The issue is... US talents won't work like this much, with dedication. The talents might as well work in different industry. Japan started co-op with TSMC later the the AZ plants, and Japan fab is already operational.
Intel is rapidly catching up. South Korea is also very close. Don't forget that Nvidia went with Samsung for Ampere! TSMC is mighty and indispensable, but not a total monopoly.
@@Wobbothe3rdyou're not wrong, but I could say that snow is white, because although both are (mostly ) true it's not really an argument against the point being made. The U.S. is showing exactly why it's going to be difficult for TSMC to operate at top efficiency there... Primarily due to differences in work ethic and entitlement felt by people.
TSMC is focusing on Customer success like Apple, Nvdia, Qualcomm etc for many years. All these big names create way higher paying jobs to American. I don’t see why US so obsessed with making chips in the US unless the National Defense issue.
Usually yes, and it's lacking in trained people for such jobs but, In this case it is that Taiwan has a 20 year lead in all the supporting industries on the same island. They have everything they need in a small area. The problem is they are running out of island and more importantly water for making chips. Water is an incredibly important resource in today's chip-making from every step. The chips act will fail if we don't bring out mining and chemical plants up to chip making standards.
Not at all, US government allocated resources on other more important fields like military,weapons,aircraft,space , medical , biological research and development. So other countries can share their work to make human life better.
You need knowledge of mass production, experience, advanced equipment, and dedicated workers to produce high-end chips, and these are the main problems in the US.
it's unpossible to reproduce tsmc logistic in the us... no local competence and trillions necessary in investment and more than 20 years maybe to build it
TSMC took 11.6 billion from the government in grants/loans and given a ton of land that is sitting there doing nothing. They should at least be charged higher interest on the US tax dollars if they don’t provide the jobs promised.
Who Is Ahead Of TSMC : Reliability , Volume , Leadership In This Industry And Talent People From Around The World. Since NVIDIA Stock’s 10 To 1 In Recent Few Weeks, TSM Has Been Taken Off From $156 Level. Is This Stock Running Too Fast! No One Knows. Sincerely, ❤❤❤KNT.
The United States cannot replicate Taiwan's TSMC. Even if Taiwan's TSMC came to the United States, the labor cost is too high. In addition, technicians cannot accept 24-hour shift work. This is the main reason. In addition, Taiwan's semiconductor clusters and upstream and downstream industries cannot be replicated. The United States gave up on semiconductor manufacturing because the cost was too high. Taiwan has spent 20 years trying to integrate basic education. The United States may not be able to make it in just a few years. The cost is too high.
Yes, it is possible to make chips in US. Chips are made by machines, not manual labour. These machines are made in Europe. It is easier to talk in English to Americans, than to Asians. I see no issue and look forward to chips made in US.
You don’t just “get the machine” and have it up and running in a day. It’s not a game console that you can more or less plug and play, and it’s a HUGE operation; both in size and number of them needed to replace the volume being pumped out in the foreigns as we speak
The biggest issue is the difference in corporate culture. Taiwanese tech industry talents are extremely dedicated, often working without taking breaks. If the same system were implemented in the US, it would not work. Americans place a high value on work-life balance, but the chip manufacturing industry is highly competitive and requires constant innovation to develop the latest nanometer chips. Therefore, achieving full "rest" and "off-hours" is difficult. Additionally, it is not cost-effective for TSMC to set up plants in the US. TSMC collaborates with thousands of companies, and these companies (the supply chain) are all in Taiwan. Simply moving TSMC to the US is useless. Besides the high labor costs, the raw materials would have to be shipped from Taiwan, significantly increasing the costs. Hence, the idea of setting up TSMC plants in the US is very naive. Additionally, the Taiwanese employees at TSMC have excellent English skills (a primary requirement for joining TSMC is a high level of English proficiency), so there are no language barrier issues.
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The issue is... US talents won't work like this much, with dedication. The talents might as well work in different industry. Japan started co-op with TSMC later the the AZ plants, and Japan fab is already operational.
Contează, produsu, bun
Intel is rapidly catching up. South Korea is also very close. Don't forget that Nvidia went with Samsung for Ampere! TSMC is mighty and indispensable, but not a total monopoly.
@@Wobbothe3rd I just don't see people work that hard, that's unhealthy in western culture.
@@Wobbothe3rd Intel will never catch up.
@@Wobbothe3rdyou're not wrong, but I could say that snow is white, because although both are (mostly ) true it's not really an argument against the point being made.
The U.S. is showing exactly why it's going to be difficult for TSMC to operate at top efficiency there... Primarily due to differences in work ethic and entitlement felt by people.
TSMC is focusing on Customer success like Apple, Nvdia, Qualcomm etc for many years. All these big names create way higher paying jobs to American. I don’t see why US so obsessed with making chips in the US unless the National Defense issue.
This drop is insane
Why?
US labor costs too expensive to compete
Nu, dar, are, multe, avantaje, bune
Usually yes, and it's lacking in trained people for such jobs but, In this case it is that Taiwan has a 20 year lead in all the supporting industries on the same island. They have everything they need in a small area. The problem is they are running out of island and more importantly water for making chips. Water is an incredibly important resource in today's chip-making from every step. The chips act will fail if we don't bring out mining and chemical plants up to chip making standards.
translation, we want to under pay workers.
@@ryen49 with $20USD/hr plus benefits, you can't compete with Indian/singapore/vietname and Indonesia. Their currency is too low
Not at all, US government allocated resources on other more important fields like military,weapons,aircraft,space , medical , biological research and development. So other countries can share their work to make human life better.
Can't wait to hear TSM's earnings tomorrow
You need knowledge of mass production, experience, advanced equipment, and dedicated workers to produce high-end chips, and these are the main problems in the US.
it's unpossible to reproduce tsmc logistic in the us... no local competence and trillions necessary in investment and more than 20 years maybe to build it
Intel will get there. There's nothing Taiwanese can do that South Koreans or Americans can't do.
Jensen said it himself that it would take 10 years for the US to move the entire supply chain out of China region
TSMC took 11.6 billion from the government in grants/loans and given a ton of land that is sitting there doing nothing. They should at least be charged higher interest on the US tax dollars if they don’t provide the jobs promised.
TSMC is really excellent 🎉🎉🎉
Who Is Ahead Of TSMC : Reliability , Volume , Leadership In This Industry And Talent People From Around The World. Since NVIDIA Stock’s 10 To 1 In Recent Few Weeks, TSM Has Been Taken Off From $156 Level. Is This Stock Running Too Fast! No One Knows. Sincerely, ❤❤❤KNT.
DCA through fear and you will be rewarded.
Is TSMC gonna build the more advance chips in the USA? I am not sure, they dont do it in their plant in China
Digest the sell is there a bull there is a bear also don't forget the fundamentals only tree goes up and stop at some level
McCain has entered the chat.
Buy $NVDA
The United States cannot replicate Taiwan's TSMC. Even if Taiwan's TSMC came to the United States, the labor cost is too high. In addition, technicians cannot accept 24-hour shift work. This is the main reason. In addition, Taiwan's semiconductor clusters and upstream and downstream industries cannot be replicated.
The United States gave up on semiconductor manufacturing because the cost was too high. Taiwan has spent 20 years trying to integrate basic education. The United States may not be able to make it in just a few years. The cost is too high.
No explanation. Just a few superficial sentences.
শুধুমাত্র পারিবারিক বাঁধা না থাকলে দেশের প্রায় ৮০% শিক্ষার্থী রাজপথে থাকতো!🙂✊🤝
#SaveBangladeshiStudents
Yes, it is possible to make chips in US. Chips are made by machines, not manual labour. These machines are made in Europe. It is easier to talk in English to Americans, than to Asians. I see no issue and look forward to chips made in US.
You don’t just “get the machine” and have it up and running in a day. It’s not a game console that you can more or less plug and play, and it’s a HUGE operation; both in size and number of them needed to replace the volume being pumped out in the foreigns as we speak
@@prosperomiponle7645 Flying to the Moon was also a HUGE operation. USA did it anyway.
The biggest issue is the difference in corporate culture. Taiwanese tech industry talents are extremely dedicated, often working without taking breaks. If the same system were implemented in the US, it would not work. Americans place a high value on work-life balance, but the chip manufacturing industry is highly competitive and requires constant innovation to develop the latest nanometer chips. Therefore, achieving full "rest" and "off-hours" is difficult. Additionally, it is not cost-effective for TSMC to set up plants in the US. TSMC collaborates with thousands of companies, and these companies (the supply chain) are all in Taiwan. Simply moving TSMC to the US is useless. Besides the high labor costs, the raw materials would have to be shipped from Taiwan, significantly increasing the costs. Hence, the idea of setting up TSMC plants in the US is very naive. Additionally, the Taiwanese employees at TSMC have excellent English skills (a primary requirement for joining TSMC is a high level of English proficiency), so there are no language barrier issues.