3 ms·

TSMC’s Europe Plan Gives It a New Global Dimension

24 points by helsinkiandrew 4y ago

helsinkiandrew 4y ago
https://archive.ph/FxRBk https://archive.ph/FxRBk
PeterStuer 4y ago
Good move. Let's hope it doesn"t get Nordstreamed.
- dragonelite 4y ago
  I see what you did there..
- igravious 4y ago
  Macron's comments (on the heels of his recent trip to Beijing) about Europe potentially plotting a foreign policy course distinct from the entity who most certainly Nordstreamed it gives the continent a glimmer of hope but I, for one, am not going to hold my breath. https://www.politico.eu/article/emmanuel-macron-china-america-pressure-interview/ https://www.politico.eu/article/emmanuel-macron-china-americ... The response to Macron's comments from the other side of the "pond" was predictable. https://www.lemonde.fr/en/france/article/2023/04/10/us-confident-in-relationship-with-france-despite-macron-s-warning-to-not-be-american-followers_6022462_7.html https://www.lemonde.fr/en/france/article/2023/04/10/us-confi... https://www.theguardian.com/world/2023/apr/10/emmanuel-macron-sparks-anger-europe-vassal-us-china-clash https://www.theguardian.com/world/2023/apr/10/emmanuel-macro... https://www.foxnews.com/politics/cruz-responds-macrons-stunning-decision-back-china-despite-bidens-pandering-assiduously-courted https://www.foxnews.com/politics/cruz-responds-macrons-stunn...
igravious 4y ago
By way of context, Semiconductor manufacturing capacity worldwide from 2013 to 2021, by region U.S. Sing. Taiw. Eur. Japan China All Others 2013 56.70 16.10 0.00 13.90 2.60 3.70 7.00 in % 2014 49.50 14.70 4.60 12.10 9.00 3.80 6.40 in % 2015 51.80 18.10 4.40 8.80 8.70 2.70 5.40 in % 2016 47.50 21.30 5.30 10.30 9.00 1.40 5.30 in % 2017 42.80 20.80 10.30 10.10 8.40 2.60 4.90 in % 2018 45.50 17.10 10.40 10.40 8.50 2.80 5.20 in % 2019 44.50 17.50 10.00 9.10 8.80 5.10 5.00 in % 2020 43.50 18.70 9.60 9.50 8.70 5.40 4.80 in % 2021 43.20 18.30 9.70 9.60 8.80 5.50 4.90 in % https://www.statista.com/statistics/1339336/semiconductor-manufacturing-capacity-by-region/ https://www.statista.com/statistics/1339336/semiconductor-ma...
- helsinkiandrew 4y ago
  I’ve always been a little wary of Statista numbers. The SIA claim the US has 12% of global capacity rather than 42.3%. They could be exaggerating numbers for political reasons (ie subsidy) as well though. https://www.semiconductors.org/wp-content/uploads/2021/09/2021-SIA-State-of-the-Industry-Report.pdf https://www.semiconductors.org/wp-content/uploads/2021/09/20...
- paulez 4y ago
  Taïwan had 0.00% of worldwide capacity in 2013? This looks innacurate.
  - igravious 4y ago
    Very strange, it would appear the data is from this report: https://www.semiconductors.org/wp-content/uploads/2022/05/SIA-2022-Factbook_May-2022.pdf https://www.semiconductors.org/wp-content/uploads/2022/05/SI... (pg. 8) The accompanying text is “Due to the ambitious chip manufacturing incentives offered by other countries’ governments and ongoing consolidation in the industry, the share of U.S. semiconductor manufacturing capacity in the U.S. fell by more than 10 percent over the past 8 years.” This leads me to think that these figures represent "the share of U.S. semiconductor manufacturing capacity broken down by region" ??? (In this context the Taiwanese 0.00% fig. is correct.) My bad. :( Somebody should inform Statista! The actual figures are: U.S. Japan E.U. Korea Taiwan China 46% 9% 9% 21% 8% 7% That's from pg. 3 of the same report. Wow, China's such a threat, no wonder the U.S. has to sanction them up the wazoo. Interestingly the U.S. has troops stationed in Korea, Japan, the E.U., and a small presence in Taiwan (but sells them a boatload of arms.) So the U.S. controls or has troops in countries which control 93% of the global market share of semiconductors – and yet despite this dominance sees China as such a threat that it is trying to strangle its semiconductor industry in the cot.
- lostmsu 4y ago
  South Korea (Samsung) is not mentioned at all.

helsinkiandrew 4y ago

https://archive.ph/FxRBk https://archive.ph/FxRBk

PeterStuer 4y ago

Good move. Let's hope it doesn"t get Nordstreamed.

dragonelite 4y ago
I see what you did there..
igravious 4y ago
Macron's comments (on the heels of his recent trip to Beijing) about Europe potentially plotting a foreign policy course distinct from the entity who most certainly Nordstreamed it gives the continent a glimmer of hope but I, for one, am not going to hold my breath. https://www.politico.eu/article/emmanuel-macron-china-america-pressure-interview/ https://www.politico.eu/article/emmanuel-macron-china-americ... The response to Macron's comments from the other side of the "pond" was predictable. https://www.lemonde.fr/en/france/article/2023/04/10/us-confident-in-relationship-with-france-despite-macron-s-warning-to-not-be-american-followers_6022462_7.html https://www.lemonde.fr/en/france/article/2023/04/10/us-confi... https://www.theguardian.com/world/2023/apr/10/emmanuel-macron-sparks-anger-europe-vassal-us-china-clash https://www.theguardian.com/world/2023/apr/10/emmanuel-macro... https://www.foxnews.com/politics/cruz-responds-macrons-stunning-decision-back-china-despite-bidens-pandering-assiduously-courted https://www.foxnews.com/politics/cruz-responds-macrons-stunn...

igravious 4y ago

By way of context, Semiconductor manufacturing capacity worldwide from 2013 to 2021, by region U.S. Sing. Taiw. Eur. Japan China All Others 2013 56.70 16.10 0.00 13.90 2.60 3.70 7.00 in % 2014 49.50 14.70 4.60 12.10 9.00 3.80 6.40 in % 2015 51.80 18.10 4.40 8.80 8.70 2.70 5.40 in % 2016 47.50 21.30 5.30 10.30 9.00 1.40 5.30 in % 2017 42.80 20.80 10.30 10.10 8.40 2.60 4.90 in % 2018 45.50 17.10 10.40 10.40 8.50 2.80 5.20 in % 2019 44.50 17.50 10.00 9.10 8.80 5.10 5.00 in % 2020 43.50 18.70 9.60 9.50 8.70 5.40 4.80 in % 2021 43.20 18.30 9.70 9.60 8.80 5.50 4.90 in % https://www.statista.com/statistics/1339336/semiconductor-manufacturing-capacity-by-region/ https://www.statista.com/statistics/1339336/semiconductor-ma...

helsinkiandrew 4y ago
I’ve always been a little wary of Statista numbers. The SIA claim the US has 12% of global capacity rather than 42.3%. They could be exaggerating numbers for political reasons (ie subsidy) as well though. https://www.semiconductors.org/wp-content/uploads/2021/09/2021-SIA-State-of-the-Industry-Report.pdf https://www.semiconductors.org/wp-content/uploads/2021/09/20...
paulez 4y ago
Taïwan had 0.00% of worldwide capacity in 2013? This looks innacurate.
- igravious 4y ago
  Very strange, it would appear the data is from this report: https://www.semiconductors.org/wp-content/uploads/2022/05/SIA-2022-Factbook_May-2022.pdf https://www.semiconductors.org/wp-content/uploads/2022/05/SI... (pg. 8) The accompanying text is “Due to the ambitious chip manufacturing incentives offered by other countries’ governments and ongoing consolidation in the industry, the share of U.S. semiconductor manufacturing capacity in the U.S. fell by more than 10 percent over the past 8 years.” This leads me to think that these figures represent "the share of U.S. semiconductor manufacturing capacity broken down by region" ??? (In this context the Taiwanese 0.00% fig. is correct.) My bad. :( Somebody should inform Statista! The actual figures are: U.S. Japan E.U. Korea Taiwan China 46% 9% 9% 21% 8% 7% That's from pg. 3 of the same report. Wow, China's such a threat, no wonder the U.S. has to sanction them up the wazoo. Interestingly the U.S. has troops stationed in Korea, Japan, the E.U., and a small presence in Taiwan (but sells them a boatload of arms.) So the U.S. controls or has troops in countries which control 93% of the global market share of semiconductors – and yet despite this dominance sees China as such a threat that it is trying to strangle its semiconductor industry in the cot.
lostmsu 4y ago
South Korea (Samsung) is not mentioned at all.