Op-ed: US Strategy for Semiconductor Manufacturing

[Liberty]

https://www.nzscapital.com/news/us-semi

 

I thought this was a good read.

[coc]

He's totally right. This is an interesting consequence of the globalization of every business. Everything is run like Nike.

[DooDiligence]

https://semiengineering.com/can-the-u-s-regain-its-edge-in-chip-manufacturing/

 

www.bloomberg.com/news/articles/2021-02-11/biden-team-pledges-aggressive-steps-to-address-chip-shortage

 

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This guy's a good follow:

 

@FoolAllTheTime

[gary17]

TSMC is a stock I own  - has benefited greatly during COVID and this shortage. Also Apple M chips helped. and i don't think it's too expensive , relative to other stocks in the USA.

[ValueArb]

Since most of TSMC manufacturing equipment is actually made in Europe, why don't American semiconductor manufacturers like, you know, buy some?

 

Why do Intel et all need handouts to avoid the terrible risk of only have 10nm production capabilities in the US leading to a Xmas shortage of game consoles?

[DooDiligence]

Since most of TSMC manufacturing equipment is actually made in Europe, why don't American semiconductor manufacturers like, you know, buy some?

 

Why do Intel et all need handouts to avoid the terrible risk of only have 10nm production capabilities in the US leading to a Xmas shortage of game consoles?

 

www.scmp.com/tech/tech-war/article/3120939/china-sucker-spending-billions-foreign-semiconductor-equipment

[Jurgis]

Since most of TSMC manufacturing equipment is actually made in Europe, why don't American semiconductor manufacturers like, you know, buy some?

 

Why do Intel et all need handouts to avoid the terrible risk of only have 10nm production capabilities in the US leading to a Xmas shortage of game consoles?

 

Capitalism works

 

or maybe

 

Screw-it-there's-no-point-to-invest-TSMC-is-gonna-eat-our-lunch-and-make-all-our-chips-anyway-fck-R&D-hire-McKinsey-for-financial-engineering really works