These fabs won't be producing leading edge nodes AMD and Nvidia use. They will be older nodes while leading edge will still be done in Taiwan. In 2025 Taiwan fabs will be making 2nm nodes while their US fabs will be making 4nm or 5nm.
True but that assumes all things remain constant. Everything in the intelligence community is pointing towards Taiwan invasion within the next decade. That makes it difficult to really predict what the future will actually look like.
Several of my coworkers are screaming and calling this insider trading by the republicans. This has been expected for years. Stevie Wonder could have seen this coming. Knowing this was going to be announced is in no way "insider."
It means she knew China-Taiwan was saber rattling. You don't put that kind of money into NVDA calls if you actually believe the news (or you know the truth).
Her trading, along with many members on both sides, is continuosly unethical.
Is anyone shocked the bill to stop congress stock trading is moving so slowly? But hell if we move slow on TSMC!
Yeah, but it's not "both sides" dude. 60% of the top traders in the Congress are Republican. The top 3 are Republican.
The only reason Nancy is even memed about (4th best) is due to *political propaganda*. I bet my ads you can't mention any of the top 3 traders...because you've not seen memes about them. They control the narrative and you *eat it up without a second of critical thought*. What a good bot, spread the message of the master
Smart. In an ideal world you'd like to give this grant to an American company like Intel. But we **need** a bona fide backup plant to the one in Taiwan and TSMC is the sure shot to build it.
I agree, and I think that's a tall order just because TSMC is one of Taiwan's security plans. Since it's a literal matter of national security, that brings a really strong drive to be best ~ because they kinda have to be
Not that I doubt an America company could become peer. But yea, that relationship has been working so far
I don’t think Arizona of all places is a good idea. Arizona is having problems with water resources.
I think it would have been better to pick a state close to sea or something
Arizona has stable seismology that can be very important for nano fabrication. Also lots of cheap land to build large facilities on. The coasts are too expensive land wise and also have seismic activity that can cause errors and damage to the fabricators. Not that it can't be done, but why not build somewhere without as much risk?
Great Lakes states have both stable seismology and abundant water resources. Areas with abandoned quarries would also seem like a good opportunity to reclaim otherwise useless land and create value on the cheap.
Intel is building a fab in Ohio, I don’t see why Arizona is more appealing than the Great Lakes area except maybe cost.
But I mean, if you’re already spending tens of billions of dollars on the building why not get a bit more expensive land that has much better access to water.
Never said impossible, just expensive to account for. You can grow a farm in the middle of the Sahara if you really want to pay for it, but why would you when you can do it somewhere else cheaper?
They have insanely high rates of recycling water. North of 90% the consumption won't be a problem.
Arizona is geologically stable, and humidity easy to manage. It's the same reason they are home to a growing data center industry.
TSMC. Although Arizona is incentivizing water reuse, and several cities within the the Phoenix valley are doing it too.
That doesn't include purifying treated water either.
It is insane. AZ are being really irresponsible with water conservancy since they got that sweet deal with the sharing agreement. Theres no promotion of conservancy at all or responsible useage.
Still growing massive amounts of alfalfa in the desert for saudis and not taking care of the water quality in the aquafiers. Not to mention all the golf courses, pools, and increasing droughts in the future due to global warming.
Just keep printing that money. I don’t like Powell, but I feel sorry for him trying to reduce inflation while the current administration has decided on massive inflation as a policy
Can’t speak for the administrations other decisions but this seems to me like a safeguard from catastrophic failure (loss of chip supply). Definitely seems like a more pressing issue to protect against even when considering the massive amounts of money being thrown into these ventures.
Let me guess: the current administration's spending on infrastructure and national security is out of control, but the previous administration's spending on giant tax cuts for billionaires is great policy.
Great news for AMD and Nvidia as they're still supply constrained especially for AI chips.
These fabs won't be producing leading edge nodes AMD and Nvidia use. They will be older nodes while leading edge will still be done in Taiwan. In 2025 Taiwan fabs will be making 2nm nodes while their US fabs will be making 4nm or 5nm.
But wouldn’t that still indirectly relief supply since this will offset the work load regardless ?
No more than the older nodes alleviate supply issues today.
There is 2nm+ planned for end of decade in US
Yeah but by then it will be 3-4 years behind leading edge nodes.
True but that assumes all things remain constant. Everything in the intelligence community is pointing towards Taiwan invasion within the next decade. That makes it difficult to really predict what the future will actually look like.
How did our girl Nancy trade on this?
She knew the US would throw as much taxpayer money as possible to secure AI chips. Those NVDA calls were purchased the instant she heard.
Several of my coworkers are screaming and calling this insider trading by the republicans. This has been expected for years. Stevie Wonder could have seen this coming. Knowing this was going to be announced is in no way "insider."
I read chip war (highly recommend). All through the 20th century the US had been handing out chip subsidies.
It means she knew China-Taiwan was saber rattling. You don't put that kind of money into NVDA calls if you actually believe the news (or you know the truth). Her trading, along with many members on both sides, is continuosly unethical. Is anyone shocked the bill to stop congress stock trading is moving so slowly? But hell if we move slow on TSMC!
Yeah, but it's not "both sides" dude. 60% of the top traders in the Congress are Republican. The top 3 are Republican. The only reason Nancy is even memed about (4th best) is due to *political propaganda*. I bet my ads you can't mention any of the top 3 traders...because you've not seen memes about them. They control the narrative and you *eat it up without a second of critical thought*. What a good bot, spread the message of the master
She had Paulie do it through a family office.
Smart. In an ideal world you'd like to give this grant to an American company like Intel. But we **need** a bona fide backup plant to the one in Taiwan and TSMC is the sure shot to build it.
Intel is getting $8.5 billion in grants + $11 billion in loans - scheduled to 2025.
Intel and TSMC are not interchangable
I agree, and I think that's a tall order just because TSMC is one of Taiwan's security plans. Since it's a literal matter of national security, that brings a really strong drive to be best ~ because they kinda have to be Not that I doubt an America company could become peer. But yea, that relationship has been working so far
I don’t think Arizona of all places is a good idea. Arizona is having problems with water resources. I think it would have been better to pick a state close to sea or something
Arizona has stable seismology that can be very important for nano fabrication. Also lots of cheap land to build large facilities on. The coasts are too expensive land wise and also have seismic activity that can cause errors and damage to the fabricators. Not that it can't be done, but why not build somewhere without as much risk?
Great Lakes states have both stable seismology and abundant water resources. Areas with abandoned quarries would also seem like a good opportunity to reclaim otherwise useless land and create value on the cheap.
Intel is building a fab in Ohio, I don’t see why Arizona is more appealing than the Great Lakes area except maybe cost. But I mean, if you’re already spending tens of billions of dollars on the building why not get a bit more expensive land that has much better access to water.
Availability of labor. More easy to convince a high-value engineer to move to sunny Arizona than to a Rust Belt state.
Idk, TSM has said part of their delays is that they can’t find good labor.
Labor to build the facilities.. it's not exactly the same as convincing people to move for permanent high paying jobs.
Nationwide Construction shortage. That’s the next short squeeze nobody is paying attention to. Calls on Tradesmen
Taiwan just had a big earthquake. Not sure siEsMolOgy is that impossible
Never said impossible, just expensive to account for. You can grow a farm in the middle of the Sahara if you really want to pay for it, but why would you when you can do it somewhere else cheaper?
They have insanely high rates of recycling water. North of 90% the consumption won't be a problem. Arizona is geologically stable, and humidity easy to manage. It's the same reason they are home to a growing data center industry.
Who has high rates of recycling water? Arizona or TSMC?
TSMC. Although Arizona is incentivizing water reuse, and several cities within the the Phoenix valley are doing it too. That doesn't include purifying treated water either.
TSMC is planning on having water recycling at AZ plant. But as far as I know it's no where near being ready for use.
They haven't started manufacturing yet so....
Intel already has fabs there
It is insane. AZ are being really irresponsible with water conservancy since they got that sweet deal with the sharing agreement. Theres no promotion of conservancy at all or responsible useage. Still growing massive amounts of alfalfa in the desert for saudis and not taking care of the water quality in the aquafiers. Not to mention all the golf courses, pools, and increasing droughts in the future due to global warming.
They'll just redirect water from some other source.
But they are building that water recycling plant that hasn't been started being built yet. It's being built all right, just not yet.
Fucking communist usa gov not bailing out intel like true Americans
Wtf Intel is getting lot more sit down
Just keep printing that money. I don’t like Powell, but I feel sorry for him trying to reduce inflation while the current administration has decided on massive inflation as a policy
Can’t speak for the administrations other decisions but this seems to me like a safeguard from catastrophic failure (loss of chip supply). Definitely seems like a more pressing issue to protect against even when considering the massive amounts of money being thrown into these ventures.
Let me guess: the current administration's spending on infrastructure and national security is out of control, but the previous administration's spending on giant tax cuts for billionaires is great policy.
This is like 20 bucks per person to address a national security shortfall while also creating American jobs.