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TSMC situation is different because of the political situation around Taiwan. They want to get out.
by eps 3y ago
TSMC situation is different because of the political situation around Taiwan. They want to get out.
- eunos 3y agoMorris Chang at least is actually doesn't believe that state of teh art TSMC fab can perform well outside TW.
- lossolo 3y agoTaiwan is paying for US protection by securing some of the chips supply for US companies in case China invades Taiwan. They were pressured into doing this because in their interest is keeping most of the fabs producing cutting edge chips on the island, which would make invading them a huge hit into US interests, which in conclusion would make higher chance for US to defend Taiwan.
- 1letterunixname 3y agoIt comes off as US global imperialism to park nukes and battle groups near the other side's mainland. Although the South China Sea and Taiwan == China both come off as Chinese global imperialism, so both major powers need to learn to play nice without saber-rattling expansionism.
- paradox242 3y agoMy read is more that they do not want to build outside of Taiwan as the TSMC fabs on the island have become of enormous strategic interest to the United States (as well as China). Building fabs in the US is directly counter to this, and I would wager we have twisted their arm to do so. I am so far not surprised by all the complaining and foot dragging they are doing in Arizona.
- 1letterunixname 3y agoTSMC wants out of PRC's crosshairs but they're concerned about labor costs and labor skills in the red, white, and blue. I think they'll find greater labor costs are worth the peace-of-mind. The skilled labor gap is one that's closable when industry, education, and government invest in supporting wise teachers and upping teacher pay.
- coliveira 3y agoNo, they don't want. They accepted the deal because they want to have a plan B in case something bad happens. That's why they're delaying the construction.
- FooBarBizBazz 3y agoI'm not sure it's really that different. If a fight over Taiwan started, mainland Chinese businesses would also be unavailable to America. Doesn't matter what side of the straight it's on. Now, maybe chipmaking is of more geostrategic importance than later electronics assembly is. It's certainly harder to do. But given how much Foxconn makes, I think losing them would be significant.
- codedokode 3y agoTSMC situation is very suspicious. How can Taiwan be sure that their technology will not be copied by Intel and other American companies if they build a factory in US?