East Coast fabs are not built on faults, have better access to Europe and banking as well as key universities, and Sematech, and have four seasons and lots of water and natural gas.
And they are in the USA which is IP-protection friendly. Global techies will work anywhere, but US is preferred for raising kids I am told by many. Just sit back and watch what happens.
Asia and India are growing very fast, so they can make things for them own consumption in their own country, and still support US fabs and assembly/test operations for US-made systems, for US consumption. Just slowly growth here.
Long supply chains have been less then perfect.
So as automation improves, making things locally for local consumption is obvious solution. And New York State to North Carolina has many bright people and educational systems, and inland its very stable compared to Bay Area or Washington with its potential Richter Nine coming some day.
Hi Stargazer801, I could be wrong, but the Wafertech facility in Camas Wa is a very old, outdated factory they acquired. I'd speculate one would want to build a bleeding edge factory in a location which already hosted bleeding edge facilities, to harvest local talent already skilled on the latest tools / equipment / processes.
I find it odd that TSMC would consider NY or OR locations when they already have an existing facility with room for a large expansion close to Silicon Forest at their WaferTech facility in Camas, WA. With the real estate, utilities, and personnel already in place or readily available why go any where else?
There are more than 10 times more fab outside US as inside US.
It must be a joke to suggest US has best semiconductor engineering programs and that somehow now Toshiba, Samsung, UMC, TSMC and others depend on US for engineering talent.
It is US struggling to revive their industry and recruit engineers from outside US.
If TSMC wants to expand, they will have to get out of Taiwan and hire talent around the world to stay competitive in Long run.
There is lot of talent in USA,still has world's best Research Universities,
I bet that lot of TSMC's top engineer & scientists study in US.
Way back in the horse and buggy days, the US had tens of thousands of excellent fab operators, technicians and engineers. The last 20 years has seen that expert talent pool dwindling as fabrication has gone to other countries. It would be excellent to see that revived and with it the mentoring that goes on from senior to junior people, creating the next generation of technical experts. I'll believe it when it happens, but it's nice to hear it being discussed.
Morris Chang says " "The U.S. is one of the places under consideration. But this has nothing to do with Apple," Could be true. The principal reason for this ex TI Engr to bring back Fabs / Foundries to the US could be that TSMC needs to tap into expertise in the US on new transistors like FinFETs and to hire people who wold not like to move to Taiwan. The rumor mill has it that TSMC is onsidering locations in both NY and Oregon. Intel process development is done in Hillsboro Oregon. IBM is still a force to reckon with and still has a lot of good people in NY.