American Economics Thread

[FairAndUnbiased]

https://twitter.com/i/web/status/1774981989919228028

TSMC foundry “issues” were fake this entire time and were actually just bargaining tools for money

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We'll see right? But even equipment installation has not been done yet and was pushed back.

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Fab is still under construction as of November 2023 so no equipment installation is possible.

It takes 1 year or more to install equipment and qualify a fab.

 

[siegecrossbow]

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Why would you do a million simulations when it is pretty much common sense?

 

[SlothmanAllen]

Looks like TSMC is going to increase it's investment in US fabs due to CHIPS act funding. As of a result of this increase in investment, US will produce roughly 20% of the worlds most advanced chips by 2030.

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TSMC previously set its investment in Arizona at $40 billion. The increase to $65 billion would put the U.S. on track to produce roughly 20% of the world's leading-edge chips by 2030, the Commerce Department said in a press release.

 

[chgough34]

Looks like TSMC is going to increase it's investment in US fabs due to CHIPS act funding. As of a result of this increase in investment, US will produce roughly 20% of the worlds most advanced chips by 2030.

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Yep. This is even more evidence that the TSMC “issues” were all fake since CHIPS Act grants are performance based

 

[henrik]

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Buy tesla shares right now?

 

[chgough34]

https://twitter.com/i/web/status/1777262858155274691

TSMC verified it; they are getting volume production by 1H25 and building a third foundry in Arizona. All the “delay” stories were completely and totally fake and just a ploy to make money

 

[chgough34]

https://twitter.com/i/web/status/1777262858155274691

TSMC verified it; they are getting volume production by 1H25 and building a third foundry in Arizona. All the “delay” stories were completely and totally fake and just a ploy to make money

US “deindustrialization” is a meme created by politicians seeking votes in Midwestern swing states - the truth is that while U.S. manufacturing payrolls have indeed declined substantially, U.S. manufacturing is concentrated in a wide array of high-technology fields with substantial scale and depth in all said high-technology fields (and highly productive as well with output per worker in the hundreds of thousands of dollars so there is no need for large payrolls)

 

[gelgoog]

US “deindustrialization” is a meme created by politicians seeking votes in Midwestern swing states - the truth is that while U.S. manufacturing payrolls have indeed declined substantially, U.S. manufacturing is concentrated in a wide array of high-technology fields with substantial scale and depth in all said high-technology fields (and highly productive as well with output per worker in the hundreds of thousands of dollars so there is no need for large payrolls)

Is it? What happened to RCA? Motorola? Atari?

Even if you look at the US's much vaunted aerospace sector, most of the companies which made aircraft in the US during the start of the Cold War period are not around anymore. What happened to Rockwell, McDonnell, Douglas, etc?

 

[Heresy]

US “deindustrialization” is a meme created by politicians seeking votes in Midwestern swing states - the truth is that while U.S. manufacturing payrolls have indeed declined substantially, U.S. manufacturing is concentrated in a wide array of high-technology fields with substantial scale and depth in all said high-technology fields (and highly productive as well with output per worker in the hundreds of thousands of dollars so there is no need for large payrolls)

The article you posted does not in any way back up the assertion you have made in this post.

 

[chgough34]

Is it? What happened to RCA? Motorola? Atari?

Even if you look at the US's much vaunted aerospace sector, most of the companies which made aircraft in the US during the start of the Cold War period are not around anymore. What happened to Rockwell, McDonnell, Douglas, etc?

Rockwell split off into Rockwell Automation (a robotics firm) and Collins Aerospace as part of Raytheon. McDonnell-Douglas is currently nestled within Boeing Space and Defense Systems (Boeing SDS).

part of American manufacturing competitiveness is the ease of firm exit - if inefficient firms exit the marketplace through M&A or bankruptcy or otherwise, their employees and capital assets can be better utilized by more efficient firms. And the list of U.S. manufacturers is ubitquituous.