Anton Shilov is a contributing writer at Tom\u2019s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-23/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
TechieTwo If they generated $514 million in profit the first year they can certainly pay for electricity generation systems and other needs instead of taxpayers paying. Reply
PEnns TechieTwo said: If they generated $514 million in profit the first year they can certainly pay for electricity generation systems and other needs instead of taxpayers paying. Well, they are not an AI company, I would trust them to do that. Reply
passivecool TechieTwo said: If they generated $514 million in profit the first year they can certainly pay for electricity generation systems and other needs instead of taxpayers paying. Why do the first posters never bother to read the article beforehand? TSMC had net revenue after taxes of USD 3.8 billion, running a profit margin of (an amazing) 45% So yes, they can afford to implement total fab AIO closed loop cooling and take care of their own energy needs. But they will only want to if they have to. It is a weird USA 'socialism' autoimmune condition that allows large corps to roll over the immense infrastructure costs onto the local consumers. If I were a world leader with all my fabs where china is drooling down my neck to take over the country in which i operate – I would also be interested in derisking and opening fabs in the main distribution markets. You can make energy anywhere. Okay creating the infrastructure to train people to become competent employees is a whole different story. To not break every TH rule I will omit any comment on the policies required to not shoot the transition in the knee. Both knees. And the head. Twice. Reply
hotaru251 Water access remains one of the most pressing issues for the project due to the dry and hot climate in Arizona. who could have foreseen this….oh wait EVERYONE… the entire region has water issues for decades. Heck iirc they expect it to be so bad unless something changes (and this was b4 ai and their water chugging selves took root) that it could be just a few decades before its uninhabitable due to lack of water. Reply
jabliese Just in case anyone important reads this, the Rust Belt has lots of water. And lots of potential employees. Reply
trica *Builds fab in a LITERAL DESERT. *Water issues. *"But, who could have PosSiBLy FOreSeEN such difficulties?" Anyone above room temperature IQ, that's who. Reply
ManDaddio Why can't they train people? Or sponsor programs at colleges to train people? There is no need to import people. Water can be piped in if the desire was there. Or recycling the water as done in many industries. And Arizona is a good place for a fab for many reasons. People should do research rather than listen to bad news or propaganda. Reply
Sulio They don't have labor shortages due to visa issues, they just refuse to hire Americans because we don't stand for the way they want to treat their employees. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/tsmc-allocates-usd20-billion-to-arizona-expansion-project-faces-water-and-labor-shortages-complicated-by-visa-rules#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.