We really need to focus on getting Taiwan Semiconductor companies to have at minimum a backup production capability in the US.
I understand Taiwan produces 50% of the world’s semiconductor and 90% of the premium chips.
That’s a nice spoil if China decides to take it.
We don’t want to be entirely dependent on Taiwan for chips if China starts a war.
Backup production facilities in the US also allows the Taiwan companies to destroy the tech in Taiwan, should a Chinese invasion appear to be going badly for Taiwan.
RE: We really need to focus on getting Taiwan Semiconductor companies to have at minimum a backup production capability in the US.
I think TSMC is already doing that in Arizona.
Their big problem? Well read about it here:
[EXCERPT]
Taiwan Semiconductor Manufacturing Co. on Wednesday said the cost of building its U.S. chip plant is higher than previously estimated, and again called for Washington to extend planned support for the chip industry to foreign as well as domestic companies.
TSMC Chairman Mark Liu told shareholders at the company’s annual meeting that the facility in Arizona — its first advanced chip plant in America in more than two decades — is turning out to be “more costly” than expected, though the increase will be “manageable.”
He did not say by how much the costs are exceeding expectations.
Liu also said recruiting engineers and technicians in the U.S. is “more difficult than in Taiwan ... but hiring is on track and currently meets the number of hires we are seeking.” Nikkei Asia previously reported on the challenges facing TSMC in recruiting chip talent in Arizona.
A huge TSMC plant is under construction just north of Phoenix.