Comment by UltraSane

4 days ago

Europe really dropped the ball on semiconductor manufacturing.

That narrative doesn't make sense, making Taiwanese build and run a factory in USA is not much different than an oil rich Arab country luring a western institution opening a campus in their desert. Its good to have but it doesn't make you a superconductor superpower.

To be fair, the USA does have many of the key companies and technologies that make these ICs possible in first place so it's not exactly like that but in the case of TSMC it kind of is.

Says the US who can't manufacture anything modern unless they urge a Taiwanese manufacturer using European lithography machines to make chips. Let's please not do this senseless patriotism that so en vogue in the US right now.

  • The United States possessed approximately 12% of the world's global chip manufacturing capacity as of 2021. This is a notably lower percentage of global capacity than the US enjoyed just a few decades previously (37% in 1990, for instance), before countries such as Taiwan and China ramped up their semiconductor production capabilities. Despite this decline, the semiconductor industry remains quite lucrative in the US. According to the Semiconductor Industry Association (SIA), semiconductors exports added $62 billion (USD) to the US economy in 2021, more than any product other than refined oil, aircraft, crude oil, and natural gas. Many of these imported chips return to the US in the form of finished consumer electronics.

    Although the US held just 12% of the world's total semiconductor manufacturing capacity in 2021, US-based companies held approximately 46.3 percent of the total semiconductor market share. This seeming discrepancy can be explained by both the dollar value of imported US semiconductors, outlined above, and the fact that many US-based companies own and operate semiconductor fabrication plants in other countries, such as Japan. In such cases, the manufacturing capacity is added to that country's capacity rather than the capacity of the US, but the profits typically count as part of the US economy.

They are the critical only manufacturer/supplier of EUV machines.

Would not have been competitive due to labor costs. Also the chemicals used in manufacturing are quite toxic.