News TSMC to build 30% of its 2nm and more advanced chips in the U.S., to speed up Fab 21 build out

Тази сделка изглежда разумна - сигурно производство на премиум силикон в САЩ, в замяна на защита на Тайван от Китай. И всичко това до 2030 г., което е в съответствие с плановете на другаря Си 🤓.
It looks like a well-coordinated operation/deal between the three of them 😅.
 
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I wonder how much more will it cost to produce the same node in US vs Taiwan.
TSMC has indicated that it is no more that 10% more. Considering their margins, this amounts to about to as little as 3% for the customers. This is good insurance for TSMC. If there is a major earthquake in Arizona or Taiwan that shuts things down for 6 months, they have something to fall back on.

The major cost for the fabs is capital equipment, not labor cost.
 
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