Intel approaches TSMC for investments or partnership, WSJ reports
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BruceA
Well-known member
2 years to build and 9 months to quail and start ramp should be too hard. Need to find about 15K contractors and 5-6 K engineers and technicians and send 2-3K to Taichung, Tainan and get 20-25K/month. Figure you can do a phase every year, much faster I. Taiwan of course because of their work ethics and commitment and lack of unions.
I think the end result will be a technology transfer as well as investment in a domestic capable company
I think the end result will be a technology transfer as well as investment in a domestic capable company
Intel already has shells in Ohio and Arizona. There is no need for extended wait time.2 years to build and 9 months to quail and start ramp should be too hard. Need to find about 15K contractors and 5-6 K engineers and technicians and send 2-3K to Taichung, Tainan and get 20-25K/month. Figure you can do a phase every year, much faster I. Taiwan of course because of their work ethics and commitment and lack of unions.
I think the end result will be a technology transfer as well as investment in a domestic capable company
A Chinese invasion of Taiwan is always good to hype.I would argue that TSM should invest in Intel to mitigate its intrinsic risks.
Russia helping China prepare for possible Taiwan invasion, think tank says
Leaked Russian documents analysed by a leading UK think tank suggest Russia is selling military equipment and technology to China that could help it prepare an airborne invasion of Taiwan.www.abc.net.au
I don't think it is hype. It is a risk. Luktnik also acknowledged it. Also if the future Taiwanese government agrees a unification framework with the mainland, US also wants manufacturing back to US to avoid issues similar to the rare-earth case.
Building fabs in US has been difficult for a while, even Intel scattered itself. It's worse now.
That said, distributing bases is not a big deal.
All you need is a supply chain
It's not just the money to spend. You have to have all the equipment vendors like ASML only supply Intel for a good year or two just to get it to be able to support the capacity comparable to TSMC.
hist78
Well-known member
How do you know? After all the maneuvers by Trump administration, fewer people believe that his pressure on TSMC and Taiwan will stop here. Compared to his first term, there isn’t much trust left.
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hist78
Well-known member
I would argue that TSM should invest in Intel to mitigate its intrinsic risks.
Russia helping China prepare for possible Taiwan invasion, think tank says
Leaked Russian documents analysed by a leading UK think tank suggest Russia is selling military equipment and technology to China that could help it prepare an airborne invasion of Taiwan.
A better long-term solution is to address the source: ensuring that the Chinese Communist Party cannot cause trouble abroad or brutally oppress people at home. The Chinese people deserve a life free from the CCP.
That's very true. The only viable long term solution is democracy in China