At least 4-5 major microchip manufacturers are building plants here in America. It's a national security issue to rely on China to make chips, so it's great to see this happening. Trump made this happen with his constant talk of returning manufacturing to the U.S.
4 to 5 major microchip makers are building plants in America
- Thread starter Milf Dots
- Start date
China makes 6% or so. As does the US at the moment.
Most come from Taiwan (65%) and South Korea (15%), both of which are US-friendly. All Samsung chips come from those countries, none from China.
Cheap Chinese labor is leveraged to assemble many electronics devices, but they don't produce the chips.
Most come from Taiwan (65%) and South Korea (15%), both of which are US-friendly. All Samsung chips come from those countries, none from China.
Cheap Chinese labor is leveraged to assemble many electronics devices, but they don't produce the chips.
Taiwan looking a lot like Ukraine lately... It is friendly for now
My response was to the claim "It's a national security issue to rely on China to make chips" - China doesn't make them.
Our reliance on their labor is one thing, but building new chip manufacturing plants here won't solve that problem. Finding cheap labor to replace workers as found at foreign assembly plants would be near impossible, and those facilities would have to be built as well.
Since Taiwan manufactures the most chips it should be know that they pay very well.
www.glassdoor.com
TSMC Salaries in Taiwan
TSMC Salaries trends. 905 salaries for 206 jobs at TSMC in Taiwan. Salaries posted anonymously by TSMC employees in Taiwan.
Moving any production of critical good to the US is a Good Thing(tm).
My fear is that these plants are going to open and create an excess of supply at the same time that demand is shrinking due to an economic downturn, and then a bunch of Wall Street bitches are going to say that this is why we shouldn't invest in manufacturing, and we'll see another two-decade-long exodus of domestic manufacturing.
My fear is that these plants are going to open and create an excess of supply at the same time that demand is shrinking due to an economic downturn, and then a bunch of Wall Street bitches are going to say that this is why we shouldn't invest in manufacturing, and we'll see another two-decade-long exodus of domestic manufacturing.
Wolfspeed just opened a Billion $ plant in Utica NY. This thing is HUGE!!!!
Glad to see this happening. Far too long we've been dependent on foreign countries for our livelihood.
Silicon manufacturing was already set to outpace demand before covid. It may have had an artificial spike, but more production was necessary anyways.
It may take a few extra years to pay for the cost of the plant, but it's not like we're going to quit using silicon.
I completely agree, because I'm looking at things on a time horizon of a few decades. But Wall Street can't look past the next quarter, and we all know damn well how this will go down the first time one of these plants generates an on-paper loss over an arbitrary unit of time.
As long as I get a round of cheap thermals out of the deal, I can deal with that
In all seriousness, you're probably right
Unfortunately, I don't think these new plants will do much to make cheaper thermals or even the sort of course used in durable goods like cars, appliances, and industrial PLCs. All of this stuff is built on "outdated" process nodes, which chips that are relatively large (and thus expensive) for their function but are reliable and durable. My guess is that the vast majority of this new capacity will be towards the leading-edge - good for GPU cards and certain cell phone chips, but not the stuff that you'd want in critical aircraft systems or even your dishwasher.
If nothing else, someone needs to make this a defense priority and waste some of my taxpayer dollars accordingly.
I believe Trump pushed for TSMC to build a plant in the Phoenix area just for defense chips. Right now all the defense chips for the US come from Taiwan.
Similar threads
