It's known that Apple ( and Qualcomm as well) attempted to convince TSMC to give them all of their production, but that TSMC refused. It's also known that Apple does deals with their manufacturers where they give them very large loans in the form of outright purchasing of machinery, financing for the building of manufactures, training of workers, etc.
I wouldn't be surprised if this move was inspired by Apple, and is even being partly financed by them. If any company can afford that, Apple can. It's said that a new 22nm plant can cost $8 billion. Even Intel is having problems coming up with that cash by themselves. But that's less than a quarter's cash flow for Apple.
This could be a very interesting development.
This is a little off topic, so let me say My family has more than 100 year history living in New York. We know New York economy is not good and are happy at the current efforts.
That said, not sure what metric is being looked at to say NY is better than California, but here is a good one...total state debt. California is horrible, 2x the #2 state, which not coincidentally is NY. So, yes, NY is better than California, but its still worse than all other states in the country. Check the link.
But unlike California, NY wants to spend their way out of debt by encouraging certain big business...like semiconductor. Bill Owens didn't visit TSMC to tell them that NY have a lot of talented workers, he visited to give Morris Chang a gift of land and tax breaks to build a fab.
Another reason to keep fab away from California is environment regulation, it's just harder to have a modern big fab in California, the air regulations just don't allow it. That's one of many resson why there aren't any modern fans in California.
What I'm interested in is opinion if there are any other logical candidate except TSMC for this site selection...I say not samsung, intel, global foundries, or UMC.
Yes -- especially compared to California. I don't think there is any way a company would consider a fab in Calif. right now.
The author doesn't mention it, but geographical diversity would help TSMC -- ensure stable production.
Because the cluster methodology will work out really well in the event of a large seismic event in Thailand... it is only a matter of time before TSMC's customers demand some protection from that type of disruption. Plus as you mention, many customers in the US may be pushing TSMC to do it and not just Apple, don't forget qualcomm.
I believe it is just rumor and will not be true because it conflicts TSMC's cluster manufacturing concept which has worked for a decade. If being true, it only would be Apple urged and co-worked with TSMC to build Fabs in the United States. Location would be near Wafer Tech in Washington State. NY, Texas are not good choice.