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It sounds like a USA semiconductor self-sufficiency premium. Probably the government agrees it's worth 30% to make some chips on USA soil. Maybe it's some kind
by ftxbro 4y ago
It sounds like a USA semiconductor self-sufficiency premium. Probably the government agrees it's worth 30% to make some chips on USA soil. Maybe it's some kind of nationalization insurance premium like they think USA might take over the fab if some bad things happen?
- anonymouskimmer 4y agoIt seems pretty clear-cut that it just costs more to make them in other countries: "TSMC has complained a number of times that building fabs outside of Taiwan is significantly more expensive than building fabs at home." I wonder if fabs in Africa or South America would be more expensive.
- ftxbro 4y agoIt's weird though if they have two fabs and one sells chips for 30% more. I guess this situation is so far away from market equilibrium that weird things are normal.