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petcat • yesterday at 1:20 PM • 1 reply • view on HN

> They've got huge monetary losses, if you're ok with that

USA passed the CHIPS Act and is spending close to a trillion dollars to strategically re-home all of TSMC's most advanced fab technology to Arizona as a matter of national security. Monetary losses don't matter when the point is to not be reliant or China in the event of South China Sea conflict.

I think the point of this article, and the warnings from ASML, is that Europe is not making the same effort.


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Grimburger • yesterday at 1:36 PM

But that's sorta of hits to the heart of my comment, it's not particularly working well. TSMC has 2 fabs in China and yields+costs are a fraction of whats coming out of Arizona, let alone in Hsinchu.

Like are you really going to buy a chip that costs 70% more out of national pride? Might work on some but think that very few else will sign up for that.

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