←back to thread

TSMC looks to double down on U.S. chip factories as talks in Europe falter

(www.reuters.com)
437 points adventured | 1 comments | 15 May 21 00:49 UTC | HN request time: 0.217s | source
Show context
ChuckMcM ◴[15 May 21 04:15 UTC] No.27162309[source]▶
Geopolitically this makes a lot of sense. Will be interesting to see how China reacts as it moves forward.

If Intel is serious this time about letting third parties into their fabs then it could be quite the reversal of fortune. However, as I've said in the past Intel is most likely to do this with "alternate" process streams, in order to not expose their full capabilities to competitors.

High hopes but low expectations. Real estate in AZ could be a good investment though.

replies(4): >>27162367 #>>27163144 #>>27163398 #>>27166662 #
m00x ◴[15 May 21 04:29 UTC] No.27162367[source]▶
Why China? Most of the major chip fabs aren't made in China. They're mostly made in Taiwan, South Korea and the US. Unless we're strictly talking about TSMC, which does have 2/18 fabs in China.
replies(2): >>27162393 #>>27162609 #
1. artificial ◴[15 May 21 04:33 UTC] No.27162393[source]▶
The location of Taiwan to the mainland is the perceived concern with the Chinese navy and the reach of the American military. Recently a squadron was moved from Guam. China has been expanding its influence/territory via islands in the South China Sea over the last decade. I think it’s a strategic concern.