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The secretive US factory that lays bare the contradiction in America First plan

a year ago
  • #geopolitics
  • #technology
  • #semiconductors
  • TSMC's Arizona factory, Fab 21, is set to produce the world's most advanced semiconductors, marking a significant shift from Taiwan to the US.
  • The facility is highly secure, protecting critical intellectual property and complex manufacturing processes.
  • TSMC manufactures 90% of the world's advanced semiconductors, including chips for Apple, Nvidia, and other major tech companies.
  • President Trump views TSMC's US expansion as a success of his America First policy, attributing it to tariff threats.
  • The factory represents a geopolitical and economic battleground, with the US aiming to reduce reliance on Taiwan and counter China's influence.
  • The manufacturing process involves extreme precision, with clean environments and advanced technology to produce nanometre-scale chips.
  • TSMC's success is rooted in its ability to miniaturize chip features, enabling advancements in smartphones and AI.
  • The global semiconductor supply chain is complex, involving materials and machines from multiple countries, making tariffs a contentious issue.
  • Both Biden and Trump administrations have implemented policies to limit China's access to cutting-edge semiconductor technology.
  • Taiwan's President Lai advocates for 'non-Red' supply chains to counter China, while Chinese technologists develop indigenous solutions.