Economy Intel Corp To Lead DoD US Manufacturing Initiative (+TSMC's American Mega-Factory / Industrial Park)

[Deorum]

 

[method115]

Intel can't get staff, not around here. Somewhat troubling as they plan some multi billion extension to be completed soon

They'll most likely have to start paying to relocate people.

 

[Cuauhtemoc]

Do you think that has anything to do with China threatening to invade Taiwan? Not the recent bluffs, as I'm smart enough to understand that kind of corporate decision isn't taken on the whim, but the ever looming threat of a Communist takeover.

 

[rob mafia]

Do you think that has anything to do with China threatening to invade Taiwan? Not the recent bluffs, as I'm smart enough to understand that kind of corporate decision isn't taken on the whim, but the ever looming threat of a Communist takeover.

sorta. i don't think it's the primary concern, but taiwan knows that their fabs are the reason why they have such strategic importance (globally). the usa has been allied with taiwan (and arming them), but this sure doesn't hurt our relations and also provides a bit of a hedge.

china invading taiwan would be ww3.

 

[Deorum]

Do you think that has anything to do with China threatening to invade Taiwan? Not the recent bluffs, as I'm smart enough to understand that kind of corporate decision isn't taken on the whim, but the ever looming threat of a Communist takeover.

Taiwan had already been lobbied by the Pentagon to encourage a portion of production in the US and TSMC met with a delegation of city officials and economic council representatives from Phoenix directly. They originally agreed to build at least one fabrication plant with no official site chosen at the time of the announcement, more or less at the behest of and as a favor for the US.

However, the CCP rhetoric took a sharp turn towards the aggressive last year and TSMC started making moves on their own volition. When they bought 1,130 acres (the size of a full blown science and industrial park) of rezoned land late last year, it became a clear signal they were no longer planning on just one factory and then that suddenly became six of them.

The site isn't anywhere near ready for this equipment and machinery to be shipped and ordinarily wouldn't be moved for another 12-18 months but they're doing it anyway and renting out massive amounts of warehouse storage space for it while the pace of construction work has been put on steroids, their contractors have been having to bring in extra workers from out of state because Intel is working just as aggressively with their own expansion on the other side of the same city.

 

[adam199]

It would be dope if we just moved the entire country of Taiwan to the US. Just carve out a chunk of land for them, and move all of them over here. That would piss off China badly lol.

 

[Deorum]

It would be dope if we just moved the entire country of Taiwan to the US. Just carve out a chunk of land for them, and move all of them over here. That would piss off China badly lol.

Be nice to shift the entire island itself over to the US pacific coast. TSMC is bringing vast riches in any case and hardly only in a monetary sense. Even if Intel is able to pull off their course correction (and I don't think this is the inflection point where they fall indefinitely), there won't be a high tech manufacturing renaissance without their investment and output. With them, it's a virtual guarantee and US based production also allows TSMC to become fully integrated into the defense industrial base. If Samsung commits to multiple new fabs, it stacks the deck.

 

[Yehudim]

It would be dope if we just moved the entire country of Taiwan to the US. Just carve out a chunk of land for them, and move all of them over here. That would piss off China badly lol.

Nah, S. Korea, Japan, and Taiwan are perfectly placed to keep China inside the Western Pacific.

Plus, I enjoy triggering the CCP.

 

[Source]

@Deorum disappointed not to see a mention of micron’s 150 billion investment pledge over the next 10 years. While not only directed at US expansion being one of the few US based major chip manufacturers remaining this will certainly be a boost the US technology and manufacturing capabilities.


Micron to Expand Chip Production With $150 Billion in Capital Spending Over Coming Decade

https://www.google.com/amp/s/www.ws...ital-r-d-spending-in-decade-ahead-11634724001

 

[PEB]

Do you think that has anything to do with China threatening to invade Taiwan? Not the recent bluffs, as I'm smart enough to understand that kind of corporate decision isn't taken on the whim, but the ever looming threat of a Communist takeover.

These moves play into Chinas hands more companies move the more Twainese could turn on US an other countries. The economic impact on Twain could be bad. US is not the only country that Twainese companies could seek to move. Chinese just need to threaten aggressive action an Companies run for cover.

 

[PEB]

The best part TSMC could seek billions from the US because they are currently the only game in the 5nm an under town. US seeking to have access to these chips may be willing to fork over billions to them till some US companies close the gap.

 

[rob mafia]

These moves play into Chinas hands more companies move the more Twainese could turn on US an other countries. The economic impact on Twain could be bad. US is not the only country that Twainese companies could seek to move. Chinese just need to threaten aggressive action an Companies run for cover.

 

[Deorum]

 

[PEB]

How the F you think Taiwanese would respond at the thought of thousands of jobs gone because companies leaving the country a-hole. I am sure they would be fing happy. Thank for adding 0> to the conversation. Dick-h

 

[Yehudim]

How the F you think Taiwanese would respond at the thought of thousands of jobs gone because companies leaving the country a-hole. I am sure they would be fing happy. Thank for adding 0> to the conversation. Dick-h

The Taiwanese are tethering their political and security interest to the US's economic and geopolitical interest.

Plus, it's an aging island with a shrinking workforce. This is probably the future of aging countries with shrinking workforces. Send your industry to other countries and send a ton of the profit back home. Nobody in Taiwan is protesting such moves. You're completely wrong here.

It's mutually beneficial. If China ever decides to invade Taiwan in the future, the business interest may be great enough to justify defending them, instead of mere appeals to emotion about a small democratic nation being consumed by a large totalitarian state.

 

[rob mafia]

How the F you think Taiwanese would respond at the thought of thousands of jobs gone because companies leaving the country a-hole. I am sure they would be fing happy. Thank for adding 0> to the conversation. Dick-h

 

[Deorum]

Ok, Pat. It all sounds great for Intel and by extension America, but that's enough public appearances and interviews for now. Go do it and we'll meet up again in four years.

 

[Deorum]

Good. Hopefully they won’t have any of that this decade. Anything outside that, I don’t have much confidence in though.

The Biden Admin may want to consider placing export controls on the capital equipment that has been shipped to mainland China since he took office. It isn't state of the art tech for the most part, but does allow them to close the gap to a degree.

 

[ElKarlo]

The Biden Admin may want to consider placing export controls on the capital equipment that has been shipped to mainland China since he took office. It isn't state of the art tech for the most part, but does allow them to close the gap to a degree.

Much like the old days, it takes tools to make good tools. Which can be used to make precise tools. Interrupting that is only a good thing. Hopefully they follow through with this