Trump to impose 25% to 100% tariffs on Taiwan-made chips, impacting TSMC
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T [email protected] shared this topic
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Oh man, Trump...I had this thing I wanted to give you...where did I put it...oh yeah...
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In the end, only the customer pays extras.
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Trumpets cannot comprehend this
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Taiwan are very clear about this; they (correctly) consider their monopoly on high end chip manufacturing to be an urgent matter of national defence and it is of the highest priority to them to keep it solely within Taiwan. They will never allow their best processes to be exported.
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The US could probably do it... With hundreds of billions of government incentives to rapidly stand up the entire supply chain... Which would still take at least a decade. The machines that TSMC uses are made by ASML and themselves have a global supply chain of over 500 separate companies and are backordered for several years due to their inherent value.
In short, no.
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Is that Roman salute?
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It's already fabbing chips
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They have a chip fabrication factory in Arizona in the US.
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But it cannot produce the higher end chips. That was very specifically part of the agreement. They're only willing to fab low end product outside of Taiwan.
I was being very specific when I said "their best processes."
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Looks like an American salute to me.
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Intel has been trying to get itself into that position for years, with huge amounts of public money being pumped in, and it is struggling so badly the company lost patience and fired the CEO who had the best chance of getting this done. As others have said, it doesn't look like TSMC is about to let its US fabs do the most advanced stuff even if they could.
So this move will just make the best technology less accessible to the USA and tech products more expensive for Americans, for the foreseeable future.
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He emphasized that the proposed tariffs would leave companies with no choice but to invest in domestic production facilities to avoid high taxes.
No choice except the obvious: Pass the cost of the Tax into the customer because there’s no way they’re going to spend billions to stand up a US fab plant anytime soon.
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People downvoting you can’t do a quick search:
TSMC is absolutely up and running already in the US.
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So, US is finally getting EU hardware prices
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From what I understand one of the things that is protecting Taiwan from China is their fabs. They will fight for their lives to make sure they are protected by this.
As someone with family over in Taiwan, I really want them to be okay. Things are getting depressing globally.
