The Peter Zeihan Podcast Series TSMC's Semiconductor Production in the USA || Peter Zeihan
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Dec 9, 2024 The discussion delves into TSMC's exciting plans for semiconductor production in the U.S., detailing construction timelines and hurdles in the industry. Listeners learn about the transition to advanced manufacturing methods and how these innovations could enhance production efficiency. The conversation reveals the significant impacts TSMC's developments could have on the future of semiconductor technology, making it a hot topic for tech enthusiasts.
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TSMC Chip Production in the US
- TSMC is establishing chipmaking facilities in the United States, but it's progressing slower than expected.
- The first facility is operational, but it's producing 4-nanometer chips, not the cutting-edge technology desired.
Higher Chip Recovery Rate in Arizona
- TSMC's new Arizona facility boasts a higher chip recovery rate (94%) than other locations, exceeding their typical 90%.
- This reduces production costs, which is beneficial due to higher US labor costs.
Automation and Labor Costs
- Chip production is highly automated, using EUV lithography.
- This reduces the impact of higher US labor costs compared to older technologies.