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Taiwan Rejects US Demand for Half of Chips to Be Made in America
(www.bloomberg.com)
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this post was submitted on 02 Oct 2025
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TSMC does have fabs in Arizona now. Next to the Intel fabs. 😆
It’s more about money and proprietary tech.
Cutting edge fabs are expensive and risky, which is why most chip companies are fabless, and they should be a state project because of the risk and expense. I’ve seen estimates of $15-$20 billion dollars to setup a new 3nm fab.
Intel, TSMC, and Samsung are the 3 companies left which run cutting edge fabs. Intel missed on a couple generations, and they are sinking. Samsung is lagging, so it remains to be seen how long they’re in the game.
TSMC figured out the new tech and Intel didn’t. TSMC picked the correct horse, and Intel didn’t. It’s my understanding Intel couldn’t switch to the TSMC process if they wanted to. The two are different enough to be incompatible.