I think it's rather way around. If TSMC is building out these big facilities then US will be most likely watching over this investment.
TSMC CEO to meet with Trump to tout investment plans
- Thread starter hist78
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There's some seeing this as win-win?
I don't think so. There is no point to defend 100B for wading into conflicts. Based on the Trump's own words, US spent 350B to support Ukraine and they are regretting it.
People think there will be tarrifs on semi regardless of what TSMC does here. I think starting now, the tariffs already affect Apple's iPhone lines. At the moment, Apple is absorbing the impact of tariffs.
Trump's 10% tariff hits US laptop prices, but Apple absorbing cost for now
Trump’s 10% tariff on all imports from China – payable in addition to any existing duties – is now in...
9to5mac.com
Too many Taiwanese medias which are influenced by China (maybe not be ideal but that's where we are) will spin this story into USA is just moving TSMC to USA without stronger security promise toward Taiwan.
Silicon Shield is gone, blablabla....
I hope Taiwan president can hold this well without too much approval rate dropping
Silicon Shield is gone, blablabla....
I hope Taiwan president can hold this well without too much approval rate dropping
Whether there is a spin or no, I don't think that is the key point. The key point is that once the leading edge manufacturing can be done in US and the strategic importance of Taiwan is reduced. Also to remember, there are supporting supplying chains relocated to Mexico and US.
I wouldn't drag the Ukraine into the discussion. It's very different case for several reasons. One of my posts was deleted cause I got too much into politics so I am not going there. But it's like yes and no. I think it's like they are watching over the deal. It's hard to say if they would go to conflict over it but at the very least the other interpretation of silicon shield being weakened is also overblown as well.
Yes but as I understand, this is more about China and well US will be having trade wars with China in upcoming years. And yes I know there is lot of capacity for various components connected to semiconductors in China but first of all I think big companies like AMD and Nvidia are doing investments outside of the China to mitigate it and secondly I am asking purely about the chips imported from Taiwan. I think they might be able to exempt them from the tariffs but I am not an expert and have no clue about the exact mechanisms.People think there will be tarrifs on semi regardless of what TSMC does here. I think starting now, the tariffs already affect Apple's iPhone lines. At the moment, Apple is absorbing the impact of tariffs.
Trump's 10% tariff hits US laptop prices, but Apple absorbing cost for now
Trump’s 10% tariff on all imports from China – payable in addition to any existing duties – is now in...
There is no definite answer here. The journalists did a poor job yesterday asking unrelated questions.
Who is regretting it?
Well they are definitely not prepared for new administration which is spreading new announcements at incredible rate. These half-baked information are often misleading or don't just provide the important details.
Next headline is "Intel executive chairman to meet with Trump with no investment plans".
But in all seriousness, I think this signals that the administration is not willing to directly help domestic chip manufacturing, which as far as the rumors go is what Yeary was going about trying to get.
But in all seriousness, I think this signals that the administration is not willing to directly help domestic chip manufacturing, which as far as the rumors go is what Yeary was going about trying to get.
siliconbruh999
Well-known member
The net total Investment is $100 Billion right not $165 Billion ?
hist78
Well-known member
The total is $165 billion, $100 billion new investment announced yesterday plus $65 billion existing commitments.
This is nonsense. TSMC will have to go global as it has become a top-notch foundry. Chinese companies like Tencent have gone global. does that mean it weakens China or whatever?
hist78
Well-known member
For a while, many semiconductor industry observers believed that the number of companies needing and being able to afford leading edge nodes (N7/7nm or smaller, according to TSMC's definition) was shrinking. However, the trend has gone in the opposite direction.
Advancements in mobile, IoT, AI, cloud computing, supercomputing, EVs, and health sciences have not only significantly increased market demand but also expanded the number of companies designing their own chips and relying on foundries for manufacturing.
Not long ago, Apple was the first company to adopt TSMC's newest nodes, followed by Qualcomm, MediaTek, Nvidia, AMD, and Broadcom. Today, Apple still leads in using TSMC's latest and greatest capabilities, but it is now closely followed by Qualcomm, MediaTek, Nvidia, AMD, Intel, Broadcom, Amazon, Google, Microsoft, Facebook, OpenAI, Arm, Tesla, Marvell, Ampere Computing, and Cerebras - among others.
Nowadays, for each new generation of TSMC nodes, production spans multiple sites and fabs to meet customer demand. For example, N5 is produced in Tainan and Phoenix; N3 is produced in Tainan, Hsinchu, and Phoenix; and N2 will be manufactured in Hsinchu, Kaohsiung, Taichung, and Phoenix.
Given TSMC’s need for multiple sites to fulfill customer demands, yesterday’s announcement of three additional fabs in Phoenix makes perfect sense. That’s what a multinational corporation should do. Anyone claiming this means TSMC is moving out of Taiwan is missing the point.
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TSMC US fabs are not "big" facilities. They are low-volume operations compared to the fabs in Taiwan. Tens of thousands of wafers per month in the US versus over a million wafers per month in Taiwan. I don't think 99.99% of Americans or 95% of the popular press understand this.
I think it's a drivel for investors.
It's just the globalisation progresses, developing markers eat bigger, and bigger net share of commodity silicon, and net volumes go up. The linear growth has not stopped even in the developed markets either.
For example, North America and Europe are EXTREMELY behind on FTTH.
FTTH became a no alternatives norm in the developing markets around 2010-2012, but you can still find yourself in a place with nothing, but DSL in North America. In Europe, you can find yourself in a otherwise quite affluent rural locality, but with no Internet as such, which looks surreal to people coming from less developed countries.
A single province in mainland China can have more fibre connections than the whole North America.
To get FTTH to unconnected households in USA the market will need 70-80M+ more ONT chipsets.
You can still find dumb mechanical utility meters being used in the Western countries. I haven't seen a single mechanical meter in Asia for more than a decade, and lately they all have radiomodems.
LED lighting - the hidden giant. It became one of the biggest commodity silicon users in just a few years. Enormous volumes of dumb power ICs, but now you are routinely getting borderline free remote control in every lighting fixture.
Every household appliance now has at least some basic microcontroller, even in stuff as simple as rice cookers, and toasters.
The expansion in the market is more horizontal, and has zero to do with AI stuff on legacy nodes, and still close to none of new ones.