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Exact same things is happening with TSMC's $40 Billion plant in AZ. [1] [1] https://www.datacenterdynamics.com/en/news/tsmc-delays-40bn-chip-fab-in-arizona-due

by Jerry2 3y ago

Exact same things is happening with TSMC's $40 Billion plant in AZ. [1] [1] https://www.datacenterdynamics.com/en/news/tsmc-delays-40bn-chip-fab-in-arizona-due-to-skilled-worker-shortage/ https://www.datacenterdynamics.com/en/news/tsmc-delays-40bn-...

pnpnp 3y ago
I think it’s slightly more likely this will happen. From the Taiwanese perspective, this could be seen as partly collateral for some of the big defense sales that happened recently. The US is very motivated to bring some chip manufacturing back within its borders.
- coliveira 3y ago
  > The US is very motivated to bring some chip manufacturing back within its borders. And Taiwan is very motivated not to let this happen. They only agreed because of political pressure, but I wonder if they will ever build this factory.
iepathos 3y ago
Not really, tsm is delaying to find enough workers for their plant. They are still building it in AZ. Foxconn is changing a $40b investment into a $672m investment and selling the properties they had. Related but not the same thing at all. Not surprising TSM can't find workers with the low unemployment rates in the US.
coliveira 3y ago
Exactly. TSMC has no intention to build anything in the US because it would be too expensive and counter to Taiwan interests. But of course they need to play the role. They already started to delay the construction date.
- eppsilon 3y ago
  This is incorrect. The TSMC site has already seen a massive amount of construction and is scheduled to begin producing 3nm chips in 2024. [1] 1. https://www.tomshardware.com/news/tsmc-fab-21-arizona https://www.tomshardware.com/news/tsmc-fab-21-arizona Edit: They've apparently delayed the start of production to 2025 [2]. However, the situation with Foxconn is simply not comparable to what TSMC has invested. 2. https://www.anandtech.com/show/18966/tsmc-delays-arizona-fab-deployment-to-2025 https://www.anandtech.com/show/18966/tsmc-delays-arizona-fab...

by Jerry2 3y ago

pnpnp 3y ago

I think it’s slightly more likely this will happen. From the Taiwanese perspective, this could be seen as partly collateral for some of the big defense sales that happened recently. The US is very motivated to bring some chip manufacturing back within its borders.

coliveira 3y ago
> The US is very motivated to bring some chip manufacturing back within its borders. And Taiwan is very motivated not to let this happen. They only agreed because of political pressure, but I wonder if they will ever build this factory.

iepathos 3y ago

Not really, tsm is delaying to find enough workers for their plant. They are still building it in AZ. Foxconn is changing a $40b investment into a $672m investment and selling the properties they had. Related but not the same thing at all. Not surprising TSM can't find workers with the low unemployment rates in the US.

coliveira 3y ago

Exactly. TSMC has no intention to build anything in the US because it would be too expensive and counter to Taiwan interests. But of course they need to play the role. They already started to delay the construction date.

eppsilon 3y ago
This is incorrect. The TSMC site has already seen a massive amount of construction and is scheduled to begin producing 3nm chips in 2024. [1] 1. https://www.tomshardware.com/news/tsmc-fab-21-arizona https://www.tomshardware.com/news/tsmc-fab-21-arizona Edit: They've apparently delayed the start of production to 2025 [2]. However, the situation with Foxconn is simply not comparable to what TSMC has invested. 2. https://www.anandtech.com/show/18966/tsmc-delays-arizona-fab-deployment-to-2025 https://www.anandtech.com/show/18966/tsmc-delays-arizona-fab...