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by VWWHFSfQ 1124 days ago
Isn't USA in the process of basically relocating TSMC to Arizona for that reason? And it's not for iPhones. It's because USA military can't risk having the chip supply cut off in wartime.
2 comments

No. What you're missing is that the fabs moving to the US are pretty much just the ones the US military might need.

TSMC isn't moving their cutting edge production here. The fabs will be a node or two behind.

Which is why there is a lot of pressure on Intel to pull off their new EUV-2 fabs.
> relocating TSMC to Arizona

That's a big no. What's actually happening is that TSMC is building a new factory in Arizona, including training a brand new US workforce. It remains to be seen whether it can even be done. Toyota famously failed with a similar attempt in Fremont, California.

It's a question of whether TSMC is successful because of some sort of strategy that is compatible with American work culture, or do the actual Taiwanese workers play a significant part in their success? Unanswered thus far.

>It remains to be seen whether it can even be done. Toyota famously failed with a similar attempt in Fremont, California.

Every Japanese auto maker has had US plants for decades. Toyota's oldest, in Georgetown KY, has been there since 1986.

The Fremont factory predates the Georgetown factory by a few years, and of course even more if we consider the pre-Toyota history of it.

https://en.wikipedia.org/wiki/NUMMI

https://en.wikipedia.org/wiki/Toyota_Motor_Manufacturing_Ken...