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Yes and surely it's a cost which can be reduced over time by improving automation and/or by cutting back on regulations.
by jongjong 1y ago
Yes and surely it's a cost which can be reduced over time by improving automation and/or by cutting back on regulations.
- brikym 1y agoThe US also needs to build up more talent which will come over the years.
- jychang 1y agoI doubt that, unless you're willing to pay USA workers Taiwan salaries.
- jay_kyburz 1y agoerr.. its not crazy after a few years of recession, or even pressure on the workforce from AI.
- acchow 1y agoUSA workers will not accept Taiwan salaries. Numbeo shows the cost of living (including rent) is 45% higher in Phoenix than in Hsinchu (where TSMC's 2N is) Rent is 176% higher.
- frollogaston 1y agoGiven this, I'm surprised they're only looking at a 5%-20% cost increase.
- SecretDreams 1y agoIt just gives a hint of how much salaries play into opex for TSMC: not a lot, apparently.
- mrexroad 1y agoYeah, especially cheaper if we get rid those EPA ones. /s Ffs, take a look at how many superfund sites Silicon Valley has, from back when we manufactured semiconductors.