Comments by "genuinenness befitting" (@genuinennessbefitting4734) on "Vox"
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Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged behind Taiwan by a decade, the US Department of Defense and IBM, still worried about the already fading American technology influx into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
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@270eman The building materials needed for TSMC's Arizona plant are manufactured in Taiwan and shipped in thousands of containers to Arizona for assembly. In the future production process, the Arizona factory must import raw materials from Taiwan daily. Then, when the chips are finished in Arizona, they ship them back to Taiwan to be packaged and then back to the U.S. when the packaging is complete. To make matters worse, the Arizona factory is far away from the supporting manufacturers, a Taiwan factory can solve the problem in an hour; Arizona needs tens of hours, days or weeks to solve the problem, so consumers will have to bear the heavy burden price.
Furthermore, TSMC still has to close its factory in Arizona whenever Taiwan faces geopolitical risks. Therefore, building factories in countries without supply chains and human resources will not decrease risks, but will only increase costs. So it doesn't make sense.
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@samsonsoturian6013 Before 2004, the United States led the world in semiconductor technology, and foundries had to pay IBM's technology license fees. But in 2004, TSMC took the lead in developing 0.13-micron copper process technology ahead of IBM, ushering in the era of Taiwan's semiconductor technology leading the world. In 2014, IBM withdrew from the foundry business, and TSMC considered buying IBM's fab in New York State. However, even though IBM's technology has lagged behind Taiwan by a decade, the US Department of Defense and IBM, still worried about the already fading American technology influx into Taiwan, rejected the deal. High-tech semiconductor technology is the result of Taiwan's efforts to develop, and now the United States claims to "bring back" semiconductor production to the United States.
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