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Ogemaniac
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Manager
re: London Calling: TSMC next for New York fab?
Ogemaniac   12/20/2012 11:45:39 PM
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It is obvious where the fab is going to wind up: it will be stuck very tightly to whichever local government puts forth the biggest and juiciest taxpayer's-hard-earned-money-filled teats. There was a wonderful article in the NYT a few weeks back about how local and state governments blow $80 billion a year poaching jobs from one another in this stupid, zero-sum manner. The solution is obviously a federal issue, so you can be sure nothing will get done because one party clearly has no incentive to stop this garbage.

conneally
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re: London Calling: TSMC next for New York fab?
conneally   11/30/2012 6:31:44 PM
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Why not Apple? Can Samsung keep up with production demands for Apple? Could GloFo keep up production demands? Is TSMC and Samsung providing the technology yields necessary to compete? So...highly doubtful Intel would go the NY fab route with the current investment in AZ and OR. What product is driving the industry that needs lower node size technology and higher production capability?

Mi302
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re: London Calling: TSMC next for New York fab?
Mi302   11/26/2012 1:04:13 AM
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Advantages: - They can poach talent from IBM and GE - Foreign Investor tax break - Whatever deals they make with New York State and the US government. RPI is close by too! Disadvantages: - New York State - New York State and most of all - New York State

Stanley_
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re: London Calling: TSMC next for New York fab?
Stanley_   11/25/2012 10:54:12 PM
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TSMC doesn't have any benefit having fab in NY. They don't develop technology in IBM camp, so they have to transfer technology from Taiwan, which is not efficient. In addition, Taiwan and China have more flexible and cheaper workforce. Apple asking is non-sense, as Apple and Samsung are simply one negotiation away from getting deal done. Too risky for TSMC to build a fab in NY just for one particular customer.. Maybe joint venture (i.e., different legal entity) with one of larger customers (Apple or Qualcomm) to build a dedicated fab in US may make more sense.

resistion
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CEO
re: London Calling: TSMC next for New York fab?
resistion   11/25/2012 4:53:39 AM
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Well now that Intel 14 nm finfet is supposedly unexpectedly delayed, who wants to dive in now.

Kresearch
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Rookie
re: London Calling: TSMC next for New York fab?
Kresearch   11/25/2012 1:59:33 AM
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Proprietary Manufacturing Technology protection and transfer cost are another to be considered also.

resistion
User Rank
CEO
re: London Calling: TSMC next for New York fab?
resistion   11/25/2012 1:22:01 AM
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Besides the actual building cost, there is also the operating/maintaining cost. Samsung and TSMC already have US locations for comparison, why add a different US location? NY one-time subsidy doesn't make up for subsequent operation/resource costs of 10 nm fab, which are very location-dependent.

resistion
User Rank
CEO
re: London Calling: TSMC next for New York fab?
resistion   11/25/2012 12:44:57 AM
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I think NY would have courted Samsung besides TSMC. But for either case, a US location needs to be justified. It's always cheaper to build at existing locations.

Kresearch
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Rookie
re: London Calling: TSMC next for New York fab?
Kresearch   11/24/2012 11:02:07 PM
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It sounds good. There are SUNY Albany, U Syracuse, Rensselaer and others also. But why Intel and Samsung do not build new fabs in NY State? This would be a tricky question.

melgross
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Rookie
re: London Calling: TSMC next for New York fab?
melgross   11/24/2012 4:37:59 PM
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New York is actually a very good choice. There is excellent transportation, and facilities. A highly educated workforce (believe it or not), and a history of technology, with RIT being one of the most highly regarded institutions in the area. The U of Buffalo Is well respected in technology. The fact that so many other high tech firms have located here is evidence of its compatibility.

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