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Taiwan Semiconductor confirms $12B U.S. plant
SEEKINGALPHA ^ | May 15, 2020 3:18 AM ET | By: Yoel Minkoff, SA News Editor

Posted on 05/15/2020 1:16:56 AM PDT by Swordmaker

Taiwan Semiconductor Manuf... (TSM)

Taiwan Semiconductor (NYSE:TSM), a major supplier to Apple (NASDAQ:AAPL) and Qualcomm (NASDAQ:QCOM), has confirmed plans to build a $12B chip factory in Arizona as the U.S. tries to wrestle global supply chains back from China.

The plant, which would create over 1,600 jobs, will produce the most sophisticated 5 nanometer chips that can be used in high-end defense and communications devices.

The Trump administration is also in talks with Intel (NASDAQ:INTC) about new foundries. While the company has major manufacturing operations in the U.S., it supplies only its own chips rather than making them for outside customers.

(Excerpt) Read more at seekingalpha.com ...


TOPICS: Business/Economy; Culture/Society; News/Current Events
KEYWORDS: applechipmaker; applepinglist; china; tsmc
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Taiwan Semiconductor (TSMC) is the company the manufactures all of Apple’s custom A Series System on a Chip (SoC) for their iPhones and iPads. TSMC is now making the 14th generation A14 Bionic SoC Processor for this fall’s introduction of the newest iPhone iteration. The current line, including the newly released iPhone SE, use the 13th generation A13 Bionic SoC.
1 posted on 05/15/2020 1:16:56 AM PDT by Swordmaker
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To: dayglored; ShadowAce; ~Kim4VRWC's~; 1234; 5thGenTexan; AbolishCSEU; Abundy; Action-America; ...
Taiwan Semiconductor (NYSE:TSM), a major supplier to Apple (NASDAQ:AAPL) and Qualcomm (NASDAQ:QCOM), has confirmed plans to build a $12B chip factory in Arizona as the U.S. tries to wrestle global supply chains back from China. TSMC anticipates employing 1,600 workers at the new foundry. WINNING!!!—PING!

Pinging Dayglored and ShadowAce for their tech ping lists.


Apple’s Chip Maker, TSMC, is building
a Chip Foundry in Arizona
APPLE PING!

If you want on or off the Apple/Mac/iOS Ping List, Freepmail me.

2 posted on 05/15/2020 1:25:18 AM PDT by Swordmaker (My pistol self-identifies as an iPad, so you must accept it in gun-free zones, you hoplophobe bigot!)
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To: Swordmaker

Woot!


3 posted on 05/15/2020 1:28:20 AM PDT by generally ( Don't be stupid. We have politicians for that.)
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To: Swordmaker

AWESOME, AWESOME, AWESOME — DECENT, DECENT, DECENT


4 posted on 05/15/2020 1:36:31 AM PDT by House Atreides (It is not a HOAX but it IS CERTAINLY A PRETEXT.)
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Apple supplier TSMC to build multibillion-dollar chip plant in Arizona with Trump admin backing
Thursday, May 14, 2020 4:14 pm

In a potential realignment of global trade designed to allay U.S. concerns over supply chain security, Taiwan Semiconductor Manufacturing Co. (TSMC) is planning to build a multibillion-dollar chip plant in Arizona with the backing of the Trump administration.

Apple supplier TSMC to build multibillion-dollar chip plant in Arizona with Trump admin backing. Image: Apple's Arm-based A13 Bionic SoC Apple’s ARM-based A13 Bionic SoC is fabricated by TSMC Apple’s ARM-based A13 Bionic SoC is manufactured on TSMC’s 2nd generation 7nm N7P technology and contains 8.5 billion transistors.

TSMC is the first foundry to provide 7-nanometer production capabilities and the first to commercialize Extreme Ultraviolet (EUV) lithography technology in delivering customer products to market in high volume. As of 2018, TSMC employed 48,752 people worldwide.

Ian King and Debby Wu report for Bloomberg:

The Taiwanese company is negotiating a deal with the administration of President Donald Trump to manufacture semiconductors in the U.S. to create jobs and produce sensitive components domestically for national security reasons, according to people familiar with the situations. Talks have been progressing swiftly in recent days and an announcement could come as early as Friday, according to the people, who asked not to be identified because the deal is not public yet.

TSMC is the largest and most advanced maker of chips for other companies. Its factories, which are primarily located in Taiwan, produce important components designed by Apple Inc. and most of the largest semiconductor companies… An agreement would call for TSMC to build a plant in Arizona by 2023, according to the people. It’s unclear what type of support the project will get from the federal government or the state of Arizona.

A cutting-edge fab is expensive to build. TSMC spent NT$500 billion ($17 billion) to build an advanced facility in the southern Taiwanese city of Tainan that will churn out components for new iPhones this year. It plans another $16 billion in capital spending this year.

If the federal government provides cash for a U.S. plant, it’ll mark a shift in policy and rhetoric from a Republican administration. Trump’s White House has rarely supported such direct industrial intervention, favoring market dynamics. However, emerging trends may be forcing a reconsideration… Meanwhile, Trump has attacked international trade deals and tried to limit China’s access to semiconductor technology. A TSMC deal to bring high-skilled work to Arizona may help Trump’s re-election prospects this year.

MacDailyNews Take: COVID-19 will produce many paradigm shifts.


5 posted on 05/15/2020 1:38:55 AM PDT by Swordmaker (My pistol self-identifies as an iPad, so you must accept it in gun-free zones, you hoplophobe bigot!)
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To: Swordmaker

I think that Bloomberg is forgetting the $100 Billion set aside from repatriation tax revenue money for reinvestment in rebuilding America manufacturing loan guaranteess. Some of that is still untouched.


6 posted on 05/15/2020 1:43:09 AM PDT by Swordmaker (My pistol self-identifies as an iPad, so you must accept it in gun-free zones, you hoplophobe bigot!)
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To: Swordmaker

Well bloombert and wu are giving the usual anti Trump slant (no pun intended) to the story.

This is great news.

And i’m guessing a LOT MORE will come as a result of this virus.

Even IDIOTS like merkel know they cannot count on or trust china anymore.

Let’s get our jobs back here and this virus will have done something maybe nothing else could have.

That doesn’t make me feel less for the people that have died.

It just is.


7 posted on 05/15/2020 1:45:14 AM PDT by dp0622 (Radicals N racists dont point fingers at me I'm a small town white boy Just tryin to make ends meet)
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To: Swordmaker

Good.

Important materials and manufacturing need to be domestic.

The USA must be able to provide for itself.


8 posted on 05/15/2020 2:14:13 AM PDT by Arcadian Empire
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To: Swordmaker

Not two days ago, I was reading where this would NEVER happen.

Ha ha ha...

Trump makes things happen.


9 posted on 05/15/2020 2:57:25 AM PDT by DoughtyOne (Some of the folks around these parts have been sniffing super flu.)
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To: Swordmaker; rdb3; JosephW; Only1choice____Freedom; martin_fierro; Still Thinking; zeugma; Vinnie; ..

Tech Ping


10 posted on 05/15/2020 3:28:04 AM PDT by ShadowAce (Linux - The Ultimate Windows Service Pack)
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To: Swordmaker
A silicon atom is .12 nanometers across so 5 nanometers is getting close to the bottom.
11 posted on 05/15/2020 4:39:02 AM PDT by Nateman (If the left is not screaming, you are doing it wrong.)
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To: Swordmaker

Applied Materials and ASML big winners.


12 posted on 05/15/2020 4:50:24 AM PDT by spokeshave
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To: Swordmaker
TSMC is now making the 14th generation A14 Bionic SoC Processor for this fall’s introduction of the newest iPhone iteration.

Is there any way of giving the 13th generation a Passmark score? What Intel mobile and or desktop CPU is this 13th generation equivalent to? My guess is in between i3 and i5 --- Intel 10th generation mobile CPU. And closer to i5 on this.

13 posted on 05/15/2020 4:51:04 AM PDT by dennisw
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To: Swordmaker
These 2 processors are roughly equivalent>>> I have a laptop with i5-8250U. It is a good CPU and the 10th gen i5 are not much faster according to passmark scores>>>>>>>

Intel Core i5-8250U vs Apple A13 Bionic
Geekbench 4 - Multi-core & single core score
https://gadgetversus.com/processor/intel-core-i5-8250u-vs-apple-a13-bionic/

 

14 posted on 05/15/2020 5:02:06 AM PDT by dennisw
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To: dennisw

Where in AZ?


15 posted on 05/15/2020 5:32:12 AM PDT by Oldexpat (Stand strong VA.)
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To: Swordmaker

Good articles on evolution of fabs? Modern fabs are much more automated and less human touching of wafers? Wafers are very large now and yields are much higher.

This manufacturing needs to be repatriated back into the US. Engineers need to be paid well that participate in this. Need to get away from diverting STEM towards Google and Facebook crap.


16 posted on 05/15/2020 5:50:47 AM PDT by bakkentom
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To: Oldexpat
"Taiwan Semiconductor Manufacturing Co., the world’s largest contract semiconductor foundry, said today that it plans to build an advanced chip foundry in Arizona with support from the state and the United States federal government."

Arizona will subsidize TMSC so it will built be somewhere in Arizona.

17 posted on 05/15/2020 6:01:23 AM PDT by dennisw
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To: Swordmaker

Arizona is a natural location for the next Silicon Valley - if our voters can resist the temptation to vote collectivist because the teachers unions tell them to.


18 posted on 05/15/2020 6:14:46 AM PDT by Mr. Jeeves ([CTRL]-[GALT]-[DELETE])
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To: spokeshave

AMD, Nvidia and Intel are all getting chips made on the new 7 nm process. AMD is also getting 5 nm chips made. This process is what ran the AMD stock price up to the $55 dollar range.


19 posted on 05/15/2020 7:18:10 AM PDT by ClayinVA ("Those who don't remember history are doomed to repeat it")
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To: ClayinVA

https://en.m.wikipedia.org/wiki/Semiconductor_device_fabrication


20 posted on 05/15/2020 9:08:56 AM PDT by bakkentom
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