A Single Company in Taiwan Makes 92% of the World’s Most Sophisticated Chips
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15 comments on A Single Company in Taiwan Makes 92% of the World’s Most Sophisticated Chips
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15 Comments
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2 years ago
When the Japanese tsunami struck, the factory which produced all the videotape for the Sony high definition tape machines, was flooded. Sony had some tape in storage, but not enough for everyone’s needs in Hollywood.
Fortunately, some tape was able to be recycled to fill the gap until the factory was up and running again. The show must go on.
2 years ago
TSMC did promise in May, 2020 to build a chip plant in Arizona and invest $12 Billion. Fast forward to June 2, 2021 and TSMC announced that they have begun construction on the new plant. They kept their promise to Trump. That they will not make their top-line chips there was not promised and expected since the Taiwanese want to keep their expertise in the sector as well as giving the US a strong incentive to protect the island. There is also an agreement in place for a while now that if China attacks Taiwan the US will fly out their top chip scientist and engineers to the US.
2 years ago
Cue the helicopter scene from Miss Saigon.
2 years ago
I am sure they have already chosen the music score for the trip out.
2 years ago
We are finally at the point where the tangible item means more than the securitization of the item. You can have all of the stock in TMSC (or if they had semiconductor futures then that also) that you want but it doesn’t mean that you can build a vehicle, a computer, or a smartphone with a derivative of the item. I am waiting for the real world to win out in everything else including agriculture, energy, and automobiles.
2 years ago
Some of it will come back.
link to anandtech.com
2 years ago
This is nothing new. TSMC has been manufacturing chips for US companies for years. Global Foundries, a spinoff of AMD, is another.
2 years ago
And the decision of the automakers was a result of their expectation of a prolonged recession, longer and deeper than would have happened if the Fed had been known to be committed to committed to an NGDP target or even an average inflation target. It was not so committed and in fact inflation expectation plummeted in February 2020.
2 years ago
It’s been this way for over 2 decades. Nothing new here.
2 years ago
and here i was thinking the frito lay company was the world leader in chips.
2 years ago
Reminds me of an article I read back in late seventies where an MBA claimed his wizardry was applicable to any chip – semiconductor chip or potato chip. I wonder how many MBAs vs engineers are employed by TSMC
2 years ago
Anyone have any idea why the Chicoms would invade Taiwan? Here’s the plan; First the virus and then the chips. Game over.
2 years ago
Same reason they’ve taken Hong Kong.
2 years ago
No ease up in inflation in these things for while then. Presumably they’ll be dearer when produced in the US, which is why they weren’t in the first place.
2 years ago
I used to work in the semiconductor field and TSMC was one of our largest suppliers. We tried diversifying to remove our dependence on single suppliers. Then the Japanese earthquake occurred and we discovered that about 4 layers down in the supply chain, all our silicon suppliers were sourcing from a wafer supplier in Sendai, epicenter of the earthquake destruction. So we try to multi-source, but managing supply chains is super difficult. You can’t really have 5 or 6 completely independent supply chains.