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TSMC's $65 billion Arizona facility can now match Taiwan production yields according to early trials (www.techspot.com)

submitted 3 months ago by [email protected] to c/[email protected]

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I have some thoughts on this I'll post as a comment. But basically the predictions of their re-shoring being a total bust were nonsense. It doesn't matter at the end of the day if their efficiency is only 80% of that of their fabs on the island, if it's enough to be part of what supplies the entire west with all they need for laptops and smartphones and gaming consoles then it's enough to no longer need that occupied part of China or care what their actions taken against China result in as far as consequences.

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[–] [email protected] 5 points 3 months ago

It's three fabs. Intel, meanwhile, is falling apart.

The important thing, imo, is that the US doesn't achieve full chip independence before 2030, which allows a peaceful resolution of the Taiwan issue (i.e, Chinese customs blockade redirecting Taiwanese shipping and passenger traffic to China). I don't see American reshoring settling the issue early, even though Intel is likely to get automated fabs up by 2028.