Posted on 05/14/2020 6:02:29 PM PDT by Candor7
Commerce Secretary Wilbur Ross has been in discussions for several years with both TSMC and Intel to build advanced chip manufacturing plants in the U.S. and extract U.S. supply chain needs from China and southeast Asia. It appears his efforts, and the emphasis on global supply-chain shifts from President Trump, are getting results.
According to numerous media reports Taiwan Semiconductor Manufacturing Co (TSMC) is likely to announce this week they will build an advanced chip manufacturing facility in Arizona. A manufacturing facility for advanced 5 nanometer chip manufacturing is a steep investment decision costing around $10 billion.
This shift in a high-tech supply chain will align with President Trump’s prior discussions with Tim Cook the CEO of Apple which led to a decision to invest in Texas. TSMC is a chip supplier for Apple products; and Apple is moving to the 5nm processors in new devices. It looks like the movement of advanced industrial products away from China is underway.
(Via Appleinsider) – Apple supplier Taiwan Semiconductor Manufacturing Co. is set to announce that it plans to build an advanced chip factory in Arizona.
Taiwan-based TSMC is the world’s largest contract manufacturer of silicon chipsets and has long been Apple’s primary supplier of A-series chips.
Now, TSMC is said to be on the verge of announcing new plans to build out an advanced 5-nanometer facility in Arizona, The Wall Street Journal reported on Thursday. The decision, reached by TSMC executives at a board meeting in Taiwan on Tuesday, could be announced as soon as Friday. (link)
This move is a direct result of President Trump playing the economic long-game with an assembly of interests… one result within a much bigger picture.
President Trump has been creating a dual position for several years; this is very unique because it is the same strategy used by China. By expressing a panda mask, yet concealing the underlying dragon, President Trump’s policy to China is a mirror of themselves.
Historic Chinese geopolitical policy, vis-a-vis their totalitarian control over political sentiment (action) and diplomacy through silence, is evident in the strategic use of the space between carefully chosen words, not just the words themselves.
Each time China takes aggressive action (red dragon) China projects a panda face through silence and non-response to opinion of that action;…. and the action continues. The red dragon has a tendency to say one necessary thing publicly, while manipulating another necessary thing privately. The Art of War.
President Trump is the first U.S. President to understand how the red dragon hides behind the panda mask.
First he got their attention with tariffs. Then… On one hand President Trump has engaged in very public and friendly trade negotiations with China (panda approach); yet on the other hand, long before the Wuhan virus, Trump fractured their global supply chains, influenced the movement of industrial goods to alternate nations, and incentivized an exodus of manufacturing (dragon result).
It is specifically because he understands that Panda is a mask that President Trump messages warmth toward the Chinese people, and pours vociferous praise upon Xi Jinping, while simultaneously confronting the geopolitical doctrine of the Xi regime.
In essence Trump is mirroring the behavior of China while confronting their economic duplicity.
There is no doubt in my mind that President Trump has a very well thought out long-term strategy regarding China. President Trump takes strategic messaging toward the people of china very importantly. President Trump has, very publicly, complimented the friendship he feels toward President Xi Jinping; and praises Chairman Xi for his character, strength and purposeful leadership.
To build upon that projected and strategic message – President Trump seeded the background by appointing Ambassador Terry Branstad, a 30-year personal friend of President Xi Jinping.
To enhance and amplify the message – and broadcast cultural respect – President Trump used Mar-a-Lago as the venue for their first visit, not the White House. And President Trump’s beautiful granddaughter, Arabella, sweetly serenaded the Chinese First Family twice in Mandarin Chinese song showing the utmost respect for the guests and later for the hosts.
All of this activity mirrors the duplicity of China. From the November 2017 tour of Asia to the January 2020 China phase-1 trade deal, President Trump has been positioning, for an economic decoupling and a complete realignment of global trade and manufacturing.
This announcement by TSMC today is one small part of a much bigger economic reset currently underway. Beijing isn’t stupid, they can see themselves being outwitted and outplayed. President Trump is winning.
See:
Unlikely TSMC (Computer Chip Giant)will soon build in US Taipei Times ^ | Tue, May 12, 2020 | unattributed )
http://www.freerepublic.com/focus/f-news/3843834/posts
Excellent. It was never a good idea to outsource critical parts to a semi-hostile nation.
This is BIG!
Really BIG
Ping to big news in computer chip US Domestic production TSMC.
( Remember , the Taipei press said it wouldn’t happen.)
President Trump is winning.
Taiwan isn’t hostile.
Lots of great engineering talent and MUCH better than Mainland China.
It is a really BIG Deal, but you won’t read much about it in the Fake News MSM!
TSMC announces intention to build and operate 5nm fab in US
https://www.digitimes.com/news/a20200515VL200.html
No, but much of our critical parts come from China. And Taiwan is so close to China that in any conflict with the US, Taiwan would be blockaded by China, if not attacked and invaded.
Fantastic!
In three years our chips will be light years ahead of Red China’s.
Bookmark
The meme of the day right there.
I remember when that foreign moslem/communist SOB said it too.
That rendered a definite snorting laugh right here. Had to blow my nose!
BOOM!
Bring chip production baCK to US. Designed here and now produced here.
This helps McSally too.
Processors and ASIC’s here. Leave low profit memory chips in Asia.
They need a safe place to build their chips and DoD is probably chipping in cash to help.
Unfortunately, not true. Keep in mind that the latest Intel chips are often designed in Israel, and that many phone chips are based off UK (ARM) designs.
China will still be getting licenses to build at least the latter, and even the AMD Ryzen line of PC chips is made under license/contract by TSMC and GlobalFoundry because AMD doesn’t have their own foundry. One of the GF fabs is being built in Chengdu China as we speak.
Getting a 5nm fab back in the US is a good start, but only a start.
Ariz. seems to be a long term popular venue to build chip factories.
Is climate a strong factor in building and operating same?
Make Taiwan the 51st state. Wait, are they liberal like most Asians or more conservative after the reality of dealing with China?
Processors and ASICs are useless without memory chips.
Should be mentioned that quite a lot of RAM and SSD units sold in the US are actually made here. https://www.neweggbusiness.com/smartbuyer/components/born-in-the-usa-computer-hardware-made-in-america/
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