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Jun 19, 2021
7:14
:27
pm
BYUALWAYSNUM1
Intervention Needed
Aww, I get it.
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BYUALWAYSNUM1
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BYUALWAYSNUM1
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Oct 18, 2011
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Jul 24, 2021
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Messages
Author
Time
Taiwan Semiconductor Manuf. now supplies 92% of the world's microchips
Cougarclaw
6/19/21 6:39pm
And they represent a HUGE geopolitical risk due to China. America needs to do something to bring more advanced
YIsForBrigham
6/19/21 6:42pm
Yep.
Turnpike Lane
6/19/21 6:46pm
And people think we won’t honor our mutual defense treaty and defend Taiwan
2FarGone
6/19/21 6:46pm
what mutual defense treaty with Taiwan?
Genghis Spreads
6/19/21 6:48pm
Signed in 1954, annulled by Carter in 1979 to improve relations with China
2FarGone
6/19/21 6:53pm
Yeah. Invading Taiwan is absolutely a red line. We’d definitely go to war over it
YIsForBrigham
6/19/21 6:49pm
+1. If Kuwaiti oil is enough to go to war, Taiwan most definitely is.
Genghis Spreads
6/19/21 6:50pm
A much different kinda bully, though. Much, much different.
SinkingQuffa
6/19/21 7:08pm
China cares nothing for the international fabric . China cares about China.
Cougarclaw
6/19/21 7:35pm
They care enough not to damage their economy & trade relations.
SinkingQuffa
6/19/21 7:39pm
Not just here, but spread that stuff around the world.
ReyOso
6/19/21 6:47pm
Yep. Other countries should do that too. As for our interest, we should bring them here.
YIsForBrigham
6/19/21 6:50pm
You do forget to mention Intel. I know they don’t make asics but their
LaserCoug
6/19/21 6:49pm
And they are getting more active in the foundry business.
NewMexiCoug
6/19/21 7:05pm
I’ll believe that when I see it. They talk about it but I don’t think their
LaserCoug
6/19/21 7:30pm
The article does mention intels limited investments. Also, plenty of us tech
Cougarclaw
6/19/21 7:36pm
Our vulnerability is even greater
CBaass
6/19/21 6:55pm
That’s not as bad as you fear. Portland area has several wafer manufacturers.
LaserCoug
6/19/21 8:34pm
I’m talking single crystal silicon (only stuff used for semiconductor chips)
LaserCoug
6/19/21 8:36pm
The top wafer company is Japanese (Shin-Etsu). #2 is German and #3 is Taiwanese
Genghis Spreads
6/19/21 8:38pm
But have plants in the us and worldwide.
LaserCoug
6/19/21 10:05pm
Portland has some of the few that are in US
CBaass
6/19/21 10:04pm
In addition to the supply risk, as a foundry they have access to valuable IP
NewMexiCoug
6/19/21 7:03pm
So buy stock in it? I thought Micron made chips?
BYUALWAYSNUM1
6/19/21 7:11pm
Micron makes chips that store memory. TSMC makes chips that perform logic.
Genghis Spreads
6/19/21 7:13pm
Aww, I get it.
BYUALWAYSNUM1
6/19/21 7:14pm
Also, Micron's largest manufacturing base is in Taiwan.
Genghis Spreads
6/19/21 7:28pm
RE: Also, Micron's largest manufacturing base is in Taiwan.
Cougarclaw
6/19/21 7:37pm
And isn't IM Flash shuttering and selling their Lehi complex soon?
Megamind
6/19/21 7:44pm
So, Micron is the female chips (long memory) and TSMC is the male chips?
BlueBlitzkrieg
6/19/21 8:52pm
There is a huge chip manufacturer being built in AZ.
Lance71
6/19/21 7:17pm
And that one is conveniently TSMC
LaserCoug
6/19/21 7:31pm
Not just conveniently - by necessity. No one else can really do what they do right now. Not a great position for the
YIsForBrigham
6/19/21 10:12pm
<< Deleted >>
Genghis Spreads
6/19/21 10:18pm
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