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(in Taiwan)


> (in Taiwan)

But also:

At the TSMC second-quarter earnings conference and conference call on Thursday, TSMC chairman C.C. Wei (魏哲家) said that after the completion of the company’s US$165 billion investment in the US, “about 30 percent of our 2-nanometer and more advanced capacity will be located in Arizona, creating an independent leading-edge semiconductor manufacturing cluster in the US.”

The Arizona investment includes six advanced wafer manufacturing fabs, two advanced packaging fabs and a major research and development center.


Hey, how much water would that infrastructure need, possibly?


Isn't this water nearly 100% recyclable? It's not that it would get used up, like water used for watering of almond trees in California.


I mean, it could be - the highly filtered water could be re-filtered.

But unless it's cheaper to do so, or they're required by law to do so, they're just going to pump cleaner starting water out of the drinking supply and use that.

And good luck finding a city or state government that's not so desperate for big industry and tech jobs to arrive that they will hold their feet to the fire and demand they cut water use.




As TSMC and Taiwang government policy, they always build it first in Taiwan, run for some years and then build in the US. They keep Taiwan relevant and protected this way.


Geopolitics aside, is this not just good business sense given the accepted labor practices and talent pool in Taiwan vs. other countries?


Yeah, who wouldn't invest locally first when there is an economic advantage to doing so? Their suppliers, talent base, and management are all there already.


I don’t think you can separate geopolitics from business in this case.


The hint is in the company’s name. ;)


TSMC building outside of Taiwan is a big deal these days: https://en.wikipedia.org/wiki/TSMC#Arizona https://en.wikipedia.org/wiki/TSMC#Washington https://en.wikipedia.org/wiki/TSMC#Japan https://en.wikipedia.org/wiki/TSMC#Germany

From the article:

  "about 30 percent of our 2-nanometer and more advanced capacity will be located in Arizona"
.. so it's interesting that they are moving forward with domestic 1.4nm given the geopolitical climate.


> The hint is in the company’s name. ;)

They might build factories outside Taiwan you never know.


Of course. And were that the actual case, it would be worth having in the summary.


The chips we need for the machines that will defend Taiwan are being built in Taiwan is just a ridiculous game of chicken to be setup.

I wish they’d take the next step with the defense treaty to move even more capacity (esp for the highest grade stuff) to stateside.


Most of the defense tech is not using bleeding edge N2-N7 nodes.




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