and now that the US is interested in chip manufacturing again the new facilities will match TSMC in a few years.
Erm… You know how we’re doing that right?
We just invited the Taiwanese to stay in Arizona. I don’t expect Taiwan to give us their latest-and-greatest technologies. But this is still good for us in the great scheme of things.
But even USA’s #1 chipmaker, Intel, has fallen behind Taiwan. USA’s 3rd party manufacturer, GlobalFoundries, is 12nm and has no plan to go further. TSMC is still the only one who can help us with the CHIPS program, albeit by building a factory in Arizona but that’s still Taiwanese controlled technology.
What Taiwanese technology? Name some.
Intel is building fabs, TSMC is moving away from Taiwan due to the geopolitical risks.
Uh huh…
TSMC is literally a Taiwan-sponsored company. Its the Taiwanese Semiconductor Manufacturing Company. They’re 100% full bred Taiwanese executives, engineers, and scientists. Their literal geopolitical aim is the “Silicon Shield”, the creation of such companies and processes to encourage other entities (like USA) to defend them.
There’s a reason why AMD, Intel, NVidia, Apple, Samsung, and Qualcomm (aka: Snapdragon aka Android’s #1 chip) are all made in TSMC aka Taiwan. Because they got better manufacturing technology than us. We literally cannot replicate their feats of production.
IE: Yields (percentage of completed chips without errors), costs, production node advancements (3nm vs 2nm), etc. etc.