News TSMC to charge premium for making chips outside of Taiwan, including its new US fabs, CEO says

[hannibal]

Main point of those new factories is not the price… they will be more expensive ofcourse! But the safety. If China deside to follow USSR lead and attact Taiwan… we have production capasity also elsewhere!
That is why USA did pour money for this facility!

 

[shady28]

Missing the point of the CHIPS act and having companies like TSMC / Intel building domestic manufacturing.

Taiwan could easily be blockaded by China. It's probably going to happen in the next 5-6 years. No invasion needed.

It's not even the effect on the PC/Laptop space, it's the effect on things like making cars, tractors for farms, control systems for industry - like utility companies, refineries, gas and oil pipelines, etc. - that is the existential threat. No one is going to care if you can get the latest AMD CPU when their utilities are off, gas costs $20/gal, food goes up 200%, or the sewage backs up into people's homes because we can't make microcontrollers for tractors and pumping stations.

 

[mac_angel]

They have been. Samsung and Micron just got $6 Billion from the CHIPS act as well. Intel did a few months back; I can't remember how much.
I don't think any of these companies should be getting money from governments. They are all recording record breaking profits and massive gains, and it's all going into the pockets of the shareholders. The companies, and shareholders don't have to reinvest into their own company nearly as much because of all the money all the governments are giving them. It's just another prime example of the massive transfer of wealth that's been increasing lately.
What I'm more worried about is that once all these companies are fully up and running, and no longer as reliant on Taiwan, you'll see the US back out of Taiwan and let China take them over. They've already been hinting at not getting involved. Stupidly, they don't seem to realize that it won't stop at Taiwan; Japan will be next.

 

[ashburner]

Are they paying the money back? These are tax dollars from the American taxpayer. A 53% Gross Margin is extremely high. God forbid these mega corps take a hit to GM.

 

[JRStern]

I thought I'd seen TSMC reports that their US costs would be 200% of Taiwan, so a mere 50% premium might reflect their expected US Chips Act money.

 

[TerryLaze]

Are they paying the money back? These are tax dollars from the American taxpayer. A 53% Gross Margin is extremely high. God forbid these mega corps take a hit to GM.

If they don't build in the USA they will build somewhere else, and having a huge company that makes 50% margin in your country, paying you taxes and buying raw materials from your country, or at least importing them, still paying you taxes on it, paying a lot of salaries to people inside of the USA that will in turn pay taxes and buy stuff in your country is much better than having that company make all of these things happen in...not your country....

 

[brandonjclark]

LOL..

USA doesn't have defensive in Taiwan. USA pulled the army after USA break off diplomatic relations with Republic of China (Taiwan.) and form diplomatic relations with people of republic of China. As matter of fact the last army personal left Taiwan at May 3 1979.

We unofficially have at least 50 people stationed there. We also just passed a multi-nation aid package that includes BILLIONS for Taiwan.

It's also our normal operating procedure to patrol those waters "in defense" of Taiwan multiple times a month.


You can review more information about our DEFENSE COMMAND here: https://en.wikipedia.org/wiki/United_States_Taiwan_Defense_Command