Chip making returning to the U.S.A….?

Intel can lead the way. We need to invest in our own self reliance. This dependance on China is outrageous.

Agree we can't be reliant on China. Relying on shitty countries is setting yourself up to make a future compromise that you shouldn't make, basically setting yourself up to become corrupt. I'd like to see it more in-house than a company from Taiwan, but also like establishing ties with Taiwan to keep China at bay, though the we'll need to be tough with Russia if we want China to think we're not going to rollover if they tried to violate Taiwan's sovereignty just the same. Otherwise they'll know we're too scared of war to resist them. 

I drive by the new TSMC plant(s) everyday, live about 15 minutes away and one of our business locations is only a mile from the TSMC plant.

This is GREAT news for us, and Arizona's economy.

The ripple effect of the original TSMC announcement back in 2020 set off a wave of suppliers (Amkor is building a $2B facility just a few miles from our house in Vistancia). The Mack Group and Frank McCourt (former Dodger owner) bought all of the land surrounding the TSMC facilities, can't recall the exact amount but over 2,000 acres for industrial/Commercial support businesses. 

Just across the 303 freeway Lennar is in process of buying thousands of acres of State Trust land for a massive master planned community (the original TSMC site and Mack Group land were also State land trust sales).

Probably a dozen suppliers have opened or in construction phases. The TSMC site itself is like a city, 5,000-6,000 contractors per day on site for each shift, the first fabrication plant just started producing it's first chips, plants 2 and 3 are under construction.

Great to know we have decades of construction to build this MASSIVE facility, thank you TSMC!

PS- had to laugh when Biden came to visit the TSMC facility a couple years ago, bragging about how his chip stimulus package brought TSMC to the USA. The part he left out was that TSMC announced the plans in early 2020 and broke ground later that year (2 years before Biden claimed he saved the day). But to be fair TSMC has expanded from one $12B dollar facility, to 2, then 3, now 5. Fucking awesome. 

Great news for Arizona. 

Worked for a major semi-conductor company in the past.     Long story short,   the FBI reached out to us because of the Chinese chip foundry....

Glad to see us moving this stuff back here.    Way too many ways to exploit us in chips.

It is crazy how much net profit TSMC makes on its chips, over 40% net profit margins.

Dec 2024

Y/Y

Revenue

868.46B

Net income

374.68

Net profit margin

43.14%

Intel is unfortunately hurting and possibly being broken up and sold.

Intel (NASDAQ: INTC) might be split up and sold to Taiwan Semiconductor Manufacturing (NYSE: TSM), also known as TSMC, and Broadcom (NASDAQ: AVGO), according to the latest rumors. The chipmakers haven't responded to those reports, but such a deal could shake up the semiconductor industry.

The most recent report from The Wall Street Journal claims Intel held "informal" talks to sell its foundry business to TSMC and its chip design business to Broadcom. Both rumored deals would likely face intense regulatory scrutiny, but we should discuss how Intel got here -- and what its breakup and sale might mean for TSMC and Broadcom.

So TSMC is a Taiwan company. Yeah, we need to bring back the U.S.A. to the U.S.A..

Photos taken (while driving on the freeway) of the TSMC chip fabs in AZ.

Main building is Fab1, Fab2 is behind it (yellow siding under construction), Fab3 is the shell going up, and Fab4 just broke ground behind it (all the cranes are around 3 and 4). Counted over 20 big cranes, and dozens of smaller ones around the property. Pics don't do it justice, it is massive in size when up close.

Eventually TSMC plans 6 chip plants total for this location ($165 , there is also a $2B testing and packaging plant breaking ground next month about 5 miles west of the TSMC facilities. 

Construction (and chip making in Fab1) run 24/7 with 4,000-6,000 people working. 

They're going to be making a lot of FSD chips.