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"Taiwan Semiconductor Manufacturing Co. will hire nearly 4,500 people to work at its new facility in north Phoenix, with about half of those jobs already filled."...
I don't think it's a conspiracy. Actually NASA proudly treats it as an achievement and we can taste it a little bit in the following NASA video:
50 States for Artemis
https://www.nasa.gov/exploration/systems/sls/all-50-us-states-contribute-to-nasa-s-artemis-missions.html
Under the political considerations, US government (including NASA) often demands prime contractors (such as SLS, Boeing, or Lockheed Martin) to spread out their subcontracts to multiple states or multiple backgrounds of companies. There are multiple reasons that cause NASA's delays and cost...
When German, Japanese, and US government consider the amount and percentage to subsidize a fab project, in addition to those typical economical and political factors, they have to evaluate the future prospects of the technology and product that particular semiconductor company can keep bringing...
I remember a comment from a radio interview several years ago that NASA has a so called "50-state problem".
He said in order to get support from senators and representatives from all 50 states, NASA's supply chain spread widely into all 50 states. It creates enormous amount of problems and...
ASML shipped 54 units of EUV machines in 2022 and probably will ship 60 EUV machines in 2023. Intel, Samsung and TSMC are expanding their production globally and all of them are in the middle of bringing new fabs online. It's hard to believe the 2024 30% drop is real.
The problem is that nowadays the campaign is never ending and the campaign starts on the day one of the term. I don't know if the system has to be like this way but I do know it's not a healthy situation.
"Media Contact
Michael Mullaney
michael.mullaney@gf.com
Najah Valera-Cavallini (she/her)
Account Supervisor
617.275.6522 (direct)
617.794.5607 (mobile)
Greenough Brand Storytellers
1 Brook Street
Watertown MA 02472-2395
www.greenoughagency.com"
I like the PR agency's division name "Greenough...
"How do you know these details? Also, WaferTech does not produce the chips that most interest Apple, Qualcomm, AMD, Intel, and Nvidia. 35nm to 16nm processes probably have different design customers."
1. Because I talked to and/or listened to those were involved in saving TSMC fab in Camas...
TSMC fab in Camas Washington eventually became profitable but it took a lot of time, efforts, and many top engineers dispatched from Taiwan to achieve it (or to salvage it, from TSMC's point of view).
I won't call it a nightmare experience for TSMC but one thing TSMC had learned from it is that...
"NXP, which has 2,600 employees in Austin, said in city documents that it would use the Chapter 380 incentive agreement to help fund a $290.8 million effort dubbed Project Live Oak, which was outlined in documents posted on a city webpage, speakupaustin.org."
$1,026,332 (Austin City Subsidy) /...
If this process node location list is correct, it may indicate Intel is pushing Ohio fabs opening date further down to deal with the financial and market demand issues. Even with the government subsidies from various countries, Intel still needs to invest a huge amount of capital to bring those...
It seems Intel's current plan is to have only one fab located in one county in one continent to handle one particular node, except Intel 18A in Germany and Ireland (both in Europe).
It doesn't seem to match the supply chain resilience that Intel CEO Pat Gelsinger is promoting.
This report pointed out some possible reasons.
https://www.fool.com/investing/2023/09/19/why-intel-plunged-at-the-end-of-the-day-today/
IMHO, manufacturing leadership might not translate to necessary level of revenue and profit. Intel needs killer products.
According to other news reports, the cost of this training program will be paid for by the State of Saxony. I'm wondering if any similar programs will be possible or helpful between State of Arizona and TSMC.
Although the Union workers will probably insist that they should get free training first.
Apple smartphone market share in China has been up and down but consistently stays at third place for a while. See the picture below.
Source: https://www.counterpointresearch.com/insights/china-smartphone-share/
Huawei Mate 60 has its own OS called HarmonyOS 4.0. Huawei claims it's not an...
Despite various challenges, Samsung grew its foldable phone market share in China from 6% in Q1 2022 to 26% in Q1 2023.
Source: https://www.counterpointresearch.com/insights/global-foldable-smartphone-market-continues-expand-underpinned-china/
