Well, the good news is that it won't be available by 2028, rather much later so they have time to think about it. Plant 2 by 2028.
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Third US Plant Set to Make Apple Chips Breaks Ground
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Yeah, basically we are seeing the showdown of U.S. and China continuing to play out. How volatile it plays it differs on who is in the White House but people need to understand ultimately no matter which administration is in charge there is a showdown long term. Simply put the U.S. views China as the threat to their power. Anyone paying attention the previous 4 years and beyond should know this. Now Trump does it in a way where it's as volatile as you can think of in your face but ultimately we are in the mist of a power grab and its not just chips. It's everything. Thats why you hear talk about mineral rights, Panama canal and China(which was a topic when Biden was in office). All of this stuff has been in the works for years.
‘A sea change’: Biden reverses decades of Chinese trade policy
Forget tariffs. Biden’s actions to crack down on Beijing’s tech development will do more to hinder the Chinese economy — and divide the two nations — than Trump ever did.
United States–China semiconductor standoff: A supply chain under stress
What are the implications of US semiconductor policy for global semiconductor supply chains in an industry critical to global security?
www.atlanticcouncil.org
Will China’s Reliance on Taiwanese Chips Prevent a War?
U.S. reliance on Taiwanese chips gives it a major stake in preserving peace in the Taiwan Strait but does not make a war between China and Taiwan less likely.
www.cfr.org
Sucks for USA companies. If they manage to get Trump out and the successor lifts the tariffs, it will be for nothing.
Trump will be into his fourth term by then.
Not theator, accounting, real estate is expensive in Taiwan, so it is cheaper to buy low-cost desert land in AZ and build the plant there. These chips are so small that shipping them around the world is cheap.
Also even if the iPhones are assembled in China, they will have some US components and it will reduce the terrif. A smart accountant might even find a trick that increases the cost of the US-made parts relative to the cost of the phone.
This is like the old story about the glass factory in the old USSR. They were paid based on the square meters of glass produced, so that made the cheapest and thinnest glass they could. When you have silly rules, people will read them carefully to find silly ways to maximize profit. So in this case, building a plant in the AZ desert to supply a factory in China with parts makes sense..
Maybe I'm just jaded. It sounds like TSMC is replacing the fabrication machinery with the newer, more advance ones. They don't want to just destroy the old machines. They don't want to sell it to a competitor, so they open up a JV facility where they can dump the old machines. The US factories are the equivalent of Saks OFF 5th, <brand name> Outlet, and <brand name> Factory Store.
Both parties are appeasing the electorate.
Biden made a turn for manufacturing when the whole democratic party of the 1990 blurted the truth that manufacturing ain't coming back.
The secret sauce of fabs are the TMSC leadership and its top engineers. The U.S. better have planes on standby when and if China invades.
I didn't know Biden was in office in May 2020:
TSMC Plans $12 Billion U.S. Chip Plant in Victory for Trump
Taiwan Semiconductor Manufacturing Co. plans to spend $12 billion building a chip plant in Arizona, a decision designed to allay U.S. national security concerns and shift more high-tech manufacturing to America.
www.bloomberg.com
U.S. Secretary of Commerce Wilbur Ross Praises Plans by Taiwan Semiconductor Manufacturing Company (TSMC) to Build Semiconductor Facility in Arizona
U.S. Secretary of Commerce Wilbur Ross praised today’s announcement by Taiwan Semiconductor Manufacturing Company (TSMC) of plans to invest approximately $12 billion to construct a new 5-nanometer semiconductor production facility in Arizona. This manufacturing facility will be one of only two...
2017-2021.commerce.gov
Governor Ducey Announces Global Industry Leader TSMC to Build Advanced Semiconductor Factory in Arizona
The Arizona Commerce Authority (ACA) is the state's leading economic development organization with a streamlined mission to grow and strengthen Arizona’s economy.
www.azcommerce.com
----
Media took the story, made it all about Biden a few years later, and there you go.
Biden-Harris Administration Announces CHIPS Incentives Award with TSMC Arizona to Secure U.S. Leadership in Advanced Semiconductor Technology
CHIPS Investment Incentivizes Creation of Leading-Edge Cluster in Phoenix, Arizona, and Over 20,000 Jobs; and Includes Commitment to Produce A16 Technology
www.commerce.gov
I said (as you must know) that my objection was to Trump getting credit for a plant that was announced in 2022, as the Fine Article we’re all talking about says about the second plant. Your links are talking about a plant announced in 2020, which (as we all know) is not 2022 (as the Fine Article is talking about with respect to the second plant, as I have already pointed out).I didn't know Biden was in office in May 2020:
TSMC Plans $12 Billion U.S. Chip Plant in Victory for Trump
Taiwan Semiconductor Manufacturing Co. plans to spend $12 billion building a chip plant in Arizona, a decision designed to allay U.S. national security concerns and shift more high-tech manufacturing to America.
U.S. Secretary of Commerce Wilbur Ross Praises Plans by Taiwan Semiconductor Manufacturing Company (TSMC) to Build Semiconductor Facility in Arizona
U.S. Secretary of Commerce Wilbur Ross praised today’s announcement by Taiwan Semiconductor Manufacturing Company (TSMC) of plans to invest approximately $12 billion to construct a new 5-nanometer semiconductor production facility in Arizona. This manufacturing facility will be one of only two...
Governor Ducey Announces Global Industry Leader TSMC to Build Advanced Semiconductor Factory in Arizona
The Arizona Commerce Authority (ACA) is the state's leading economic development organization with a streamlined mission to grow and strengthen Arizona’s economy.www.azcommerce.com
----
Media took the story, made it all about Biden a few years later, and there you go.
Biden-Harris Administration Announces CHIPS Incentives Award with TSMC Arizona to Secure U.S. Leadership in Advanced Semiconductor Technology
CHIPS Investment Incentivizes Creation of Leading-Edge Cluster in Phoenix, Arizona, and Over 20,000 Jobs; and Includes Commitment to Produce A16 Technology
So I don’t know why you’re quoting me as if you’re replying to me. 🤔 Am I missing something?
Probably things like cellular modems and SoCs for lower end embedded systems like HomePods, etc.
It is a false sense of security for the critical devices such as Macs, iPhones, iPads, etc.
I wonder where all this will go when China invades Taiwan and Trump just stands there and watches.
Maybe you can apply your keen eye for such details to discerning why I might think that’s important. 😉
Not AMSL, but TSMC. AMSL “only” makes the lithography machines. You can’t replicate what TSMC does just by buying AMSL machinery.
It will simply stay a step or two behind the leading tech coming out of Taiwan.
I can’t fathom that amount of money where exactly it gets spent on a project like this.
These jobs weren’t American in the first place. When did people in Ohio or Detroit ever fab chips for Apple? This is just a foreign company subsidizing America’s delicate ego because we can’t handle that we aren’t Super Special Ribbon winners all the time. Chips aside, if a pair of jeans or socks is made in the US and costs 50% more, yet isn’t actually 50% better, why should I be excited about that? Because some dropout didn’t take the time to study and now has beer money?
Wow. Bondi's math is pretty amazing. On Tuesday she claimed that seizing 22 million fentanyl pills saved only 119 million lives (⅓ of the US population, at apparently five deaths per pill), and now 258 million lives (¾ of the US). Those pill cutters the druggies are using must be pretty fine.
Well, when you pick your cabinet from Klown Kollege Kadets, these astounding things can happen.
PS of course any reduction in fentanyl trade is welcome, and deaths will be prevented. But come on.
It’s long enough a) to predate Trump, and b) to have zero effect on the economy (outside the construction industry) until the very end of his term, though.
Yes, for many years.
The war mongers never sleep.
The arms dealers never stop dealing.
Maybe we should stop defending them then. We just gave them 8 billion dollars recently for defense and now they want to give us an inferior product.
Wait until you look up pears.
Pears are harvested in south america (I think chile), then shipped to vietnam for packaging, then sent to the USA for selling. Horrible horrible waste. Globalism is a gigantic mistake.