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 ...
Pinging Dayglored and ShadowAce for their tech ping lists.
If you want on or off the Apple/Mac/iOS Ping List, Freepmail me.
Woot!
AWESOME, AWESOME, AWESOME DECENT, DECENT, DECENT
Apple supplier TSMC to build multibillion-dollar chip plant in Arizona with Trump admin backing
Thursday, May 14, 2020 4:14 pmIn 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 Apples ARM-based A13 Bionic SoC is fabricated by TSMC Apples ARM-based A13 Bionic SoC is manufactured on TSMCs 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. Its 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, itll mark a shift in policy and rhetoric from a Republican administration. Trumps 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 Chinas access to semiconductor technology. A TSMC deal to bring high-skilled work to Arizona may help Trumps re-election prospects this year.
MacDailyNews Take: COVID-19 will produce many paradigm shifts.
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.
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.
Good.
Important materials and manufacturing need to be domestic.
The USA must be able to provide for itself.
Not two days ago, I was reading where this would NEVER happen.
Ha ha ha...
Trump makes things happen.
Tech Ping
Applied Materials and ASML big winners.
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.
Where in AZ?
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.
Arizona will subsidize TMSC so it will built be somewhere in Arizona.
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.
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.
Disclaimer: Opinions posted on Free Republic are those of the individual posters and do not necessarily represent the opinion of Free Republic or its management. All materials posted herein are protected by copyright law and the exemption for fair use of copyrighted works.