tom-at-foundation on Nostr: What was your main take away from the article? I agree with NVK I think #TSMC is ...
What was your main take away from the article? I agree with NVK (npub1az9…m8y8) I think #TSMC is simply stalling. There is already a huge presence of fab workers in AZ at Intel. In fact that was my initial assumption is that they chose the location so they could poach their workforce from Intel (and be in a tax/business friendly state with relatively cheap land, so it’s better than Oregon or CA where other major Intel sites are).
I also don’t agree at all RE the Gen Z stereotype. I know tons of extremely hard working people that are in those types of jobs. Now, there is definitely a potential problem with what TSMC wants to pay those employees, which gets to the heart of the issue. You can build chips in the US, but it is SO much more expensive. If TSMC doesn’t back out, put a 50% premium on the chips they produce. And there may in fact be sufficient demand, especially given the Apple 5nm scenario.
I also don’t agree at all RE the Gen Z stereotype. I know tons of extremely hard working people that are in those types of jobs. Now, there is definitely a potential problem with what TSMC wants to pay those employees, which gets to the heart of the issue. You can build chips in the US, but it is SO much more expensive. If TSMC doesn’t back out, put a 50% premium on the chips they produce. And there may in fact be sufficient demand, especially given the Apple 5nm scenario.