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TSMC Wins $6.6 Billion US Subsidy for Arizona Chip Production (reuters.com) 85

The U.S. Commerce Department said on Monday it would award Taiwan Semiconductor Manufacturing Co's unit a $6.6 billion subsidy for advanced semiconductor production in Phoenix, Arizona and up to $5 billion in low-cost government loans. From a report: TSMC agreed to expand its planned investment by $25 billion to $65 billion and to add a third Arizona fab by 2030, Commerce said in announcing the preliminary award. The Taiwanese company will produce the world's most advanced 2 nanometer technology at its second Arizona fab expected to begin production in 2028, the department said.

"These are the chips that underpin all artificial intelligence, and they are the chips that are necessary components for the technologies that we need to underpin our economy, but frankly, a 21st century military and national security apparatus," Commerce Secretary Gina Raimondo said in a statement. TSMC, the world's largest contract chipmaker and a major supplier to Apple and Nvidia had previously announced plans to invest $40 billion in Arizona. TSMC expects to begin high-volume production in its first U.S. fab there by the first half of 2025, Commerce said. The $65 billion-plus investment by TSMC is the largest foreign direct investment in a completely new project in U.S. history, the department said.

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TSMC Wins $6.6 Billion US Subsidy for Arizona Chip Production

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  • How long... (Score:3, Interesting)

    by Halueth ( 776646 ) on Monday April 08, 2024 @06:08AM (#64377746)
    ...until they figure out that you also need skilled employees to operate the plant. I'm wondering if they can pull that one off.
    • Re:How long... (Score:5, Interesting)

      by VeryFluffyBunny ( 5037285 ) on Monday April 08, 2024 @08:27AM (#64377952)
      All the Taiwanese people I've worked with, which is admittedly only a handful, have been remarkably capable, forward-thinking, & adaptable. Among the best colleagues. I can't say that of most of the people from the USA I've had to work with.

      I dunno, maybe they can import workers from around their region?
    • Re:How long... (Score:4, Interesting)

      by cusco ( 717999 ) <`moc.liamg' `ta' `ybxib.nairb'> on Monday April 08, 2024 @08:59AM (#64378016)

      They'll suck up the subsidies for all they're worth, inflate their stock price a bit, and then once the publicity has died down abandon the vast majority of the project. For a recent model just look at the Foxconn "project" in Wisconsin.

      • They'll suck up the subsidies for all they're worth, inflate their stock price a bit, and then once the publicity has died down abandon the vast majority of the project. For a recent model just look at the Foxconn "project" in Wisconsin.

        This is pretty much what I'm expecting from all the chip fab hand-outs going on right now with the US government shoveling money at tech companies as fast as they can. in order to spin up fabs in country. They'll never actually be built, and even if they get a building up, they'll never be brought to full operation. This is money that will literally just disappear into corporate coffers and eventually end up in executive bonuses. Why we tolerate it, again and again, and again, is beyond me, but our governme

        • by cusco ( 717999 )

          Unfortunately most people have the memory of goldfish, so they get to carry out these scams over and over. Just like every other year there's an "expose" that the gov't is buying location and browsing data from the telecoms that they're otherwise prohibited from collecting, going back at least until 2003. They will do it again the next election cycle, and the thundering herds will be convinced that this is something new again.

      • by kenh ( 9056 )

        Payments are made when milestones are met.

        Your Wisconsin Foxconn example:

        The tax credits went down from $2.85 billion to $80 million.

        The job goal number is also down from 13,000 statewide to 1,454.

        The capital investment has also gone down from $10 billion to $672.8 million.

        But the tax credits are still performance based. In order for Foxconn to receive tax credits it must meet certain hiring and capital investment measures.

        Link: https://www.jsonline.com/story... [jsonline.com]

        But what we're talking about here is the US taxpayer HANDING TSMC $6 billion free and clear, once they build the facility.

        Intel planned on a $100 BN buildout of chip fans, then Biden admin gave them $10 BN, they decided to increase their project to, you guessed it, $100 BN. The only thing that happened is Intel gets free money to do what they were already going to do.

        Chip Fabs are the easiest proj

    • I've heard horror stories from guys sent to 'those' states trying to set up factories where the labour is so cheap. The problem is, that same labour is also uneducated and unmotivated, because there is always another factory looking for cheap labour.

      • I've heard horror stories from guys sent to 'those' states trying to set up factories where the labour is so cheap.

        Not sure what you mean by "'those' states. Phoenix is pretty much a high-tech hub.

        The problem is, that same labour is also uneducated and unmotivated, because there is always another factory looking for cheap labour.

        You seem to be confusing Phoenix with Missisippi. They're at similar latitudes, so I guess they're easy to confuse. Hint: Arizona is hot and dry, Missisippi is hot and wet.

    • ...until they figure out that you also need skilled employees to operate the plant. I'm wondering if they can pull that one off.

      There's a reason the tech industry in this country runs on H1-B work visas. It's difficult to find qualified candidates when their mathematics education came from an American public school.

    • ...until they figure out that you also need skilled employees to operate the plant.

      Phoenix is the old Motorola research and manufacturing facility, not to mention Arizona State. There should be lot of semiconductor expertise there.

    • ...until they figure out that you also need skilled employees to operate the plant. I'm wondering if they can pull that one off.

      If you would have used the subject line appropriately, the quote would have looked better...

      But to address your fractured thought process, they will just get H1B visas for people who went to quality schools. There is no need for Americans anymore. We, Americans, have been thoroughly sold out. I wonder what country the leadership will move to after America collapses from their shenanigans?

  • 2 nanometer? Dang!

  • by NotAMarshallow ( 9040905 ) on Monday April 08, 2024 @07:05AM (#64377820)
    Why is everyone wanting to build in states that are not known for major water sources building facilities that require a massive amount of water to function? I only see major news articles in the future about water usage as shortages increase even more so than they are today. What am I missing?
    • by Tx ( 96709 ) on Monday April 08, 2024 @07:17AM (#64377826) Journal

      Because it's not an issue? Intel say they will be recycling basically 100% of the water they use at their Arizona sites by the end of the decade, there's no reason TSMC can't do the same.

      • Re: (Score:3, Insightful)

        by haruchai ( 17472 )

        " Intel say they will be recycling basically 100% of the water they use at their Arizona sites by the end of the decade"
        how much have they been recycling up to now?

        • by Osgeld ( 1900440 )

          jack shit

        • how much have they been recycling up to now?

          You do have access to the world's information at your fingertips, but don't let that stop you from asking what you could easily know. From https://www.intel.com/content/... [intel.com]

          This has enabled the Arizona site to return and restore more than 100% of its Arizona freshwater use to the community and local watersheds, achieving net positive water in 2021 and 2022.

      • Intel say they will be recycling basically 100% of the water they use at their Arizona sites by the end of the decade

        LOL, yeah, just like we will all be driving electric vehicles by the end of the decade or carbon capture will be improved by the end of the decade or ... fuck it. There are billions of "promises" that were told to us to alter our perception. I am kind of surprised there are still people buying that bullshit. But you do you. Maintain your belief in the integrity of the process. To do otherwise is to lose hope. (but we can all see the integrity is completely gone)

    • by cusco ( 717999 ) <`moc.liamg' `ta' `ybxib.nairb'> on Monday April 08, 2024 @09:01AM (#64378024)

      Because it's just a show for the voters and stockholders. This will proceed just the same as the Foxconn plant in Wisconsin, they'll make headlines, suck up all the subsidies they can, abandon the project, and then sell off the empty factory. Mission Accomplished!

    • Why is everyone wanting to build in states that are not known for major water sources building facilities that require a massive amount of water to function? I only see major news articles in the future about water usage as shortages increase even more so than they are today. What am I missing?

      I'm sure someone will spill technical reasons as if any of these plans are that far along, but because these fabs will never actually produce anything. Ever. They're publicity stunts meant to show the federal government that tossing billions at various companies is going to lead to something, even though they have decades of proof that tossing money at large, for-profit businesses with nothing but a vague expectation leads precisely nowhere but executive bonuses and stock buy-backs. Buh, bye, tax-dollars. H

    • Money says follow the tax breaks. The States offering tax breaks are not concerned with the needs of the plant, they are only concerned with money. Does that explain it?

  • by Hodr ( 219920 ) on Monday April 08, 2024 @09:06AM (#64378034) Homepage

    Does anyone know off hand of an example of these subsidy schemes ever working? All I see is "X billion given to foreign company Y for plant in US", and then a couple years later "foreign company Y is scaling back plans to open plant in US" and then a couple years later "foreign company Y no longer plans to open plant in US".

    • Re: (Score:2, Interesting)

      That's the usual path of these "schemes". It looks good politically, then nothing. Ask Va how Amazon is working out. There was supposed to be one of "these" plants in my state, money given years ago, and didn't even break ground. This IS a huge tax payer waste thanks for Pelosi/Biden.
      • Care to explain what a president (Biden) has to do with that?
        Or what/who a Pelosi is?

        • Pelosi is Nancy Pelosi.
          As to blaming Biden, he was elected slightly over 3 years ago so the chances of him being responsible for something which happened "years ago" are fairly remote. Given that little detail, the chances of Nancy Pelosi being materially involved are slightly higher if TheSlashdotHunter's state is California.

          • Build back better or .. oof..Inflation Reduction Act. Passed by Pelosi's congress, signed into law under Biden. But, you're right, the Va Amazon thing was local government fault, so that's a fair callout, since I seemed to imply they had something to do with that, they did not. The cough, Inflation Reduction Act has so much of this same kind of grift, like noone ever learns.
    • Farming subsidies work. There are loads of farmers who can only stay operating due to subsidies.

    • by edwdig ( 47888 )

      Pretty much every chip fab is built where they get the best subsidies. They easily cost over $10 billion to build and generate a ton of business for the area, so it's pretty easy to come to a deal that works for everyone involved.

      This particular fab is being built because the US is heavily reliant on chips from TSMC, and most of their fabs are currently located in China. The US really wanted local chip production in case anything bad happens in the China/Taiwan situation. China taking over Taiwan and cuttin

    • To be fair, the business receiving the "subsidy" probably didn't fully realize all of the strings that are attached and how they can be manipulated. As the manipulations begins, understanding increases and they realize it is ultimately a bad deal for them... so they exit.

      Everyone lies. Fully and completely. There are a few who do not lie, but their lives are infinitely more difficult because people are irrational. People can not handle the truth for some reason.

  • by Anonymous Coward

    Intel got 11B in low interest loans, ONTOP of a 8.5B grant.

  • by laffer1 ( 701823 ) <.luke. .at. .foolishgames.com.> on Monday April 08, 2024 @09:45AM (#64378118) Homepage Journal

    First, we've seen foreign investment scams before like the foxconn deal. Once washington doesn't care about this anymore, we'll be back to square one. Second, we also need a packaging plant built in the US or there's no point in this plant. If they have to ship chips outside of the country to be packaged, they are just wasting shipping time. That should have been a requirement for grants. Finally, it would have made more sense to put the money into Intel from a national security perspective. What if china invades taiwan in the future and we have no chip production?

    • Washington isn't doing this as a jobs program. They're doing it for national security.

    • First, we've seen foreign investment scams before like the foxconn deal.

      Better to reference the deal then speculate. What makes you think they can take the money and run? What makes you think the US government will waste resources if they run? I'm sure we do business with lots of foreign companies. Not all of them behave like Foxconn. (It's in their name, so I guess that's on us.)

      Finally, it would have made more sense to put the money into Intel from a national security perspective.

      Not if you wan

    • Consider the $6.5-B investment a "shot across the bow" to Chinese  military adventurism. Vis' foreign policy USA could have stacked those billion$ in a paper-pile on  Taiwan and dared Xi Ping to grab for it . Necessary, but whether the chip-plant is an ideal manufacturing venture is an entirely different question. 
    • by edwdig ( 47888 )

      What if china invades taiwan in the future and we have no chip production?

      That was the entire reason this grant happened. We wanted chips being produced locally. Intel has historically been great, but they fell way behind TSMC a while ago and only recently started to get back on track.

      You're right tho, having the finishing local would be better. I wonder if Intel would be able to handle that part of the process if it became necessary.

  • by Turkinolith ( 7180598 ) on Monday April 08, 2024 @10:27AM (#64378240)
    Don't chip plants like this need an abundant source of water? Arizona is a desert and getting hotter and dryer by the year... seems like they should have done this in a far wetter part of the country?
  • by smooth wombat ( 796938 ) on Monday April 08, 2024 @11:15AM (#64378374) Journal
    Can someone tell me where in the Constitution it says the U.S. government can invest in chip fabs? Apparently it doesn't have the right [slashdot.org] to do so for clean energy, but it does for this? The word 'invest' doesn't appear in Congress' enumerated powers.

    Or isn't this part of the reason we're $30 trillion in debt?
    • In this case there really is quite a good tie to national defense - both for ensuring supply, and guarding against trojan horses.
      • by hawk ( 1151 )

        Note, though, the two year limit to military appropriations.

        Then again, this doesn't apply to *naval* expenditures.

        [the Founding Fathers viewed a standing army as a threat, but not a standing navy].

        The *existence* of domestic capacity can reasonably be seen as necessary to either force (and can also be reasonably argued].

      • In this case there really is quite a good tie to national defense - both for ensuring supply, and guarding against trojan horses.

        So why not for green energy? Would seem stupid to rely on only one or two forms of energy to keep the country running. Why not spread it out to several different forms of energy production so there's no single point of failure (Texas excluded)?

        A steady supply of energy would definitely fall under national defense considering how much the military, and the country, relie
        • Certainly

          DoD characterized $3.1 billion of its budget request as "climate investment" in four categories: Installation Resiliency and Adaptation ($2 billion); Science and Technology ($807 million); Operational Energy and Buying Power ($247 million); and Contingency Preparedness ($28 million).

          https://climateandsecurity.org... [climateandsecurity.org]

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