TSMC's Arizona Plant and US Chip Ambitions

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TSMC has achieved early production yields at its first plant in Arizona that surpass similar factories back home, a significant breakthrough for a US expansion project initially dogged by delays and worker strife. Anja Manuel, executive director of the Aspen Strategy Group and former diplomat, joins Caroline Hyde and Ed Ludlow to discuss what that means for the US's chip manufacturing ambitions on "Bloomberg Technology."
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It's nice to see someone talk very concise and well spoken.

brianbill
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Bullish or bearish, AI stocks will still dominate 2025, even beyond. Why I prefer NVIDIA is that they are better placed to maintain long-term growth potential, and provide a platform for other AI companies. I know someone who has made more than 200% from NVIDIA. I'll also take these other recommendations you made.

AlilatTiamiyu
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Appreciate her answering the "A minus" grade question. Sure its simplistic but it is clear.

carsongbaker
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Good interview. Missing piece was Intel Fab.

ednan
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Hoping to hear some news on TSMC Arizona Plant. But nothing :(

matthew
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Cut the crap please. US Gov hasnt give a penny to TSMC. All talk no action. TSMC did it all with people and $$ from TW. If USG continue to eat its own word, chips made in US for sure would be more expensive.

ChnesRep中華民國OfTaiwan
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"strong export controls" "what about the fact that theyre not working?" "Yeah theyre not" ...?

michael.r.landon
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Don't stop investigating the Taiwan sales to China.

peterl
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What means national security? That means national insecurity in USA.

袁大陸
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The chip product cost of Arizona plant is significantly higher (2X?) than those TSMC fabs in Taiwan. We, the poor consumers, will have to foot the bill. It will be cheaper and easier by defending Taiwan from China’s aggressions.

alalfred
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There's NO WAY winnie (Xitler) is happy about this. I see a lot of broken honey jars tonight.

lil----lil
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The export controls are working Great, China is having enormous trouble making commercial grade chips with decent yields.

DaxVJacobson
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It likely doesn’t have anything to do with the Biden strategy of giving money, it was probably due to their customer demands to diversify the supply chain. Only a hand full of countries can supply the needed engineers to operate a plant, of our customers are here, then why not build here to better accommodate them?

tradelearning
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1. The lady doesn't understand china well enough.

中央山脈-ci
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I BELIEVE Taiwan will help USA great again🎉🎉🎉

jjrrlovesreading
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sd Same than the previous woman; she has no idea what she is talking about... the most advanced chips humans can build is because I promoted something for free... NO COMPANY IS LEADING... They may sell something but no company is leading....

luis-lffs
welcome to shbcf.ru