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TSMC should open manufacturing facilities in the US and Europe. Concentrating all manufacturing power in a single region only create risks, as geopolitical factors such as wars or armed conflicts, or natural disasters or pandemics can adversely impact the whole worldwide supply chain. It appears that we haven't learned anything from Covid19. For example, an earthquake in South China Sea can create tsunami that can impact both Singapore and Taiwan. If there is an armed conflict between China and Taiwan in the future, the current chip shortage would seems like a joke in comparison to what we would face. European and American politics should wake up and act fast.
Clearly you failed your geography lol. Singapore is too far from plate tectonic movements will never get hit by a tsunami. East malaysia will get hit by tsunami up north of singapore and down south indonesia will be the barrier. Deep sea suitable for sea port strategic location since 1819. Aparantly most of the ships have to bypass singapore. The one china planned to build donkey years ago at thailand will never ever happen. No country in the world draws a line to split the north and south apart just for economical gains. South of thailand is muslim and north of thailand is buddhist, just like china will never cut the west xinjiang away from mainland.
 
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Given China’s increasing bellicosity vis-a-vis Taiwan, any western manufacturer sourcing more chips from Taiwan is asking for future trouble.

One of the best things TSMC and Taiwan can do is to stop concentrating production on their home island as it’s just a strategic incentive for China to invade.
 
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1) Look for countries locking residents inside their homes with plywood and screws and rounding up pets in trash bags. 2) Choose different country to build chips in.
 
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Many or all parts manufacturer and assembly are located in Asia. Why would they even consider both EU and US? Beside, both regions have higher wages to pay which is a big minus.

iPhone for example, most parts are coming from China, Korea, and other Asian countries, not EU and USA. They also have way more experiences and know-hows for manufacturing and assembling such products.

You cant really ask TSMC to build factories in EU or US. Shipping chips is already expensive and time consuming. This is why making Mac Pro 2013 from US was a failure.
How was it a failure? The Mac Pro was a premium-priced high-end Mac that people were fine paying the asking price for. Any perceived failure of it was simply because of a poor design. I bought one and used it for years. I got angry with things like the lack of GPU upgrade options and need for a huge external drive storage tower (vs having 6 internal drive bays like older Mac Pro towers had), but never got mad that "I got ripped off because they built it in America."
 
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Many or all parts manufacturer and assembly are located in Asia. Why would they even consider both EU and US? Beside, both regions have higher wages to pay which is a big minus.

iPhone for example, most parts are coming from China, Korea, and other Asian countries, not EU and USA. They also have way more experiences and know-hows for manufacturing and assembling such products.

You cant really ask TSMC to build factories in EU or US. Shipping chips is already expensive and time consuming. This is why making Mac Pro 2013 from US was a failure.

I don’t agree with most of this.
 
How is there possibly any room in Singapore for a manufacturing plant? It's ~280 sq miles, that's as big as Lexington, KY in the US, which is the 30th largest city by size. However, Singapore has 5.6MM people (between NYC and LA's population), and it's full up to its borders.
LA proper is less than 5.6, but Greater Los Angeles triples that number. There is no comparison.
 
Diversification of manufacture is a good thing. The farther from Communist China the better. Though Singapore is well positioned near alternate computer manufacturing locations in India and Vietnam, more distance from China would be preferred.
 
How is there possibly any room in Singapore for a manufacturing plant? It's ~280 sq miles, that's as big as Lexington, KY in the US, which is the 30th largest city by size. However, Singapore has 5.6MM people (between NYC and LA's population), and it's full up to its borders.
Yes, Singapore's population density is quite high (22,000/mi^2). Nevertheless, it's not Manhattan (80,000/mi^2), and there are parts of Singapore devoted to manufacturing, which supplies 20% of its GDP.
 
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Many or all parts manufacturer and assembly are located in Asia. Why would they even consider both EU and US? Beside, both regions have higher wages to pay which is a big minus.

iPhone for example, most parts are coming from China, Korea, and other Asian countries, not EU and USA. They also have way more experiences and know-hows for manufacturing and assembling such products.

You cant really ask TSMC to build factories in EU or US. Shipping chips is already expensive and time consuming. This is why making Mac Pro 2013 from US was a failure.
There is a trend in business of establishing factories closer to the markets they serve in order to save on transportation and to increase logistical efficiency among other reasons. Asian car companies have been doing such things for years. If those savings outweigh the dirt cheap human labor in China, I would think companies would entertain a change.
 
Clearly you failed your geography lol. Singapore is too far from plate tectonic movements will never get hit by a tsunami. East malaysia will get hit by tsunami up north of singapore and down south indonesia will be the barrier. Deep sea suitable for sea port strategic location since 1819. Aparantly most of the ships have to bypass singapore. The one china planned to build donkey years ago at thailand will never ever happen. No country in the world draws a line to split the north and south apart just for economical gains. South of thailand is muslim and north of thailand is buddhist, just like china will never cut the west xinjiang away from mainland.
I agree with your comments about tsunami and earthquake risks being very low, but then you lost me. Especially this comment: "Aparantly most of the ships have to bypass singapore." ?? The Port of Singapore is literally the busiest transshipment container port in the world, and 2nd busiest overall.
 
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Singapore is already a major manufacturer of integrated circuits. Not the leading-edge very small scale circuits (e.g., 5 nanometre), but less compact devices that are used in their billions in domestic appliances, cars, industrial machinery, and so on. As the article suggests, moving TSMC’s production of this type of IC to Singapore would free capacity in Taiwan for other types of device.

Singapore is an extraordinary success story. It wasn’t quite a 3rd-world city in 1965 - more ”2.5”, if you like - but today it is decisively 1st world. It’s ranked as an ‘Alpha+’ Global city, along with Beijing, Hong Kong, Shanghai, Dubai, Paris and Tokyo; only New York and London are ranked higher (‘Alpha++’). Nor is it an oil state, although petroleum refining is one of its key industries. In fact, it has no natural resources at all, other than its location; it imports everything, including 98% of its food and >50% of its water. Its key resource is its people, and that’s been enough to propel it into the top tier of cities and states in the world.
 
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"Beyond the plans for a new plant in Singapore, TSMC is also building a $12 billion factory in Arizona to manufacture five-nanometer chips. TSMC's main factories are located in Taiwan, but it already operates a factory in Camas, Washington, as well as design centers in Austin, Texas and San Jose, California, meaning that the Arizona facility will be its second manufacturing site in the United States. TSMC is also building a new factory in Japan with help from the Japanese government and investment by Sony."

Everyone who read to the end of the item and not just reflexively commenting that TSMC should be building facilities in the U.S., etc., gets a cookie. ?
 
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How is there possibly any room in Singapore for a manufacturing plant? It's ~280 sq miles, that's as big as Lexington, KY in the US, which is the 30th largest city by size. However, Singapore has 5.6MM people (between NYC and LA's population), and it's full up to its borders.
I guess you didn't know they made Mac's over there for a number of years.
 
How was it a failure? The Mac Pro was a premium-priced high-end Mac that people were fine paying the asking price for. Any perceived failure of it was simply because of a poor design. I bought one and used it for years. I got angry with things like the lack of GPU upgrade options and need for a huge external drive storage tower (vs having 6 internal drive bays like older Mac Pro towers had), but never got mad that "I got ripped off because they built it in America."
Then how come Mac Pro 2019 are manufacturing back to Asian again? You seriously need to search first.
 
Please read the article before posting.
Doesn't really mean the advantage of making parts in Asia is ignored. TSMC doesn't really want to manufacture their chips in other countries to be honest because that's the national business.
 
"Beyond the plans for a new plant in Singapore, TSMC is also building a $12 billion factory in Arizona to manufacture five-nanometer chips. TSMC's main factories are located in Taiwan, but it already operates a factory in Camas, Washington, as well as design centers in Austin, Texas and San Jose, California, meaning that the Arizona facility will be its second manufacturing site in the United States. TSMC is also building a new factory in Japan with help from the Japanese government and investment by Sony."

Everyone who read to the end of the item and not just reflexively commenting that TSMC should be building facilities in the U.S., etc., gets a cookie. ?
As a point of interest, note that this won't be used for personal computer chips. When it opens in 2024, most such chips (at least those from TSMC) will be on 3 and 4 nm processes. The 5 nm chips from this plant will instead be used for high-demand automotive applications (e.g., self-driving and driver assistance systems) [1].

TSMC doesn't build any of its most advanced plants in the US; I believe those are (not surprisingly) confined to Taiwan. So while the chips built by the Arizona plant will of course be commercially important (as the article mentions, lots of products use chips with larger node sizes), don't expect the chips in your Apple devices to be made in the US anytime soon.

[1] https://techtaiwan.com/20210603/tsmc-announcements/
 
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As a point of interest, note that this won't be used for personal computer chips. When it opens in 2024, most such chips (at least those from TSMC) will be on 3 and 4 nm processes. The 5 nm chips from this plant will instead be used for high-demand automotive applications (e.g., self-driving and driver assistance systems) [1].

TSMC doesn't build any of its most advanced plants in the US; I believe those are (not surprisingly) confined to Taiwan. So while the chips built by the Arizona plant will of course be commercially important (as the article mentions, lots of products use chips with larger node sizes), don't expect the chips in your Apple devices to be made in the US anytime soon.

[1] https://techtaiwan.com/20210603/tsmc-announcements/

According to this report at least, the Arizona Fab 21 will be for 5 and 4 nm, with Apple being one of the customers.

"According to industry sources, TSMC's Fab 21 will initially produce N5P and N4 processes in the N5 family. TSMC's N5P process has started mass production last year, and the performance is 5% higher than that of the N5 process, and the power consumption can be reduced by another 10% under the same computing performance. TSMC's N4 process is optimized and upgraded from the N5 process, which can further improve performance, power consumption, and density. Major customers including Apple, Qualcomm, Supermicro, and Huida all plan to cast wafers at Fab 21."

But as you said, the Taiwan fabs are more advanced, with the 3nm processes there to be used for the much-awaited M2 chips. It sounds like the Japan fab is for automotive and imaging chips.
 
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