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this post was submitted on 20 Dec 2023
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They moved TSMC production facilities to Phoenix, Arizona. It's slated to open in 2025.
They didn't move them, they're just building new fabrication plants here so we don't have to depend on threatened foreign land for the production. https://pr.tsmc.com/english/news/2977
Also SMIC (China's chip manufacturer) is now also producing 7nm chips, even though they were sanctioned in 2020. That means they either had a breakthrough in the process or they obtained and were able to repair and operate/reverse engineer the incredibly complex TSMC fabs.
7nm doesn't need EUV, as things get smaller it doesn't suddenly become impossible to do things with traditional lithography it just becomes harder and at some point incredibly uneconomical. They certainly ripped off the node from TSMC in some way (whether spionage or reverse-engineering), that is, the shape of the transistors and stuff but that doesn't mean that they're producing them in the same way.
Thank God they're finally building some chip plants here. The fact that our whole economy depends on some foreign island next to a huge country that has always hustorically threatened to take it back is insane to me. Although I think we should have more manufacturing in the homeland in general. Thanks capitalism, for off shoring manufacturing for the last many decades -_-
TSMC is just the end of a long supply chain of one-of-a-kind suppliers, all conveniently aligned with the West. TSMC does not make the lithography machines, the Dutch ASML is the only company that does (though they have some plants in the US now I think). Even so, ASML would be dead in the water without Swiss Zeiss optics.
The US' strength was never autarky, but global trade. The reason the US economy is so resilient is because most US dollars are not in the US, but in reserves across the world. That means even the US currency is intertwined with global trade. If the US attempted autarky, it would collapse both the US and the world economy. That's why Trump's policies were beyond stupid by the way.
Zeiss is German. The Semiconductor supply plant is in Oberkochen.
It’s a pretty interesting story where Taiwan decided to invest enormously into chip production so they could use the economic benefits to shield themselves from China. Worked pretty well eh
It was a gamble to focus on fabrication only and not include design. It payed off but it was a gamble.
Except they have problems finding workers. 3rd world Americans aren't cut out for the jobs it seems like.
I think it's mostly because it's in Arizona... Not exactly the tech capital of the U.S..
They wanted somewhere where land and labor was cheap and neglected to consider educated engineers and water are vital for a semiconductor fab to operate.
It was a fucking stupid decision, and TSMC has been flying in Taiwanese engineers and workers in general to make up for the short comings.
More info on TSMC from an AI chip manufacturing perspective: https://youtu.be/AJGrdtKT3LM?si=M-3EWWOPcIXX8vgv
[Curb Your Enthusiasm closing credits song plays]