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I am surprised at JASMFrom these charts, it looks like tsmc overseas Fabs (JPN and US) ramped up quite good.
View attachment 3071
Why? If anything yield should have started about where Taiwan is right now since TSMC said for their foreign fabs they would be usingI am surprised at JASM
Presumably, the overseas fabs were ramped up after the initial Taiwan fab(s).. shouldn't it be a bit easier to more quickly ramp a process?I am surprised at JASM
The NYTimes had reported that they had brought in a lot of folks from Taiwan to Arizona so Morris Chang would still contend that he is rightWell you see you are wrong. Morris Chang and the echo chamber of the internet said American worker are stupid dumb and lazy, and what Taiwan has cannot be replicated. Your data is invalid
Why? If anything yield should have started about where Taiwan is right now since TSMC said for their foreign fabs they would be usingCopy Exactly!Erm I mean Global giga fab. The fact it didn't is extremely concerning. The only alternative is the time is not adjusted with an offset between the alpha fab and the new fab and the difference between the top and bottom of the graph is like a 2% yield delta. Which I guess is possible, but hard to imagine given how useless/misleading a plot like that would be.
LOL, it was the local hires, those in the know 90% of the work done by the 60% assignees. They were beaten too do the work of the localsThe NYTimes had reported that they had brought in a lot of folks from Taiwan to Arizona so Morris Chang would still contend that he is right.
This is a funny plot, I am surprised how low the starting point of the overseas. The right plot would be to show the yield or dd for the life of N4 and N22 a show the matching of the high volume mother fab. They’d each start higher up on the reference curve, with a fast ramp to match.From these charts, it looks like tsmc overseas Fabs (JPN and US) ramped up quite good.
View attachment 3071
Presumably, the overseas fabs were ramped up after the initial Taiwan fab(s).. shouldn't it be a bit easier to more quickly ramp a process?
what Taiwan has cannot be replicated. (at same cost.)Well you see you are wrong. Morris Chang and the echo chamber of the internet said American worker are stupid dumb and lazy, and what Taiwan has cannot be replicated. Your data is invalid![]()
How long is that sustainable for and what happens when the Taiwanese assignees move back to Hsinchu or learn about the merits of work life balance from their American colleagues?LOL, it was the local hires, those in the know 90% of the work done by the 60% assignees. They were beaten too do the work of the locals
Under YL there is no concept of work life balance. It is work and more work for the Fab21 success and his success. Those that don’t work for his success and look to return to Taiwan are black listed. Subtle things like bad reviews or blocking opportunities.How long is that sustainable for and what happens when the Taiwanese assignees move back to Hsinchu or learn about the merits of work life balance from their American colleagues?
Under YL there is no concept of work life balance. It is work and more work for the Fab21 success and his success. Those that don’t work for his success and look to return to Taiwan are black listed. Subtle things like bad reviews or blocking opportunities.
Taiwanes will take a lot for the opportunity of American life for their children and spouse. They are getting much smarter in hiring by tapping into fewer all Americans but immigrants with visa restrictions as well as see the pay to worn still a good opportunity.
That work ethic to get ahead for the success of the company at any cost is not very often seen and why manufacturing has disappeared in semiconductor. Smart people would rather work 90 hours plus on wall street to make far more than toil in factories. Or toil in a startup with hope of IPO. Just hard work for a good pay isn’t resonating for most especially 90 hours with daily berating