TSMC pushes back the launch of its Arizona plant to 2025
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- blue
- 0CN
- 21 Jul 2023
Anonymous, 21 Jul 2023Taiwan is officially Republic of China (ROC). So If he sai... moreCan't... They have been trying for two decades and all they managed is buying old ASML machines. UVL and EUVL can't be so easily copied as phone design.
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- Anonymous
- MSJ
- 21 Jul 2023
blue, 21 Jul 2023TSMC is not Chinese, unless you take their "one china&... moreTaiwan is officially Republic of China (ROC).
So If he said TSMC is a chinese company then he is not wrong.
If he meant a company from mainland china(PRC) then he is wrong.
I also wouldn't be so sure that People's Republic of China (PRC) can't develop their own technology for
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- Anonymous
- XUv
- 21 Jul 2023
blue, 21 Jul 2023TSMC is not Chinese, unless you take their "one china&... moreGood luck for finding Germanium & Galium
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- 0CN
- 21 Jul 2023
Anonymous, 21 Jul 2023If they successfully mass produce 7nm which is a good start... moreUS and Taiwanese manufacturers have nothing to worry about since 7 nm is already six years old and by the time they manage to produce chipsets, it will be at least another year. SMIC has no way to get machines for better litography below 7 nm.
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- blue
- 0CN
- 21 Jul 2023
Anonymous, 21 Jul 2023Yeah thats what Samsung said about TSMC years ago: Generati... moreTSMC is not Chinese, unless you take their "one china" policy. TSMC is Taiwanese.
China can't get technology for less than 5 nm process. ASML won't sell due to sanctions and they are not able to develop it by themselves.
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- Anonymous
- R5v
- 21 Jul 2023
Zuzuz, 21 Jul 2023The revenues will continue to shrink as China are producing... moreIf they successfully mass produce 7nm which is a good starting point & is pretty efficient. US Controlled semiconductor companies gonna lose marketshare.
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- IpsDisplay
- 4ra
- 21 Jul 2023
lewein, 21 Jul 2023lack of skilled workers say.. maybe the us corporate should... moreI'm usually conflicted when I hear people make the claim of American employees getting paid what their "worth"
But at the same time why is so much of their labour force taking up by immigrants?
And then so much of their companies are outsourced to via BPO industries
Maybe this comment will get deleted but I don't think it's too farfetched to think that there is at least some entitlement going on ... Not for everyone but I do think a significant amount is present
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- IpsDisplay
- 4ra
- 21 Jul 2023
TheLastOracle, 21 Jul 2023The conflict with China was solely creared for this. To pus... moreI think your too hasty in labelling this good...
America will without a doubt make things incredibly expensive 🫰
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- SuperSpruce
- Yei
- 21 Jul 2023
I'm all for American manufacturing, but why did TSMC choose such a water intensive factory to be in Arizona? They could've chose any other place in the US and it would be better, I would choose Ohio to bring more jobs back to the Rust Belt.
- lewein
- Jys
- 21 Jul 2023
lack of skilled workers say.. maybe the us corporate shouldn't have aliened their top employees to other countries by not paying them what they are worth, but i guess, ceo pays and shareholders earning should go up, even though they are useless leeches.
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- Anonymous
- k0s
- 21 Jul 2023
Anonymous, 21 Jul 2023Yeah thats what Samsung said about TSMC years ago: Generati... moreLike I said, the audience here is very ignorant. TSMC is not a Chinese company. Why should anyone take your prediction seriously if you don’t even know basic facts?
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- Anonymous
- q}r
- 21 Jul 2023
TheLastOracle, 21 Jul 2023The conflict with China was solely creared for this. To pus... moreThe "conflict" has been going on for more than half a century. If that was the primary reason, TSMC would have branched out long ago. They're doing this now because of the massive tax break and funds the US is giving them now.
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- Anonymous
- k0s
- 21 Jul 2023
TheLastOracle, 21 Jul 2023The conflict with China was solely creared for this. To pus... moreThe audience on this site always look at things through a very narrow narrow and ignorant lens. You are no exception.
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- Anonymous
- 0nn
- 21 Jul 2023
TSMC = Taiwan Semiconductor Manufacturing Company, yeah it is a Chinese company? Dude where did you fell from?
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- Anonymous
- 3xs
- 21 Jul 2023
Real reason is reduced sales for TSMC in last 3 quarters. This factory will be delayed forever at this pace. This project is failure from the start.
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- Anonymous
- 3xs
- 21 Jul 2023
blue, 21 Jul 2023You mean the chips that are five generations behind? Oh, th... moreYeah thats what Samsung said about TSMC years ago: Generations behind. Couple years changed everything. Btw, TSMC is Chinese company
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- I Just Read
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- 21 Jul 2023
Jerrey, 21 Jul 2023Time for Samsung foundry to fill-in the gap then, that is i... moreYou're listening to the voices from the Orchard.
Every iPhone iteration we hear how much better this processer performs over last year
Qualcomm SoC are not cheap, however Qualcomm is held in check by Exynos in both development and price.
Flagship Galaxy would sell even less in the USA if shipped with Exynos on board hence
Jumping forward slightly to October we will see how both Apple iPhone 15 performs as well as the others who will ship with Snapdragon 8 gen 3 over their 2022 counterparts
The delay if I read right is stagnation in SoC benchmark.
Maybe stabilization is a better word, you can't get faster unless you use the higher power consuming configuration so bigger battery
Both Samsung and TMSC are both in the 3nm race, so I m assuming that the 3nm was already slated for 2025 anyway
Exynos may never shed the perceived poor man relationship to Snapdragon, I do see it nearing parity
After article like this are released they always descend to the SD good Exynos bad, the SoC is just one of a phones total features.
Whilst this delay exists 2024 will show benchmarks plateaued, manufacturers not concerned with benchmarks will look to usable features
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- blue
- Mx6
- 21 Jul 2023
Zuzuz, 21 Jul 2023The revenues will continue to shrink as China are producing... moreYou mean the chips that are five generations behind? Oh, that would certainly make the difference. LOL, at least learn something about their possibilities, hater.
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- Zuzuz
- mA{
- 21 Jul 2023
The revenues will continue to shrink as China are producing better products. If that rumor is true about Huawei, a lot of low and middle phones/tablets will be powered by Chinese chips making tsmc and Samsung more irelevant.
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- Anonymous
- Kxf
- 21 Jul 2023
they should make sure to lower salaries in that new fab