So, Micron is the female chips (long memory) and TSMC is the male chips?

Sign up, and you'll be able to customize your font size and more! Sign up

Report problem with this ad

Jun 19, 2021
8:52:57pm

BlueBlitzkrieg All-American

So, Micron is the female chips (long memory) and TSMC is the male chips?

This message has been modified

Originally posted on Jun 19, 2021 at 8:52:57pm

Message modified by BlueBlitzkrieg on Jun 19, 2021 at 8:53:34pm

Message modified by BlueBlitzkrieg on Jun 19, 2021 at 8:54:26pm

Report problem with this ad

BlueBlitzkrieg

Bio page: BlueBlitzkrieg
Joined: Mar 10, 2001
Last login: Apr 29, 2024
Total posts: 4,893 (176 FO)

Report problem with this ad

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

Report problem with this ad

Posting on CougarBoard

In order to post, you will need to either sign up or log in.

Report problem with this ad