Comments by "genuinenness befitting" (@genuinennessbefitting4734) on "Who will win the global chip war?" video.
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For TSMC's factory built in Arizona, the necessary building materials are manufactured in Taiwan and then shipped to Arizona in thousands of containers for assembly so that consumers will have to bear the high cost. Since then, the production of the Arizona factory has required importing raw materials from Taiwan every day. Therefore, if the production line encounters a problem that the fabs located in Taiwan can solve in an hour, it will take dozens of hours, days, or weeks to solve in Arizona. Also, whenever Taiwan is affected by geopolitical risks, TSMC still has to close its factory in Arizona, so having a factory in a country with no supply chain and no talents does not diversify risks and only increases costs. Therefore, it makes no sense at all.
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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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