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Jun 19, 2021
10:05
:47
pm
LaserCoug
All-American
But have plants in the us and worldwide.
Seh and siltronic both have plants in Portland, global has one in Missouri. Us will be just fine with wafer suppliers. Also almost all the equipment is designed and/or built in the us. Also almost all the metrology is done here as well.
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LaserCoug
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LaserCoug
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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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