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> The company has said it will make $100 billion in capital investments over three years through 2023. >At the same time, "it will be very costly to manufactur
by MangoCoffee 5y ago
> The company has said it will make $100 billion in capital investments over three years through 2023.
>At the same time, "it will be very costly to manufacture in the U.S. and Japan," a member of the TSMC executive team said. The company is building a cutting-edge semiconductor facility in the U.S. state of Arizona and is considering opening its first Japanese chip plant in Kumamoto.
TSMC heed the call of US to build a new fab in AZ. It seem logical to raise their prices to meet this "demand". A fab in the US will not generate as much profit as Taiwan or China fab due to labor cost/benefits.
- a3n 5y agoChip making uses "a lot of water." (Parts of) Arizona is experiencing water shortage, particularly aquifer draw down. I wonder what the effect of chip making in Arizona will be in Arizona, relative to other water use. Parts of Arizona by law don't meter aquifer use, which disincentivizes current ag users to conserve, and has incentivized corporate ag to relocate there. (From memory, and I may have botched that memory) I wonder if TSMC is locating in an unmetered location, or getting a formal water regulation break.
- MangoCoffee 5y ago"Counterintuitively, the famously thirsty industry can even improve the local water supply due to a focus on reclamation and purification—Intel has funded 15 water restoration projects in the Grand Canyon State with a goal of restoring 937 million gallons per year, and it expects to reach net positive water use once the projects are completed." Here's arstechnica's article regarding fab in AZ https://arstechnica.com/gadgets/2021/06/why-do-chip-makers-keep-building-foundries-in-the-arizona-desert/ https://arstechnica.com/gadgets/2021/06/why-do-chip-makers-k...
- systemBuilder 5y agoTaiwan engineers work for $30k/yr and a handful of stocks that's all the they want!!