News TSMC's Troubled Arizona Fab Gets Vote of Confidence From AMD

[Admin]

AMD set to use TSMC's Arizona fab despite delays as it needs geographic diversity.

TSMC's Troubled Arizona Fab Gets Vote of Confidence From AMD : Read more

 

[bit_user]

They were also rumored to be buying capacity at Samsung (I thought it was more than a rumor that they bought some wafers on an old node?), but recently denied it:

Lisa Su Swats Down Samsung Foundry Rumors: We Work With TSMC

AMD's Lisa Su gives comments on manufacturing partners.

www.tomshardware.com

I wonder if TSMC is giving them a better deal, as long as they remain an exclusively-TSMC customer.

 

[umeng2002_2]

Troubled is hardly the right description. The fact that these fabs work at all is a small miracle. Anyone in engineering or research knows that something hardly works and is "troubled" until it does work and is finally released.

 

[bit_user]

Anyone in engineering or research knows that something hardly works and is "troubled" until it does work and is finally released.

Eh, when a project is mismanaged, the resulting product usually has serious deficiencies, if/when it does finally ship. Hopefully, TSMC's quality control will prevent these lines from going into full production until they meet the standards achieved by their other fabs.

"Troubled" isn't always a necessary or inevitable phase you have to go through, especially since TSMC isn't even setting up a leading edge node, there. Since it's a generation behind, it should be just replicating what they've done in Taiwan.

 

[umeng2002_2]

Even well ran projects have all sorts of hurdles.

 

[gdmaclew]

When you when you think?
A little proof reading goes a long way.

 

[Tom Sunday]

With most all of AMD's key products made by TSMC on the island of Taiwan, AMD’s endorsement to produce some of their chips in the U.S comes not as a surprise. Especially given the bleak future of the much bigger international political climate and which is not going away anytime soon. Taiwan is also not allowed to be a member of the United Nations as it along with the United States only recognizes the People's Republic of China as the legitimate government of China, and does not recognize Taiwan as a sovereign state.

TSMC is now seeking $15 billion in U.S government aid and an additional estimated $8 billion in federal tax breaks and for a foreign industry that expects gross profits of more than 50%. Congressional leaders here in turn noted: “The U.S. doesn't want to see itself in a situation where it is hostage to Chinese control of such a critical industry and we've been delinquent and we've been remiss in letting our capacity and capability decline.”

House member Anna Eshoo, who worked on the legislation aid, said: “We must win this global competition as we are in fierce competition with China and thus must keep things all American! It also tackles our national security issues which she views as ultra-pressing, and sends a signal that America must be first when it comes to chip manufacturing and technology.” Thus many ‘on the Hill’ seemed to be more inclined in giving Intel the better deal and priority than TSMC any day, as Senators here are clearly now poised towards the 2024 election and votes in their pocket, and per Eshoo’s given keynote speech underscoring that this is what the American people would want. Food for thought!

 

[bit_user]

the United States only recognizes the People's Republic of China as the legitimate government of China, and does not formally recognize Taiwan as a sovereign state.

Fixed that, for you. We can't get into details, but it's a delicate dance and formal recognition wouldn't positively impact the situation - least of all, right now.

 

[bit_user]

the question always abounds which of these companies presents the better long term investment given the volatility in the market and in the world! Thank You for your response!

No one should heed my investment advice. I do wonder if it's even possible for the average US citizen to invest in TSMC. There's probably some way to trade on your expectations of them, but whether it makes financial sense is really the kind of question you'd want to take to a different forum.

 

[Co BIY]

For many Tech Bro’s like me the question always abounds which of these companies presents the better long term investment given the volatility in the market and in the world! Thank You for your response!

Arguably the two best companies in the world, both extremely well run and in the most important markets with nearly unlimited growth opportunities.

Own both.

The real major downside could be that the value is already recognized and they are overpriced. The challenge of investing is that the best company in the world is often a mediocre investment.