Comments by "Doncarlo" (@doujinflip) on "Why is TSMC Doing Better in Japan?" video.

  1. American corporations demand lower pay growth and more layoffs, and it shows in their portfolios. Workers are simply “acting their wage” because of how distant their management’s interests and benefits are from their own.
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  2. Each organization would be different, though singing songs sounds too childish for American workers to get on board with. More like how SAP or Costco treats its employees, which allows them to retain voluntary talent even when competitors offer larger paychecks.
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  3. It used to make sense, but then reality got more nuanced and buyers aren’t going to go get a graduate degree just to understand.
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  4. Natural disasters aren’t as fundamental an issue for TSMC, whose main operations are regularly affected by earthquakes and typhoons. I’d say they were trying to gain the benefits of both AZ’s lower acquisition costs while being close enough to CA’s educated workforce.
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  5. That’s the result of corporate attitudes towards its labor. There’d be more pride doing Made in USA if company management provided a workplace environment and mission to be proud about.
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  6. Ability to defend too. Even the most mild conflict could completely shut down Taiwan chip production, but Taiwan’s allies still need chips to produce the precision weapons needed to effectively fight back.
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  7. Yet “business friendly” low-tax low-regulation regimes wonder why they’re not attracting higher-paying jobs.
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