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Non-Tech : Kirk's Market Thoughts
COHR 154.52-3.0%Nov 7 9:30 AM EST

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Lee Lichterman III
To: Lee Lichterman III who wrote (9801)5/15/2020 10:32:43 AM
From: Kirk ©1 Recommendation   of 26439
 
"Only" $12B for the new TSMC plant in Arizona slated to begin in 2021. It appears to balance the production they do in mainland China.

reuters.com

(Reuters) - Taiwan Semiconductor Manufacturing Co Ltd (2330.TW), the biggest contract chipmaker, said it plans to build a $12 billion factory in Arizona in an apparent win for the Trump administration’s efforts to wrestle global tech supply chains back from China.
...

The plant, the biggest foreign investment by TSMC, will produce the most sophisticated 5 nanometer chips, which can be used in high-end defense and communications devices.

TSMC manufactures the bulk of its chips in Taiwan and has older chip facilities in China and Washington state.

...
TSMC said that construction of the Arizona facility would begin in 2021 with production targeted to begin in 2024, and that it would be able to process up to 20,000 silicon wafers per month. Each wafer can contain thousands of individual chips. The investment will be made from 2021 to 2029.
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