Thread regarding Intel Corp. layoffs

TSMC Arizona chip plant will be a paperweight, says analyst

https://9to5mac.com/2023/09/11/tsmc-arizona-chip-plant/

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| 3071 views | | 15 replies (last September 18, 2023) | Reply
Post ID: @OP+1oyzkawq

15 replies (most recent on top)

That's a big paperweight. What stack of papers would it be used to secure?

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Post ID: @7mku+1oyzkawq

maybe not the only paperweight in AZ

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Post ID: @6dsv+1oyzkawq

@4byu+1oyzkawq You got it right and why Intel TD and manufacturing in Oregon, Arizona, New Mexico and Ohio have no chance. All the good ones go to software and only H1Bs trapped work at Intel

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Post ID: @4yaw+1oyzkawq

In Taiwan: TSMC is top dog, everyone dreams of working for TSMC (like Samsung in Korea). People major in HW manufacturing to get a TSMC job.
In America: what's TSMC? Why major in HW manufacturing to be stuck to one company in AZ, when I can major in SW and get a job for FAANG or many others anywhere that pays a lot more. Also, who wants to deal with chemicals and clean room hassles and schedule?

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Post ID: @4byu+1oyzkawq

TSMC is a militaristic organization, but their compensation is extremely good in Taiwan. It's a product of a totally different society, not something other countries can duplicate.

As for politics, they want to stay put so that you have to go and save their a-s. If you got what you wanted here, you wouldn't go there and fight, would you?

American workers expect too much.
https://x.com/kenklippenstein/status/1701658625280704599

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Post ID: @2poq+1oyzkawq

"America doesn't have the workers they want."
Correction. America doesn't have the slaves that it needs.
It is a moot point. TSMC will be China's soon enough.

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Post ID: @2mks+1oyzkawq

"The Taiwanese would be massively jailed for misgendering their employees. They will call a fat woman they/them because she weighs N times heavier than an Asian person. Furthermore, they will call a person he/him and she/her at random because there ain't such distinctions in Chinese. It will be a zoo."

Yup, the US culture has been shredded.
It is surprising though just how fast it has happened.
Oddly enough a large part of this came from our so called "elite" universities or re-education centers which are now just mediocre greedy bureaucracies that take advantage of young adults.

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Post ID: @2dex+1oyzkawq

The metaphors are all about collecting clicks. Dylan Patel is trying to make a name for himself but is just making to be a fool with this one.

Of the total wafer output the two fabs in Arizona being built are small compared to the huge capacity in Taiwan, but a start. Leading and lagging node have many customers and needs and will be relevant to diversification of the fab network.

But Biden and Pat and the rest of the western wold is fooling itself if it can localization semiconductors. We got many car plants in the US from Toyota, Honda and others but let’s be real those are great cars because they are designed and engineered in Japan just made in the US. The same can be said for chip technology and future TSMC and Samsung in US

Pat can crow all he wants about more money and localization but the war is already lost for Intel and silicon technology. Their Foundry will be a bust and their technology hasn’t the volume or scale to ever be cost competitive again,! That is why Intel is the one that most needs and crows for government handouts

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Post ID: @1aqo+1oyzkawq

At first I thought the establishment of TSMC in AZ is to avoid the entire manufacturing of cell phone chipsets and PC CPUs to fall into communist China hands if they invade Taiwan. It is a national security thing. Am I wrong ?

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Post ID: @1snw+1oyzkawq

Yep, that is why we sold some to TSMC.

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Post ID: @1mtk+1oyzkawq

The Taiwanese would be massively jailed for misgendering their employees. They will call a fat woman they/them because she weighs N times heavier than an Asian person. Furthermore, they will call a person he/him and she/her at random because there ain't such distinctions in Chinese.

It will be a zoo.

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Post ID: @1lot+1oyzkawq

"American unions are naturally unhappy about this"

Is it already unionized? WTF.

BTW, packaging should be near where final assembly is, which is in Asia.

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Post ID: @1hmi+1oyzkawq

They don't want to be here.
America doesn't have the workers they want.
They are kidnapped by politics.

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Post ID: @1ucw+1oyzkawq

they mean the Chinese TSMC Arizona chip plant
it's inevitable
probably within the next year or 2 before Biden's "term" is over

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Post ID: @1rhz+1oyzkawq

This idea that the CHIPs act is going to make US less dependent of foreign suppliers in semiconductors is ridiculous. Everybody already knows that.

Total outlays for CHIPs act relative to total spend is as close to zero as one can measure. There are much bigger problems in US regarding domestic repatriation of manufacturing then just money -- cost structure, regulatory, labor market, available technical skills etc.,

If TSMC plant is a paperweight, Intel's US plants are boat anchors.

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Post ID: @aiw+1oyzkawq

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