4 ms·

TSMC rides AI demand to raise revenue forecast, says no to US joint venture

49 points by belter 2y ago

wil421 2y ago
> "So far we did not change any of our original plans of expansion of our overseas fabs. We continue to expand in Arizona, in Kumamoto, and maybe in future in Europe. No change in our strategy. We continue in our current practice," he added. They are still moving ahead in Arizona.
- wrsh07 2y ago
  I found that to be a very confusingly worded title as well. Even more context helps: > TSMC is spending $65 billion on three plants in the U.S. state of Arizona and has other new factories in operation or planning stages in Japan and Germany, which have partner investors. > Asked if TSMC would consider a joint venture in the United States following Trump's comments, Wei said no. > "So far we did not change any of our original plans of expansion of our overseas fabs. > We continue to expand in Arizona, in Kumamoto, and maybe in future in Europe. No change in our strategy. We continue in our current practice," he added.
causal 2y ago
Literally said "AI is so hot right now" lol
- linotype 2y ago
  “What is this, lithography for ants?”
bee_rider 2y ago
FWIW, “no to US joint venture” means > "So far we did not change any of our original plans of expansion of our overseas fabs. We continue to expand in Arizona, in Kumamoto, and maybe in future in Europe. No change in our strategy. We continue in our current practice," So it is not a sign of a weakening relationship or anything, just a decision not to start a new project (which, I mean, if they were going to start a new joint project with the US, I guess reporters wouldn’t have to prompt them for info, right? It would be broadcast all over the place).
dwallin 2y ago
This is a misleading title. They said no to whether they are currently considering any additional US joint ventures. The title implies that they are saying no to a specific joint venture, which is not the case, all existing joint ventures are continuing as planned.
- indoordin0saur 2y ago
  Wonder how many news companies are using an idea I had to name their articles where you have an AI generate a large set of suitable titles based on the contents of the article and then rapidly A/B test them to determine which get the most clicks. I know they already do this to an extent but from what I understand there are only a handful of titles that are human generated.
  - Aurornis 2y ago
    The title of the article is usually cached wherever it is shared. The Facebook post, Discord link, Google search result, and even the HN post could be a snapshot of the title when it was indexed or shared, not necessarily when it was clicked. So you wouldn’t get the signal you hoped for. Making distinct URLs for each different headline would solve that problem, but I think you’d get flagged for duplicate content across your site. SEO would suffer, unless I’m mistaken. We’d need an SEO expert to chime in. In reality, editors and authors who have been doing this for years already know how to make titles into clickbait efficiently. They know what works best from experience and hundreds or thousands of personal trials.
zarzavat 2y ago
It’s a sad day when even Reuters is peddling clickbait. I thought they were above that.
- coding123 2y ago
  The news industry is under heavy monetary scrutiny. Expect the same title to be "Trump blocks/stops/restarts " in about a year on nearly every news article to pick up revenue.
aklcna 2y ago
Ok, no new joint ventures, no existing joint ventures for cutting edge technologies. But the West can pay for the defense of Taiwan, directly and indirectly via unnecessarily worsening relationships with China. I suppose technology transfer works one way only. How about selling ASML wafer steppers in Europe only, until Europe has a functioning chip industry?
- selimthegrim 2y ago
  Taiwan invested in this stuff and we didn’t.
  - lernert 2y ago
    Yes, Europe did invest: https://semiwiki.com/semiconductor-manufacturers/333584-how-philips-saved-tsmc/ https://semiwiki.com/semiconductor-manufacturers/333584-how-... "TSMC and Philips have deep historical ties. In fact, TSMC may not have existed without Philips. In the 1980s TSMC was established as a joint venture with Philips Electronics, the government of Taiwan, and other private investors. Several semiconductor companies were approached by Morris Chang for funding including semiconductor giants Intel and Texas Instruments but neither chose to participate. Both Intel and TI are now TSMC customers so it came full circle." ASML is also a Philips spinoff from the time in which large European corporations sold off their IP to basically anyone. So the Trump quote in the Reuters article is wrong, in that not 100% of the U.S. chip industry was stolen; but you can bet there was technology transfer from Philips (European chip industry) to TSMC in the beginning.
  - IncreasePosts 2y ago
    Also, the US doesn't "defend" Taiwan for the good of Taiwan, but merely to further US interests in the region.
martythemaniak 2y ago
[flagged]
- lernert 2y ago
  No, Trump barks but does not bite. Foreign policy was basically the same and the opposite of what he tweeted.
- meindnoch 2y ago
  That would be geopolitical suicide. Not even Trump is that stupid. Ukraine is going to be fine. Taiwan is going to be fine.
  - onemoresoop 2y ago
    I don't think Ukraine will be fine as you say. Trump seems keen to empower Russia for doing more stupid moves like they did with the invasion of Ukraine and this is a pretty dumb move geopolitically for US, they will be seen as weak and finnicky.
  - martythemaniak 2y ago
    > That would be geopolitical suicide Yeah, but's only true if you believe in the American-led world order and organizations like NATO. We know Trump either doesn't care or is actively hostile (he loves to threaten pull out of NATO and things like that). There should be no doubt that he'll pull all support for Ukraine on Day 1. Ukraine will survive because they're already fighting and will still have the support of Europe, though that won't be enough to win. Taiwan will be actively pressured to capitulate without a shot. It will be "fine" the way Hong Kong is "fine".
  - racional 2y ago
    What does a "fine" outcome for Ukraine look like, in your view? Say by 2029 when Vance certifies himself as President.
- georgeplusplus 2y ago
  The Trump Admin has been very strong on china, I dont know how you came to the conclusion there will not be support for Taiwan.
deleted 2y ago
[deleted]

49 points by belter 2y ago

> "So far we did not change any of our original plans of expansion of our overseas fabs. We continue to expand in Arizona, in Kumamoto, and maybe in future in Europe. No change in our strategy. We continue in our current practice," he added. They are still moving ahead in Arizona.

wrsh07 2y ago
I found that to be a very confusingly worded title as well. Even more context helps: > TSMC is spending $65 billion on three plants in the U.S. state of Arizona and has other new factories in operation or planning stages in Japan and Germany, which have partner investors. > Asked if TSMC would consider a joint venture in the United States following Trump's comments, Wei said no. > "So far we did not change any of our original plans of expansion of our overseas fabs. > We continue to expand in Arizona, in Kumamoto, and maybe in future in Europe. No change in our strategy. We continue in our current practice," he added.

causal 2y ago

Literally said "AI is so hot right now" lol

linotype 2y ago
“What is this, lithography for ants?”

bee_rider 2y ago

FWIW, “no to US joint venture” means > "So far we did not change any of our original plans of expansion of our overseas fabs. We continue to expand in Arizona, in Kumamoto, and maybe in future in Europe. No change in our strategy. We continue in our current practice," So it is not a sign of a weakening relationship or anything, just a decision not to start a new project (which, I mean, if they were going to start a new joint project with the US, I guess reporters wouldn’t have to prompt them for info, right? It would be broadcast all over the place).

dwallin 2y ago

This is a misleading title. They said no to whether they are currently considering any additional US joint ventures. The title implies that they are saying no to a specific joint venture, which is not the case, all existing joint ventures are continuing as planned.

indoordin0saur 2y ago
Wonder how many news companies are using an idea I had to name their articles where you have an AI generate a large set of suitable titles based on the contents of the article and then rapidly A/B test them to determine which get the most clicks. I know they already do this to an extent but from what I understand there are only a handful of titles that are human generated.
- Aurornis 2y ago
  The title of the article is usually cached wherever it is shared. The Facebook post, Discord link, Google search result, and even the HN post could be a snapshot of the title when it was indexed or shared, not necessarily when it was clicked. So you wouldn’t get the signal you hoped for. Making distinct URLs for each different headline would solve that problem, but I think you’d get flagged for duplicate content across your site. SEO would suffer, unless I’m mistaken. We’d need an SEO expert to chime in. In reality, editors and authors who have been doing this for years already know how to make titles into clickbait efficiently. They know what works best from experience and hundreds or thousands of personal trials.

zarzavat 2y ago

It’s a sad day when even Reuters is peddling clickbait. I thought they were above that.

coding123 2y ago
The news industry is under heavy monetary scrutiny. Expect the same title to be "Trump blocks/stops/restarts " in about a year on nearly every news article to pick up revenue.

aklcna 2y ago

Ok, no new joint ventures, no existing joint ventures for cutting edge technologies. But the West can pay for the defense of Taiwan, directly and indirectly via unnecessarily worsening relationships with China. I suppose technology transfer works one way only. How about selling ASML wafer steppers in Europe only, until Europe has a functioning chip industry?

selimthegrim 2y ago
Taiwan invested in this stuff and we didn’t.
- lernert 2y ago
  Yes, Europe did invest: https://semiwiki.com/semiconductor-manufacturers/333584-how-philips-saved-tsmc/ https://semiwiki.com/semiconductor-manufacturers/333584-how-... "TSMC and Philips have deep historical ties. In fact, TSMC may not have existed without Philips. In the 1980s TSMC was established as a joint venture with Philips Electronics, the government of Taiwan, and other private investors. Several semiconductor companies were approached by Morris Chang for funding including semiconductor giants Intel and Texas Instruments but neither chose to participate. Both Intel and TI are now TSMC customers so it came full circle." ASML is also a Philips spinoff from the time in which large European corporations sold off their IP to basically anyone. So the Trump quote in the Reuters article is wrong, in that not 100% of the U.S. chip industry was stolen; but you can bet there was technology transfer from Philips (European chip industry) to TSMC in the beginning.
- IncreasePosts 2y ago
  Also, the US doesn't "defend" Taiwan for the good of Taiwan, but merely to further US interests in the region.

martythemaniak 2y ago

[flagged]

lernert 2y ago
No, Trump barks but does not bite. Foreign policy was basically the same and the opposite of what he tweeted.
meindnoch 2y ago
That would be geopolitical suicide. Not even Trump is that stupid. Ukraine is going to be fine. Taiwan is going to be fine.
- onemoresoop 2y ago
  I don't think Ukraine will be fine as you say. Trump seems keen to empower Russia for doing more stupid moves like they did with the invasion of Ukraine and this is a pretty dumb move geopolitically for US, they will be seen as weak and finnicky.
- martythemaniak 2y ago
  > That would be geopolitical suicide Yeah, but's only true if you believe in the American-led world order and organizations like NATO. We know Trump either doesn't care or is actively hostile (he loves to threaten pull out of NATO and things like that). There should be no doubt that he'll pull all support for Ukraine on Day 1. Ukraine will survive because they're already fighting and will still have the support of Europe, though that won't be enough to win. Taiwan will be actively pressured to capitulate without a shot. It will be "fine" the way Hong Kong is "fine".
- racional 2y ago
  What does a "fine" outcome for Ukraine look like, in your view? Say by 2029 when Vance certifies himself as President.
georgeplusplus 2y ago
The Trump Admin has been very strong on china, I dont know how you came to the conclusion there will not be support for Taiwan.

deleted 2y ago

[deleted]