Companies committing to US manufacturing to be awarded government contracts per WSJ.
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@hb+1jmzkkahf
Taiwan isn’t China, dipshít.
As I write this post yours is the only post in this thread with the word "China" in it. I'd ask what you are talking about but clearly you don't know.
Arizona will be the long term goal.
If @hb+1jmzkkahf is correct you're talking about a trivial increase in wafers which aren't even on TSMC's latest process node. Oh, and doing my own search shows half of the employees in Arizona will be from Taiwan:
https://www.tomshardware.com/tech-industry/semiconductors/50-percent-of-tsmcs-arizona-employees-are-from-taiwan-despite-recent-controversies-company-plans-to-hire-more-us-workers-over-time
Does anyone remember when Foxconn was going to make display panels in Wisconsin in the first year of the previous Trump administration? Maybe they didn't get enough government subsidies.
@hb+1jmzkkahf
Taiwan isn’t China, dipshít. In fact, it’s the opposite.
Also, you don’t ramp up chip production overnight. Arizona will be the long term goal. Initially the most expensive chips, then others.
Where does NVIDIA make its highest end chips?
Enter that string into the Google machine and the first article that comes up is from Business Insider with the following quote:
Unlike some semiconductor companies, Nvidia doesn't manufacture any of its own chips. Most of Nvidia's high-end chip production is done by TSMC at its Taiwan-based factories, industry experts told Business Insider.
Googling "companies making high end chips in arizona" confirms plans for a TSMC site to produce 20,000 wafers a month (240,000 wafers a year) and Googling "how many wafers does tsmc make in a year in taiwan" says in 2023 TSMC made 16,000,000 wafers world wide which implies Arizona would represent a 1.5% increase, assuming TSMC hasn't increased capacity since 2023. Reading a little further says the Arizona plant is based on the 5nm process node and that NVIDIA's latest chips use a custom 4nm process from TSMC built on the 5nm node so there is reason to believe they could make those NVIDIA chips at that site.
Seconds of research resulting in less text than my first elementary school book report. It's no wonder Cisco needs to keep acquiring companies.
@cr+1jmzkkahf
Arizona as of 2025.
Companies committing to US manufacturing to be awarded government contracts per WSJ.
Where does NVIDIA make its highest end chips?
I'm over the inclusive talk and the stupid rah rah shows. We have more "inclusive" id--ts than the average company. I hope this company is punished on a huge scale by a lack of government contracts. Every last board member and certainly every part of the ELT down to every VP should be fired. You would see no difference in anything other than the bottom line. Then fire 90% of the senior directors. Most of those su-k. There does not need to be more than 5 levels between any IC and the CEO.
But Nvidia stock is still going in the toilet.
Cisco DEI stays. Just gets all new names for programs and titles to obfuscate things. And changing the names of budget items. A lot of companies will be doing this and claim their DEI budget and program are gone.
Doesn’t mean jack unless Cisco complies with the EO eliminating DEI programs. No compliance means no fat gov contracts.
CR (and ELT) have a legal/fiduciary obligation to the shareholders to maximize profits. If they knowingly act against those obligations, say like ignoring the EO because of politics, they can/will be sued.
Watch the “inclusive” talk/actions rightfully fade in to the background.
@a2+1jmzkkahf
That just means FedRAMP approved/certified.
No contracts were awarded for it.
Not surprised
Also, Cisco announced that it had won Federal Risk and Authorization Management Program (FedRAMP) authorization at the Moderate Impact Level for its Cisco Meraki for Government solution under the U.S. Department of Homeland Security’s Cybersecurity and Infrastructure Security Agency (CISA) sponsorship.