Just thinking about nationalised supply chains @D J 

Chris Nheu

A Phoenix area chip plant run by the world’s top manufacturer, Taiwan Semiconductor Manufacturing Co., is producing usable chips at a better rate than comparable facilities in the company’s home country of Taiwan, an executive said Thursday in a webinar, according to a Bloomberg report.

The comments from Rick Cassidy, head of TSMC’s American unit division, is good news for U.S. efforts to incentivize companies to make more vital hardware domestically, especially as the threat of a China takeover of Taiwan looms. Nvidia, Tesla, Apple, Google and other technology giants rely on TSMC to make their best chips.

The report, which cited a person who listened to the webinar, did not specify what type of chipmaking technology was producing the solid yields. And TSMC hasn’t yet set up any facilities outside of Taiwan for assembling its most advanced chips, including for artificial intelligence, after they are produced. That means chips produced in the U.S. still have to be sent to Taiwan for assembly, also known as packaging. However, the company said earlier this month it would developing a packaging plant on U.S. soil with Amkor, an American firm.


https://www.bloomberg.com/news/articles/2024-10-24/tsmc-s-arizona-chip-production-yields-surpass-taiwan-s-a-win-for-us-push?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124&embedded-checkout=true

A Phoenix area chip plant run by the world’s top manufacturer, Taiwan Semiconductor Manufacturing Co., is producing usable chips at a better rate than comparable facilities in the company’s home country of Taiwan, an executive said Thursday in a webinar, according to a Bloomberg report.  The comments from Rick Cassidy, head of TSMC’s American unit division, is good news for U.S. efforts to incentivize companies to make more vital hardware domestically, especially as the threat of a China takeover of Taiwan looms. Nvidia, Tesla, Apple, Google and other technology giants rely on TSMC to make their best chips.  The report, which cited a person who listened to the webinar, did not specify what type of chipmaking technology was producing the solid yields. And TSMC hasn’t yet set up any facilities outside of Taiwan for assembling its most advanced chips, including for artificial intelligence, after they are produced. That means chips produced in the U.S. still have to be sent to Taiwan for assembly, also known as packaging. However, the company said earlier this month it would developing a packaging plant on U.S. soil with Amkor, an American firm.   https://www.bloomberg.com/news/articles/2024-10-24/tsmc-s-arizona-chip-production-yields-surpass-taiwan-s-a-win-for-us-push?utm_campaign=%5BREBRAND%5D+%5BTI-AM%5D+Th&utm_content=1095&utm_medium=email&utm_source=cio&utm_term=124&embedded-checkout=true

Taiwan Semiconductor Manufacturing Co. has achieved early production yields at its first plant in Arizona that surpass similar factories back home, a significant breakthrough for a US expansion project initially dogged by delays and worker strife.

TSMC’s Arizona Chip Production Yields Surpass Taiwan’s in Win for US Push

Tasia

https://the.select/posts/today-i-learned---asml-holding-nv-the-dutch-maker-o-ywnyozw

ASML and TSMC Can Disable Chip Machines If China Invades Tai...

Today I Learned - ASML Holding NV, the Dutch maker...

Sam Mendoza

https://www.wsj.com/finance/investing/as-silicon-valley-pivots-to-patriotic-capital-china-ties-linger-7030bf93?utm_campaign=article_email&utm_content=article-12812&utm_medium=email&utm_source=sg

Investors with connections to China are backing startups developing tech that the U.S. wants to counter Beijing.

As Silicon Valley Pivots to Patriotic Capital, China Ties Linger

Jerome Cody

The United States will triple its domestic chip manufacturing capacity by 2032, the largest increase in the world, according to a report from the Semiconductor Industry Association -

https://www.nytimes.com/2024/05/08/us/politics/chips-grants-fuel-industry-growth.html?unlocked_article_code=1.qU0.ipaT.o9505upStjFg&smid=url-share&utm_source=substack&utm_medium=email

The United States will triple its domestic chip manufacturing capacity by 2032, the largest increase in the world, according to a report from the Semiconductor Industry Association -  https://www.nytimes.com/2024/05/08/us/politics/chips-grants-fuel-industry-growth.html?unlocked_article_code=1.qU0.ipaT.o9505upStjFg&smid=url-share&utm_source=substack&utm_medium=email

The United States will triple its domestic chip manufacturing capacity by 2032, the largest increase in the world, according to a report from the Semiconductor Industry Association.

Billions in Chips Grants Are Expected to Fuel Industry Growth, Report Finds

Bobby

Mexico's manufacturing sector is surging amid U.S. supply chains' move away from China, with nearshoring gaining traction by relocating production facilities closer to domestic markets. The U.S.-Mexico-Canada (USMCA) agreement further bolsters Mexico's appeal for manufacturing, though worries persist about Chinese goods potentially entering the U.S. via Mexico to circumvent tariffs.

In 2023, Mexico became the leading exporter to the U.S., with manufacturing accounting for 40% of its economy.
Mexico's automobile exports to the U.S. are on the rise, with nearly every American carmaker depending on Mexican components.
U.S. imports from Mexico rose steadily, while Chinese exports to the U.S. experienced a 20% decline in 2023.
Based on an analysis of Container Trade Statistics by Xeneta, shipping container exports from China to Mexico surged by almost 60% in January compared to the previous year.
Both President Joe Biden and former President Donald Trump prioritize expanding domestic manufacturing but employ contrasting strategies.

https://edition.cnn.com/2024/04/28/business/us-china-mexico-manufacturing-nearshoring-hnk-intl/index.html

Mexico's manufacturing sector is surging amid U.S. supply chains' move away from China, with nearshoring gaining traction by relocating production facilities closer to domestic markets. The U.S.-Mexico-Canada (USMCA) agreement further bolsters Mexico's appeal for manufacturing, though worries persist about Chinese goods potentially entering the U.S. via Mexico to circumvent tariffs.  In 2023, Mexico became the leading exporter to the U.S., with manufacturing accounting for 40% of its economy. Mexico's automobile exports to the U.S. are on the rise, with nearly every American carmaker depending on Mexican components. U.S. imports from Mexico rose steadily, while Chinese exports to the U.S. experienced a 20% decline in 2023. Based on an analysis of Container Trade Statistics by Xeneta, shipping container exports from China to Mexico surged by almost 60% in January compared to the previous year. Both President Joe Biden and former President Donald Trump prioritize expanding domestic manufacturing but employ contrasting strategies.  https://edition.cnn.com/2024/04/28/business/us-china-mexico-manufacturing-nearshoring-hnk-intl/index.html

The US drive to disengage from the Chinese economy is helping Mexico’s manufacturing sector. Ironically, it could be helping China.

Chris Nheu

A group of likeminded people in The Most Important Thing are talking about this.