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Old article (2/Apr/2024), superseded by analysis from 23/Apr/2024: https://restofworld.org/2024/tsmc-arizona-expansion/ https://restofworld.org/2024/tsmc-arizo

by adt 2y ago

Old article (2/Apr/2024), superseded by analysis from 23/Apr/2024: https://restofworld.org/2024/tsmc-arizona-expansion/ https://restofworld.org/2024/tsmc-arizona-expansion/

laidoffamazon 2y ago
I’ve been following the fab news long enough that I think 90% of the FUD stems from an anti-American attitude in which Americans are intellectually or constitutionally incapable of running fabs to TSMCs standards or stem from the psychic damage that this current administration has done something (reshore manufacturing) the previous administration couldn’t.
- colechristensen 2y ago
  I don’t know if it makes me more or less cynical but I think a considerable amount of it is that writing stories shitting on things is fun and more people read them when they’re negative and sensational. “Things are going mostly to plan” isn’t very interesting.
- nyokodo 2y ago
  > this current administration has done something (reshore manufacturing) the previous administration couldn’t Except, they could. Reshoring manufacturing was already accelerating before the Chips Act etc with some seasonal back and forth. [1] The increase in labor costs in China and the pandemic have been US Administration independent in causing reshoring, the US shale oil revolution making electricity and many manufacturing inputs globally competitive in price was influenced by successive Administrations including Trump, but the trade war with China motivated a chunk of reshoring and that still animates policy today and that was started by Trump. 1. https://reshorenow.org/content/pdf/2022_Data_Report.pdf https://reshorenow.org/content/pdf/2022_Data_Report.pdf
  - laidoffamazon 2y ago
    Could, but didn't. The factory investment charts speak for themselves. https://fred.stlouisfed.org/series/C307RX1Q020SBEA https://fred.stlouisfed.org/series/C307RX1Q020SBEA
    - nyokodo 2y ago
      > The factory investment charts speak for themselves. Except it doesn't. Factory building isn't the only metric for progress of reshoring manufacturing and graphs do not interpret themselves. In that chart the overall trend of factory building investment remains elevated through the Trump administration over the previous administration even though the fervor of the shale revolution and the subsequent reshoring was cooling off. Why? The factors that I previously mentioned.

by adt 2y ago

Old article (2/Apr/2024), superseded by analysis from 23/Apr/2024: https://restofworld.org/2024/tsmc-arizona-expansion/ https://restofworld.org/2024/tsmc-arizona-expansion/

laidoffamazon 2y ago

I’ve been following the fab news long enough that I think 90% of the FUD stems from an anti-American attitude in which Americans are intellectually or constitutionally incapable of running fabs to TSMCs standards or stem from the psychic damage that this current administration has done something (reshore manufacturing) the previous administration couldn’t.

colechristensen 2y ago
I don’t know if it makes me more or less cynical but I think a considerable amount of it is that writing stories shitting on things is fun and more people read them when they’re negative and sensational. “Things are going mostly to plan” isn’t very interesting.
nyokodo 2y ago
> this current administration has done something (reshore manufacturing) the previous administration couldn’t Except, they could. Reshoring manufacturing was already accelerating before the Chips Act etc with some seasonal back and forth. [1] The increase in labor costs in China and the pandemic have been US Administration independent in causing reshoring, the US shale oil revolution making electricity and many manufacturing inputs globally competitive in price was influenced by successive Administrations including Trump, but the trade war with China motivated a chunk of reshoring and that still animates policy today and that was started by Trump. 1. https://reshorenow.org/content/pdf/2022_Data_Report.pdf https://reshorenow.org/content/pdf/2022_Data_Report.pdf
- laidoffamazon 2y ago
  Could, but didn't. The factory investment charts speak for themselves. https://fred.stlouisfed.org/series/C307RX1Q020SBEA https://fred.stlouisfed.org/series/C307RX1Q020SBEA
  - nyokodo 2y ago
    > The factory investment charts speak for themselves. Except it doesn't. Factory building isn't the only metric for progress of reshoring manufacturing and graphs do not interpret themselves. In that chart the overall trend of factory building investment remains elevated through the Trump administration over the previous administration even though the fervor of the shale revolution and the subsequent reshoring was cooling off. Why? The factors that I previously mentioned.