I’ll believe that when I see it. They talk about it but I don’t think their

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Jun 19, 2021
7:30:37pm

LaserCoug All-American

I’ll believe that when I see it. They talk about it but I don’t think their

Process flow supports it well.

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LaserCoug

Previous username: (Private)
Bio page: LaserCoug
Joined: Dec 5, 2006
Last login: Jun 5, 2024
Total posts: 27,795 (9,949 FO)

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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

6/19/21 6:42pm

Yep.

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

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.

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?

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.

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?

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

6/19/21 10:12pm

<< Deleted >>

Genghis Spreads

6/19/21 10:18pm

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