm that won't come online for couple years. TSMC will be on 2nm by then. Is EU offering anything? I haven't hear anything. I doubt TSMC will make the move if there is nothing for them consider the cost of a modern fab and labors cost. >TW would erode their silicon shield by allow TSMC to expand fabs abroad that's not smart if Taiwan is depend on silicon shield for their security. silicon shield is a media's term that Taiwanese govrt never use. a govrt shouldn't depend on anyone but itself for its own security.

dirtyid 5y ago

In context of broader geopolitical developments, it was also "really stupid" for TSMC to build new US fabs after already planning record capex in TW proper in 2019. Few thought TW would erode their silicon shield by allow TSMC to expand fabs abroad. Right now both US/EU wants to reshore semi supply chain, and both have the leverage to coerce TSMC/TW into submitting against their own interests since TSMC is wholey reliant on US/EU tech. Side considerations like semi subsidies and vaccines are there to sweeten pot. The timing is interesting since this follows shortly after TSMC Biontech deal. IMO there was never any doubt EU would get TSMC expansion, question was who had the leverage to determine where. Most of interviews by Morris Chang suggest he's not enthused about fragmenting supply chains, yet we keep seeing new fabs outside of TW being proposed. Whether these proposals are serious or performative is another qusetion.

MangoCoffee 5y ago
>it was also "really stupid" for TSMC to build new US fabs after already planning record capex in TW proper in 2019. Few thought TW would erode their silicon shield by allow TSMC to expand fabs abroad. US is offering incentives for TSMC to build a fab in AZ. the original announcement is a smaller scale production for 5nm that won't come online for couple years. TSMC will be on 2nm by then. Is EU offering anything? I haven't hear anything. I doubt TSMC will make the move if there is nothing for them consider the cost of a modern fab and labors cost. >TW would erode their silicon shield by allow TSMC to expand fabs abroad that's not smart if Taiwan is depend on silicon shield for their security. silicon shield is a media's term that Taiwanese govrt never use. a govrt shouldn't depend on anyone but itself for its own security.