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Isn't USA in the process of basically relocating TSMC to Arizona for that reason? And it's not for iPhones. It's because USA military can't risk having the ch

Isn't USA in the process of basically relocating TSMC to Arizona for that reason? And it's not for iPhones. It's because USA military can't risk having the chip supply cut off in wartime.

dralley 3y ago
No. What you're missing is that the fabs moving to the US are pretty much just the ones the US military might need. TSMC isn't moving their cutting edge production here. The fabs will be a node or two behind.
- Workaccount2 3y ago
  Which is why there is a lot of pressure on Intel to pull off their new EUV-2 fabs.
Strom 3y ago
> relocating TSMC to Arizona That's a big no. What's actually happening is that TSMC is building a new factory in Arizona, including training a brand new US workforce. It remains to be seen whether it can even be done. Toyota famously failed with a similar attempt in Fremont, California. It's a question of whether TSMC is successful because of some sort of strategy that is compatible with American work culture, or do the actual Taiwanese workers play a significant part in their success? Unanswered thus far.
- TMWNN 3y ago
  >It remains to be seen whether it can even be done. Toyota famously failed with a similar attempt in Fremont, California. Every Japanese auto maker has had US plants for decades. Toyota's oldest, in Georgetown KY, has been there since 1986.
  - Strom 3y ago
    The Fremont factory predates the Georgetown factory by a few years, and of course even more if we consider the pre-Toyota history of it. https://en.wikipedia.org/wiki/NUMMI https://en.wikipedia.org/wiki/NUMMI https://en.wikipedia.org/wiki/Toyota_Motor_Manufacturing_Kentucky https://en.wikipedia.org/wiki/Toyota_Motor_Manufacturing_Ken...