TSM ... Taiwan Semiconductor

[optaiwan]

Simply that Americans don't know how to work anymore, because we don't have the skills set to operate a TSMC factory in the US.
It's a bit unfair and it hides another reason we "can't" do it. The variable no one wants to talk about is labor cost. All these white coat workers working in chip factories in Asia are engineers paid manufacturing rates. The same in the US would be paid at least 3x more and not be competitive. This is a case both Dems and Republicans can agree on, that America has lost it competitive edge to Asia and the only way to regain it is to pressure factories back home. This will increase inflation as Made in the USA products will be significantly more expensive than those made in Asia and consequently will only be sold in the US.
As an example, Tesla cars made in China are far cheaper to manufacture than those made in Texas or Germany even though they are the same cars. There is no competitive reason to have western based factories, except for the government intervention to skew the market to benefit local manufacturing. Nothing inherently wrong with that provided we all recognize that "free trade" was a US rallying cry until East Asia became truly competitive. China demonstrated that it's a national prerogative to skew the market to benefit home grown manufacturing.

i see your point and many thanks to your words.

 

[maxinger]

• Technology

Trump says Taiwan should pay for defence, sending TSMC stock down
By Reuters
July 17, 20243:25 PM GMT+8Updated an hour ago

Taiwan Semiconductor Manufacturing Company's (TSMC) logo is seen while people attend the opening of the TSMC global R&D center in Hsinchu, Taiwan July 28, 2023. REUTERS/Ann Wang/File Photo Purchase Licensing Rights, opens new tab
TAIPEI, July 17 (Reuters) - Taiwan should pay the U.S. for its defence as it does not give the country anything, Republican presidential candidate Donald Trump told Bloomberg Businessweek, sending shares of Taiwanese chip manufacturer TSMC (2330.TW), opens new tab lower on Wednesday.



Soon Israel has to pay for defense too.

How about South Korea & Japan? Are they paying enough?

Definitely, the NATO members have to pay more.

Who else must pay more?

 

[VicBee]

• Technology

Trump says Taiwan should pay for defence, sending TSMC stock down
By Reuters
July 17, 20243:25 PM GMT+8Updated an hour ago

Taiwan Semiconductor Manufacturing Company's (TSMC) logo is seen while people attend the opening of the TSMC global R&D center in Hsinchu, Taiwan July 28, 2023. REUTERS/Ann Wang/File Photo Purchase Licensing Rights, opens new tab
TAIPEI, July 17 (Reuters) - Taiwan should pay the U.S. for its defence as it does not give the country anything, Republican presidential candidate Donald Trump told Bloomberg Businessweek, sending shares of Taiwanese chip manufacturer TSMC (2330.TW), opens new tab lower on Wednesday.



Soon Israel has to pay for defense too.

How about South Korea & Japan? Are they paying enough?

Definitely, the NATO members have to pay more.

Who else must pay more?

TSMC will tell Trump they're running out of chips for his military.

 

[vanzandt]

TSMC will tell Trump they're running out of chips for his military.

We'll just tap into Elon's stash.

 

[mervyn]

told you guys volfefe is back.

 

[maxinger]

Donald Trump signals he would not defend Taiwan from Chinese invasion
Rozina Sabur
Thu, 18 July 2024

Trump took to the stage displaying a bandage on his ear after the assassination attempt at the weekend - BRENDAN SMIALOWSKI/AFP via Getty Images

Donald Trump has signalled the US would not defend Taiwan from a Chinese invasion under his presidency – because the country had grown rich by “stealing” US microchip production.

______________________________________________________

ie When Trump is the president again, that is a good time for China to
take over Taiwan.

ie Taiwan Index, TSMC .... will be very highly tradable.
Make sure your war chest is well stocked.

Soon China will be selling tons and tons of chips (from China, and from Taiwan Island, China)
to the whole world.
Of course, they wouldn't sell high end chips to the world.


Similarly, Israel has grown rich from the support the US has given to them.

 

[VicBee]

Donald Trump signals he would not defend Taiwan from Chinese invasion
Rozina Sabur
Thu, 18 July 2024

Trump took to the stage displaying a bandage on his ear after the assassination attempt at the weekend - BRENDAN SMIALOWSKI/AFP via Getty Images

Donald Trump has signalled the US would not defend Taiwan from a Chinese invasion under his presidency – because the country had grown rich by “stealing” US microchip production.

______________________________________________________



ie Taiwan Index, TSMC .... will continue to be highly tradable.

Soon China will be selling tons and tons of chips (from China, and from Taiwan Island, China)
to the whole world.
Of course, they wouldn't sell high end chips to the world.


Similarly, Israel has grown rich from the support the US has given to them.

The irony is the CEO of TSMC is Taiwanese American. He started his business in SoCal but couldn't get funding or necessary skills to grow there so he moved to Taiwan.