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A comment on TSMC to build second Japan chip factory, raising investment to $20B. Parent comment

Re:TSMC to build second Japan chip factory, raising investme... by jacobsimon on Wednesday February 07, 2024 @09:05AM (#39288697)
My understanding is that the US factory is underway and going to start producing chips next year and that they have plans to construct a second factory already. I’ve been seeing this negative narrative a lot around the US factory, but I’m curious if there’s any evidence that they’ve actually stopped progress. I feel like that would be a huge political loss for Biden and the CHIPS act at this point.
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Re:TSMC to build second Japan chip factory, raising investme... by sanxiyn on Wednesday February 07, 2024 @09:14AM (#39288795)
TSMC fab construction site in the US is a popular target for drone video and such videos are regularly uploaded to YouTube. I watch them, and there is no evidence of stopping.

My understanding is that TSMC is happy with construction, and their main worry is CHIPS act. No CHIPS act fund is actually distributed to advanced fabs yet because US government has so many conditions.

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Re:TSMC to build second Japan chip factory, raising investme... by kredd on Wednesday February 07, 2024 @09:19AM (#39288849)
It’s going AFAIK, but had a bunch of mishaps and talent/labour shortage, so it’s going slower. I’m curious how big its output is going to be, compared to the one that’s supposed to start producing chips in 2024 in Japan.

Just a bit disheartening timeline wise. It took Japanese ~3 years (2021-2024) from the announcement to production, versus ~5+ (2020-2025 TBD) for North American factory. I hope we figure out the logistics and have it easier for the second factory though!

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Re:TSMC to build second Japan chip factory, raising investme... by KerrAvon on Wednesday February 07, 2024 @11:42AM (#39290734)
There would be an easy fix: pressure Tim Cook to increase the US-manufactured content of iPhones. Trump actually did a version of this with some success; it was the version of the Mac Pro nobody wanted, because Trump has the reverse Midas touch, but previous presidents could have done more here.
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