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“I think the economics of it are we have to consider the resiliency of the supply chain, I think we learned that during the pandemic — the idea that you think about your supply chains not just by the lowest cost, but also about reliability, about resiliency, and all those things. I think that’s how we’re thinking about U.S. manufacturing,” the CEO said to Bloomberg’s Ed Ludlow. “And yes, it will be a little bit more expensive — frankly, some of the work that has been done to encourage semiconductor investment has been helpful. But when you really average it across everything else that you need to build this computing infrastructure, I think it’s a very good investment for us to make to assure that we have American manufacturing and resiliency.”
"U.S.-made chips cost ‘more than 5% but less than 20%’ higher, and she added during an interview with Bloomberg that these are costs that the company must shoulder to have a more resilient supply chain."
shipping from Taiwan/China to USA gotta be hella cheap for any goods. Trump's dream of Made in USA gonna be hella expensives for consumers. US made TV gonna cost like 20% higher
No one is worried about US made TVs. Prices fall every year, the technology is no big deal, televisions are already assembled in multiple countries, and they're easier to build than iPhones so manufacturing is inherently more distributable.
I'm still confused about how putting fabs in the US, but process development remains in Taiwan, makes for a more resilient supply in the long run. Silly me.
No one is worried about US made TVs. Prices fall every year, the technology is no big deal, televisions are already assembled in multiple countries, and they're easier to build than iPhones so manufacturing is inherently more distributable.
I'm still confused about how putting fabs in the US, but process development remains in Taiwan, makes for a more resilient supply in the long run. Silly me.
For N3 it is approximately 10%, not even close to 20% but maybe that is N2. Either way, the majority of AMD's wafers will come from Taiwan. Apple is pushing hard on AZ capacity so that there is where most of it is going in my opinion.
TSMC AZ is a brilliant political move by CC Wei. Morris Chang was definitely wrong on this one.
I can assure you Lisa Su and CC Wei are close partners and discuss competitive strategies over noodles. They are definitely lock-in-step on TSMC AZ.
For N3 it is approximately 10%, not even close to 20% but maybe that is N2. Either way, the majority of AMD's wafers will come from Taiwan. Apple is pushing hard on AZ capacity so that there is where most of it is going in my opinion. TSMC AZ is a brilliant political move by CC Wei. Morris Chang was definitely wrong on this one.
I can assure you Lisa Su and CC Wei are close partners and discuss competitive strategies over noodles. They are definitely lock-in-step on TSMC AZ.
No one is worried about US made TVs. Prices fall every year, the technology is no big deal, televisions are already assembled in multiple countries, and they're easier to build than iPhones so manufacturing is inherently more distributable.
I'm still confused about how putting fabs in the US, but process development remains in Taiwan, makes for a more resilient supply in the long run. Silly me.
If the world stopped at "3nm"; economic growth would necessarily halt or reverse a bit, but we would still enjoy a pretty good level of technology.
It still gives us access to some faba with decent tech if Taiwan and China get into an engagement. We should be able to run wafers for a little while longer ..
Other than this, US DoD probably has a little more insight into what goes on in US fabs.
For N3 it is approximately 10%, not even close to 20% but maybe that is N2. Either way, the majority of AMD's wafers will come from Taiwan. Apple is pushing hard on AZ capacity so that there is where most of it is going in my opinion.
TSMC AZ is a brilliant political move by CC Wei. Morris Chang was definitely wrong on this one.
I can assure you Lisa Su and CC Wei are close partners and discuss competitive strategies over noodles. They are definitely lock-in-step on TSMC AZ.
"TSMC AZ is a brilliant political move by CC Wei. Morris Chang was definitely wrong on this one."
Have you thought about how Morris Chang was actually playing his devil’s advocate role very well?
Morris Chang has been working in the semiconductor industry since the 1950s. His credibility and opinions give US CHIPS Act supporters and TSMC a better position to achieve their goals. So far, $1.5 billion in CHIPS Act award money has already been sent to TSMC. This is good for TSMC and TSMC shareholders' interest.
If I dared to play that role, nobody would give a shit.
"TSMC AZ is a brilliant political move by CC Wei. Morris Chang was definitely wrong on this one."
Have you thought about how Morris Chang was actually playing his devil’s advocate role very well?
Morris Chang has been working in the semiconductor industry since the 1950s. His credibility and opinions give US CHIPS Act supporters and TSMC a better position to achieve their goals. So far, $1.5 billion in CHIPS Act award money has already been sent to TSMC. This is good for TSMC and TSMC shareholders' interest.
If I dared to play that role, nobody would give a shit.
Morris is a great politician but off camera he did not value the US Workforce in comparison to Taiwan. And remember, Morris Chang worked at TI for 25 years and TSMC established TSMC North America the same year they were founded, in 1987. Morris knew what he was talking about.
Now look at the fab build in Arizona versus Japan? I believe it was about four years in AZ and under 2 years in Japan. Rapidus built a 2nm fab in under 2 years as well.
And let's not forget the union nonsense, press bashing, and frivolous lawsuits in AZ. Not a great advertisement for the Build Fabs in America Movement. I'm sure a small part of Morris was laughing at the American circus.
Full Name: Morris Chang (Chinese: 張忠謀, Pinyin: Zhāng Zhōngmóu) Date of Birth: July 10, 1931 Place of Birth: Ningbo, Zhejiang Province, Republic of China (relocated to Hong Kong, then the United States) Education: B.S. in Mechanical Engineering – Massachusetts Institute of Technology (MIT), 1952...
