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Desperate measures to save Intel: US reportedly forcing TSMC to buy 49% stake in Intel to secure tariff relief for Taiwan

osnium said:
TSMC investing $400B will help the US semiconductor industry though!
Click to expand...
Only to a limited degree. It will do nothing to help the US continue to develop logic technology at the leading edge. And for me that is the bottom line. Additional TSMC investments are good for the US economy, but do nothing further to serve US national interests.

Where you build it matters far less than where you develop it, because that is where the critical skills are concentrated. Not to trivialize the value of a good sustaining engineer, but the skills required to sustain a process are easier to come by than the skills required to develop one.
 
osnium said:
TSMC investing $400B will help the US semiconductor industry though!
Click to expand...

At this point in time I fear it would rather help to cause an excessively huge oversupply for the years to come. Not sure that would actually help the overall industry.
If there was commercial and/or technical justification for such investments today, TSMC would have already committed.
 
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