TSMC Arizona Fab: What Its Low Margins Really Tell Us
Why the TSMC Arizona fab shows much lower margins than Taiwan—and how geopolitics, work culture, and hidden costs explain the real economics of U.S. semiconductor manufacturing.
Why the TSMC Arizona fab shows much lower margins than Taiwan—and how geopolitics, work culture, and hidden costs explain the real economics of U.S. semiconductor manufacturing.
The TSMC-Intel 2nm controversy is raising national-security concerns and revealing how the U.S.–Taiwan semiconductor power balance is shifting as America rebuilds its chip supply chain.
First Encounter: A Colossal Technological Giant During the recent Lunar New Year holiday, I took a detour to Houjin in Kaohsiung and made a special stop at the under-construction TSMC Kaohsiung Fab 22. Standing in front of this massive, ultra-modern building complex, I truly felt how small I was in comparison. The overwhelming scale and…