[HN Gopher] TSMC, Intel and other top chipmakers slow Japan, Mal...
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TSMC, Intel and other top chipmakers slow Japan, Malaysia
expansions
Author : pdyc
Score : 30 points
Date : 2025-03-29 17:54 UTC (5 hours ago)
(HTM) web link (asia.nikkei.com)
(TXT) w3m dump (asia.nikkei.com)
| Animats wrote:
| > lackluster demand for older chips and tariff uncertainties ...
| numerous chip suppliers shift their investment strategies to
| "wait and see" mode.
|
| That's coming up in other investment areas. The Wall Street
| Journal has been screaming about this for weeks. Nobody can
| figure out where to build capital-intensive projects because the
| rules change every few days.
| betaby wrote:
| I would imagine rules are not changing every day in Japan, yet
| still there are investments slowdown.
| lovich wrote:
| These companies do business with the US and the US is
| threatening anyone who doesn't do as they're told, including
| how they act outside the US. The rules very much are changing
| everyday for everybody
| numpad0 wrote:
| It's just not safe to make moves while a chart this absurd
| and detached[1] is trying to synchronize with the reality
|
| 1: https://upload.wikimedia.org/wikipedia/en/timeline/cyd4lm8
| 5h...
| pjc50 wrote:
| What is that chart of? Not labeled on the vertical axis
| other than $. $ of what?
| icegreentea2 wrote:
| It's nominal GDP:
|
| https://en.wikipedia.org/wiki/List_of_countries_by_GDP_(n
| omi...
|
| I'm not really sure exactly what point the OP was trying
| to make.
| 9283409232 wrote:
| Trump thinks that this will cause people to determine that only
| the US is where they should build but it doesn't work like
| that. You still need supply chains with other countries even if
| you want to domesticate production. Political unrest is also
| bad for business. My head of R&D being snatched up by the FBI
| or ICE because they said mean things about Elon Musk is bad for
| my company. Everything going on right now is just telling
| companies to sit on a pile of cash and wait it out.
| mjevans wrote:
| https://archive.is/Cxbkp
| mjevans wrote:
| One of the areas I'd really hoped the US semiconductor investment
| act passed a few years ago would focus on are the 'jelly bean'
| chips / components.
|
| By this point those need to be bog standard, RELIABLE TO SOURCE,
| commodity components. Like screws, staples, washers and semi-
| processed materials like rock-board, rolls or spools of metal /
| thread / cloth etc.
|
| There should be more than one manufacturer, and geographic
| diversity within a country and among allies to mitigate risk
| factors like natural disasters and (may we never have to worry
| about it) attacks by enemies.
|
| It's not just the shiny new leading edge and RnD; the full stack
| needs to be robust and provide competition to keep everything
| healthy. That's what a regulated market should offer, value from
| existing players, and when that fails either helping new entrants
| compete and see success in the market, or standing up a new
| government business to sell off (recoup investments, though I'd
| prefer it took profits and _all profits_ were deducted from the
| citizen tax base) after it's established.
| icegreentea2 wrote:
| The CHIPS act did include specific funding for mature (>= 28nm)
| nodes. It definitely wasn't the bulk of the funding but it was
| there.
|
| Initial estimates were that about a quarter of funding would go
| to supporting legacy/mature nodes, and at least 2 billion (of
| the initial 39 billion) was directly earmarked for
| legacy/mature nodes.
|
| https://www.congress.gov/crs-product/R47523
| mjevans wrote:
| I don't offhand recall that being news headlines; but that
| might just be the bias of news reporting / filtering.
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(page generated 2025-03-29 23:01 UTC)