4 ms·

The whole point was to secure global chip supply chains in the event of a Chinese invasion. This will not fly.

by zjp 2y ago

favorited 2y ago
TSMC and Taiwan don't want secure global chip supply chains in the event of a Chinese invasion. They want any invasion to crash the world's technology markets & prevent any company or government from accessing their most advanced fab processes, because those are powerful deterrents. This absolutely will fly.
- nineteen999 2y ago
  I wonder why the USA didn't ensure TSMC guarantee sub-2nm production in their new US plants when they gave funding to TSMC. Only back in April there was this article describe how two of the three new plants in Arizona would be doing 2nm. Not for a while now I guess. https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-tsmc-expanded https://www.commerce.gov/news/press-releases/2024/04/biden-h...
  - favorited 2y ago
    TSMC or its US subsidiary may have agreed to it at the time, but it sounds like the Taiwanese government has other ideas: > "Since Taiwan has related regulations to protect its own technologies, TSMC cannot produce 2nm chips overseas currently," [Minister of Economic Affairs] Kuo said at a meeting of the Economics Committee in Taipei, reports Taipei Times. "Although TSMC plans to make 2nm chips [abroad] in the future, its core technology will stay in Taiwan." <https://www.tomshardware.com/tech-industry/tsmc-cannot-produce-2nm-chips-overseas-until-domestic-output-becomes-more-advanced-confirms-taiwanese-govt-official https://www.tomshardware.com/tech-industry/tsmc-cannot-produ...>
    - nineteen999 2y ago
      Yeah I guess regardless of the contract between the US government and TSMC, TSMC has the right to veto certain activities of Taiwanese companies. I'd feel a little bait and switched if I was the US government right now though.
- generj 2y ago
  The ideal situation in an invasion for Taiwan is for the US and Europe to have just enough cutting edge chip production to be able to produce missiles and jets. But not enough capacity left for anyone to get new phone, laptop, or PlayStation for potentially years unless Taiwan is defended. Nor enough capacity for data centers so corporate HQs also demand action.

The whole point was to secure global chip supply chains in the event of a Chinese invasion. This will not fly.

by zjp 2y ago

The whole point was to secure global chip supply chains in the event of a Chinese invasion. This will not fly.

TSMC and Taiwan don't want secure global chip supply chains in the event of a Chinese invasion. They want any invasion to crash the world's technology markets & prevent any company or government from accessing their most advanced fab processes, because those are powerful deterrents. This absolutely will fly.

nineteen999 2y ago
I wonder why the USA didn't ensure TSMC guarantee sub-2nm production in their new US plants when they gave funding to TSMC. Only back in April there was this article describe how two of the three new plants in Arizona would be doing 2nm. Not for a while now I guess. https://www.commerce.gov/news/press-releases/2024/04/biden-harris-administration-announces-preliminary-terms-tsmc-expanded https://www.commerce.gov/news/press-releases/2024/04/biden-h...
- favorited 2y ago
  TSMC or its US subsidiary may have agreed to it at the time, but it sounds like the Taiwanese government has other ideas: > "Since Taiwan has related regulations to protect its own technologies, TSMC cannot produce 2nm chips overseas currently," [Minister of Economic Affairs] Kuo said at a meeting of the Economics Committee in Taipei, reports Taipei Times. "Although TSMC plans to make 2nm chips [abroad] in the future, its core technology will stay in Taiwan." <https://www.tomshardware.com/tech-industry/tsmc-cannot-produce-2nm-chips-overseas-until-domestic-output-becomes-more-advanced-confirms-taiwanese-govt-official https://www.tomshardware.com/tech-industry/tsmc-cannot-produ...>
  - nineteen999 2y ago
    Yeah I guess regardless of the contract between the US government and TSMC, TSMC has the right to veto certain activities of Taiwanese companies. I'd feel a little bait and switched if I was the US government right now though.
generj 2y ago
The ideal situation in an invasion for Taiwan is for the US and Europe to have just enough cutting edge chip production to be able to produce missiles and jets. But not enough capacity left for anyone to get new phone, laptop, or PlayStation for potentially years unless Taiwan is defended. Nor enough capacity for data centers so corporate HQs also demand action.