TSMC to build second Japan chip factory, raising investment to $20B

Re:TSMC to build second Japan chip factory, raising investme... by ethbr1 on Wednesday February 07, 2024 @02:43PM (#39293255)

Also, wouldn't be surprised if the drive towards minimal-latency shipping is having some evening effect.

Increased labor costs... versus rapid, $$ last-minute transport / port fees to hide latency across the Pacific.

At some point, it's just cheaper to pay the manufacturer more, if they can more rapidly respond to demand.

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Re:TSMC to build second Japan chip factory, raising investme... by bobthepanda on Wednesday February 07, 2024 @03:24PM (#39293792)

Paying more just doesn’t work if a chokepoint is clogged up or closed. Chinese ports locking down, congestion at LA/Long Beach, Panama running dry, Suez being blocked, the Red Sea crisis, etc. It is making just-in-time inventory untenable.

Canada and Mexico have multiple entry points without as severe risk.

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