TSMC CEO to meet with Trump to tout investment plans
- Thread starter hist78
- Start date
Intel is highly likely to brake up and no longer invest in future advance node or technology. Or the size of future investment will shrink dramatically.
Lots of Intel R&D will possibly lost their job. TSMC R&D center can hire them. It's not for production R&D but for future technology R&D.
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delong.height
Active member
The thing is the current chairman at Intel does not know how to make a deal with Trump. It sadden me that what was promoted by Pat Gelsinger to the concept to increase the geographical resilience in America is stolen by TSMC. They had an advantage, and FY does not cherished.
Fab21 phase one took more than three years to come online. Face 21 P2 best case 2027.
They are just announcing what they planned all along is 6 phases. On the land they can possible include another two phases.
The US workforce is would take 5 years to scale up to do the number of phases and speed it happens in Taiwan. This is all a show for Trump.
Lead ramp the way TSMC does it will be in Taiwan as US can’t scale like that for another decade at best. They will have N3 in 2027 and maybe N2 in 2028 best if they can find another 10K trades.
Scale will always be in Taiwan.
No way TSMC more their biggest customers will put their pricey launch at risk with a split ramp in US ( high risk ) and Taiwan ( low risk). American manufacturers and trades simply don’t have the commitment to work like the Taiwanese, maybe Musk can light a fire with some emails of what they did weekly, LOL
Good for lots of Taiwanese that want to taste the American dream. You think the unions will support shipping thousand of Taiwanese trades who work 12-18 hours a day doing construction and hookup for no OT?
They are just announcing what they planned all along is 6 phases. On the land they can possible include another two phases.
The US workforce is would take 5 years to scale up to do the number of phases and speed it happens in Taiwan. This is all a show for Trump.
Lead ramp the way TSMC does it will be in Taiwan as US can’t scale like that for another decade at best. They will have N3 in 2027 and maybe N2 in 2028 best if they can find another 10K trades.
Scale will always be in Taiwan.
No way TSMC more their biggest customers will put their pricey launch at risk with a split ramp in US ( high risk ) and Taiwan ( low risk). American manufacturers and trades simply don’t have the commitment to work like the Taiwanese, maybe Musk can light a fire with some emails of what they did weekly, LOL
Good for lots of Taiwanese that want to taste the American dream. You think the unions will support shipping thousand of Taiwanese trades who work 12-18 hours a day doing construction and hookup for no OT?
delong.height
Active member
The first thing Intel need is to get rid of its board, effective immediately, then get Pat back, sign a deal with Trump. Let the momentum continue.
The world needs more than TSMC. Like we have Boeing and Airbus the world is better with viable competition and competitors!.
It is good to see TSMC diversify, it will distract and slow them a bit as talent has to move around.
Intel must survive as well, x86 less so but silicon innovation needs more than one place to spring from!
hist78
Well-known member
Stolen? It was Mr. Trump who forced TSMC to make the move. I think Pat Gelsinger may regret not having appreciated the relatively friendly Biden administration more.
TSMC investing 100B in the US, it's a lot.
US currently has 12% market share:
It will take sustained fab construction for a decade to increase that 12%. Other countries are expanding. We need to expand quickly just to maintain that share. Right now, it is ridiculously hard to build a fab in the US. It's similar to the first nuclear reactor in a generation: Vogtle Unit 4 budget was $14B and ended up more than $30B.
The gap between projects is the reason these things are ridiculous. Every project starts over, no momentum.
I hope to be part of the generation that brought semiconductors back to the US. But it is looking like a real slog that could fail completely, outside of TSMC.
US currently has 12% market share:
It will take sustained fab construction for a decade to increase that 12%. Other countries are expanding. We need to expand quickly just to maintain that share. Right now, it is ridiculously hard to build a fab in the US. It's similar to the first nuclear reactor in a generation: Vogtle Unit 4 budget was $14B and ended up more than $30B.
The gap between projects is the reason these things are ridiculous. Every project starts over, no momentum.
I hope to be part of the generation that brought semiconductors back to the US. But it is looking like a real slog that could fail completely, outside of TSMC.
MKWVentures
Moderator
siliconbruh999
Well-known member
This sounds bad for Intel the board is a clown show.
Imagine being a home team and losing to foreign team on home turf
Imagine being a home team and losing to foreign team on home turf
Trump's "monopoly" referral implies he thinks Intel doesn't have a strong position (against TSMC) even now.
How will this "exemption" from the tariffs even work? They can do this per company? BTW it's truly a brilliant move by TSMC. Whether they will build 3nm or 2nm chips I am sure they will still have some more advanced node at home but in the US they can enjoy cheap electricity and will be open to big market.