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SVTPerformance's Chain of Restaurants
Road Side Pub
Frying Pan Into the Fire -- Chip Shortage
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<blockquote data-quote="Weather Man" data-source="post: 16620408" data-attributes="member: 137766"><p><a href="https://seekingalpha.com/news/3696531-tsmc-could-add-tens-of-billions-of-dollars-to-us-chip-investment-reuters" target="_blank">TSMC could add 'tens of billions of dollars' to US chip investment - Reuters</a></p><ul> <li data-xf-list-type="ul">Foundry giant Taiwan Semiconductor Manufacturing Co (NYSE:<a href="https://seekingalpha.com/symbol/TSM" target="_blank">TSM</a>) could increase investments in its planned U.S. chip facility by "tens of billions of dollars" to allow for the production of more advanced chips.</li> <li data-xf-list-type="ul"><a href="https://www.reuters.com/technology/exclusive-tsmc-looks-double-down-us-chip-factories-talks-europe-falter-2021-05-14/?taid=609e5e1423a3a60001d09102&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter" target="_blank">Reuters sources</a> previously said the Arizona fab could be one of six facilities that TSMC builds at the location over the next 10-15 years. Sources now say TSMC execs could decide to focus the second plant on the more advanced 3nm chip technology. The first fab will focus on the older 5nm process.</li> <li data-xf-list-type="ul">The 3nm plant could reportedly cost $23-25B.</li> <li data-xf-list-type="ul">Future plans for the Arizona site could include the production of 2nm and smaller chips.</li> <li data-xf-list-type="ul">TSM shares are up 1.4% pre-market.</li> <li data-xf-list-type="ul">Yesterday, TSMC rival Samsung increased its logic chip investment to <a href="https://seekingalpha.com/news/3695766-samsung-raises-logic-chip-investment-to-151b-teams-with-hyundai-on-auto-chips" target="_blank">$151B through 2030.</a></li> <li data-xf-list-type="ul">Earlier this week, research firm Gartner predicted that the global chip shortage will<a href="https://seekingalpha.com/news/3695355-global-chip-shortage-will-last-until-q2-2022-says-gartner" target="_blank"> last until Q2 2022.</a></li> </ul></blockquote><p></p>
[QUOTE="Weather Man, post: 16620408, member: 137766"] [URL='https://seekingalpha.com/news/3696531-tsmc-could-add-tens-of-billions-of-dollars-to-us-chip-investment-reuters']TSMC could add 'tens of billions of dollars' to US chip investment - Reuters[/URL] [LIST] [*]Foundry giant Taiwan Semiconductor Manufacturing Co (NYSE:[URL='https://seekingalpha.com/symbol/TSM']TSM[/URL]) could increase investments in its planned U.S. chip facility by "tens of billions of dollars" to allow for the production of more advanced chips. [*][URL='https://www.reuters.com/technology/exclusive-tsmc-looks-double-down-us-chip-factories-talks-europe-falter-2021-05-14/?taid=609e5e1423a3a60001d09102&utm_campaign=trueAnthem:+Trending+Content&utm_medium=trueAnthem&utm_source=twitter']Reuters sources[/URL] previously said the Arizona fab could be one of six facilities that TSMC builds at the location over the next 10-15 years. Sources now say TSMC execs could decide to focus the second plant on the more advanced 3nm chip technology. The first fab will focus on the older 5nm process. [*]The 3nm plant could reportedly cost $23-25B. [*]Future plans for the Arizona site could include the production of 2nm and smaller chips. [*]TSM shares are up 1.4% pre-market. [*]Yesterday, TSMC rival Samsung increased its logic chip investment to [URL='https://seekingalpha.com/news/3695766-samsung-raises-logic-chip-investment-to-151b-teams-with-hyundai-on-auto-chips']$151B through 2030.[/URL] [*]Earlier this week, research firm Gartner predicted that the global chip shortage will[URL='https://seekingalpha.com/news/3695355-global-chip-shortage-will-last-until-q2-2022-says-gartner'] last until Q2 2022.[/URL] [/LIST] [/QUOTE]
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Frying Pan Into the Fire -- Chip Shortage
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