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A comment on Intel doesn't know how to be a foundry," Tim Cook reportedly told TSMC's CEO. Parent comment

Re:Intel doesn't know how to be a foundry," Tim Cook reporte... by mandevil on Wednesday January 29, 2025 @02:10PM (#42869644)
Besides the fact that the AZ plant does not produce TSMC's bleeding edge process (3nm) but the older 4nm, the product from that fab can't be delivered directly to a customer. Every wafer at that plant has to be shipped back to Taiwan for packaging and can only then be delivered to a customer.

So a blanket tariff would definitely apply even to the production of that plant. Which is why lots of CEO's (including Tim Cook) are trying to suck-up to Trump right now, to get an exception made for their imports.

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Re:Intel doesn't know how to be a foundry," Tim Cook reporte... by indrora on Wednesday January 29, 2025 @05:18PM (#42871982)
TSMC can work with partners for packaging (TI and IBM come to mind)
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Re:Intel doesn't know how to be a foundry," Tim Cook reporte... by mandevil on Wednesday January 29, 2025 @06:57PM (#42873005)
Packaging is not trivial. I don't think either of those companies has been near the frontier for packaging in ... more than a decade? Two decades? This would be something where it would take a lot of time and throwing away badly packaged wafers to create the experience necessary. TSMC is probably better off doing it themselves in a new build versus working with partners who are so far from their level.
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