Chinese semiconductor industry

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staplez

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tokenanalyst said:
View attachment 122870

After investing FORTY BILLIONS in the US, mostly because political pressure from US and Taiwanese politicians, ladies and gentlemen , TSMC is only going to receive a paltry 200 million dollars of the Chip act money, SAMSUNG with half of TSMC investment is going to recieve 6 TIMES what TSMC is going to recieve. On top of that by receiving this paltry 200 million dollars TSMC will have to curtail their investment in China, leaving the company more weak against their Mainland archrival (SMIC) and Now HuaHong that is planning to launch a 14nm process node next year.

Considering that this Arizona fab have to compete with their Taiwanese facilities in price, if they cannot get those prices low down then I have my doubts that US companies are going to move their production from Taiwan to the US, given that the most advance nodes is going to be still in Taiwan and making chips for the US military cannot justify a 40 billion dollar investment. To reduce cost TSMC would have to create a mini Taiwan in the middle of the desert, hiring US worker is not going to cut it and more that Intel and Micron a building their own fabs and they pay more. So if TSMC Arizona fail the political fallout in that island is going be brutal.​
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I think we are all missing why TSMC is doing this to begin with. It's not about the subsidies. It is about giving Taiwanese people an avenue of escape. Just look at all the union complaints about Taiwanese people moving there and TSMC saying they can't use Americans.

It's clear to me that the goal is to use this as an opportunity for Taiwanese people to leave Taiwan. Considering Taiwan's current economic issues, this is very popular.

Ironically, this actually improves relationships with China. Since those leaving are certainly those who support the American regime. All in all I think this chips act is a great thing for China. Hopefully in the long run they'll get more money for the exodus. Sadly, the 200 million tells me USA isn't that ignorant of what is happening.
 
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CMP

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staplez said:
I think we are all missing why TSMC is doing this to begin with. It's not about the subsidies. It is about giving Taiwanese people an avenue of escape. Just look at all the union complaints about Taiwanese people moving there and TSMC saying they can't use Americans.

It's clear to me that the goal is to use this as an opportunity for Taiwanese people to leave Taiwan. Considering Taiwan's current economic issues, this is very popular.

Ironically, this actually improves relationships with China. Since those leaving are certainly those who support the American regime. All in all I think this chips act is a great thing for China. Hopefully in the long run they'll get more money for the exodus. Sadly, the 200 million tells me USA isn't that ignorant of what is happening.
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Once bitten, twice shy. They got conned by Foxconn so now they are extra cautious of other Taiwanese giants like TSMC. As for why US-based giants like Intel haven't officially received the money yet, they seem be haggling with the government over there not being enough demand to absorb excess supply generated by a new US fab. And of course US suppression of high end chip sales to China is one of the big spoken or unspoken reasons that might be driving Intel to haggle.
 
Phead128

Phead128

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tokenanalyst said:
The 39 billion was announced by the US government, 15 billion was what TSMC asked, the table according the source in semiwiki come from "good jobs first", guys that track government subsidies and Raymondo already said they will give the money next year, so is already distributed.
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Well, I tracked the
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. It says the table represents state/local gov't subsidies, not US Federal gov't subsidies (i.e., CHIPS Act). So TSMC only received $0.2B from state/local gov't, likely because CHIPS Act
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by the US federal gov't.

Most of these projects were announced before the passage of the CHIPS Act. However, these companies likely expected future U.S. government subsidies. The subsidies listed in the table are from state and local governments. The organization
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tracks government financial assistance to business.
1703038902530.png
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So yea, it's a bit premature to claim victory yet. Just wait till next year when CHIPS Act is distributed.
 
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tokenanalyst

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Phead128 said:
Well, I tracked the
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. It says the table represents state/local gov't subsidies, not US Federal gov't subsidies (i.e., CHIPS Act). So TSMC only received $0.2B from state/local gov't, likely because CHIPS Act
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by the US federal gov't.


So yea, it's a bit premature to claim victory yet. Just wait till next year when CHIPS Act is distributed.
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So is a case of Arizona being cheap bastards.
 
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montyp165

Senior Member
Phead128 said:
Well, I tracked the
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. It says the table represents state/local gov't subsidies, not US Federal gov't subsidies (i.e., CHIPS Act). So TSMC only received $0.2B from state/local gov't, likely because CHIPS Act
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by the US federal gov't.


So yea, it's a bit premature to claim victory yet. Just wait till next year when CHIPS Act is distributed.
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The infrastructure supporting the location would be the biggest clues of the potential for successful, for if that's no good everything else goes with it.
 
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supersnoop

Major
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Phead128 said:
Well, I tracked the
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. It says the table represents state/local gov't subsidies, not US Federal gov't subsidies (i.e., CHIPS Act). So TSMC only received $0.2B from state/local gov't, likely because CHIPS Act
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by the US federal gov't.


So yea, it's a bit premature to claim victory yet. Just wait till next year when CHIPS Act is distributed.
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Basically 1/3 of a Shohei Ohtani contract… maybe TSMC needs to fund a Taiwanese baseball team, make them really good and sell the players to MLB. Probably get a better rate of return.
 
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measuredingabens

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Some thin film transistor research. It's a review rather than anything specific, but it does serve as an overview for the direction of things.
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Onto something more specific.
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It's a preprint rather than something that has been published in any particular journal, and explores security being baked into AI hardware.
 
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tonyget

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Looks like Chinese Lidar manufacturer still mainly use American chips on control board

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img-automotive-teardown-tracks_lidar-innovusion-and-robosense_1-3_ysp_november_2023-1024x662.jpg
 
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