Why TSMC is dominating in the semi space

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Why TSMC is dominating in the semi space

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CNBC Television

Күн бұрын

CNBC’s Seema Mody and Wedbush’s Matt Bryson join ‘Power Lunch’ to discuss pressure on semiconductor stocks.

Пікірлер: 36

@Youcanatme Ай бұрын

This drop is insane

@mingdianli7802 Ай бұрын

Why?

@twang9831 Ай бұрын

TSMC is focusing on Customer success like Apple, Nvdia, Qualcomm etc for many years. All these big names create way higher paying jobs to American. I don’t see why US so obsessed with making chips in the US unless the National Defense issue.

@All-gp3tt Ай бұрын

US labor costs too expensive to compete

@far1762 Ай бұрын

Nu, dar, are, multe, avantaje, bune

@EthelbertCoyote Ай бұрын

Usually yes, and it's lacking in trained people for such jobs but, In this case it is that Taiwan has a 20 year lead in all the supporting industries on the same island. They have everything they need in a small area. The problem is they are running out of island and more importantly water for making chips. Water is an incredibly important resource in today's chip-making from every step. The chips act will fail if we don't bring out mining and chemical plants up to chip making standards.

@ryen49 Ай бұрын

translation, we want to under pay workers.

@All-gp3tt Ай бұрын

@@ryen49 with $20USD/hr plus benefits, you can't compete with Indian/singapore/vietname and Indonesia. Their currency is too low

@femjojo8641 Ай бұрын

Not at all, US government allocated resources on other more important fields like military,weapons,aircraft,space , medical , biological research and development. So other countries can share their work to make human life better.

@jasonchen-alienroid Ай бұрын

The issue is... US talents won't work like this much, with dedication. The talents might as well work in different industry. Japan started co-op with TSMC later the the AZ plants, and Japan fab is already operational.

@far1762 Ай бұрын

Contează, produsu, bun

@Wobbothe3rd Ай бұрын

Intel is rapidly catching up. South Korea is also very close. Don't forget that Nvidia went with Samsung for Ampere! TSMC is mighty and indispensable, but not a total monopoly.

@jasonchen-alienroid Ай бұрын

@@Wobbothe3rd I just don't see people work that hard, that's unhealthy in western culture.

@iMixMaSteR1 Ай бұрын

@@Wobbothe3rd Intel will never catch up.

@johnrogers9065 Ай бұрын

Can't wait to hear TSM's earnings tomorrow

@elhadjimalickdiop2695 Ай бұрын

it's unpossible to reproduce tsmc logistic in the us... no local competence and trillions necessary in investment and more than 20 years maybe to build it

@Wobbothe3rd Ай бұрын

Intel will get there. There's nothing Taiwanese can do that South Koreans or Americans can't do.

@weho_brian Ай бұрын

Jensen said it himself that it would take 10 years for the US to move the entire supply chain out of China region

@mxweng Ай бұрын

You need knowledge of mass production, experience, advanced equipment, and dedicated workers to produce high-end chips, and these are the main problems in the US.

@chrisacevedo8456 Ай бұрын

Buy $NVDA

@jjrrlovesreading 14 күн бұрын

TSMC is really excellent 🎉🎉🎉

@iMixMaSteR1 Ай бұрын

DCA through fear and you will be rewarded.

@moisesperez829 Ай бұрын

No explanation. Just a few superficial sentences.

@Optimised7 Ай бұрын

McCain has entered the chat.

@tristanw1911 Ай бұрын

TSMC took 11.6 billion from the government in grants/loans and given a ton of land that is sitting there doing nothing. They should at least be charged higher interest on the US tax dollars if they don’t provide the jobs promised.

@knt3219 Ай бұрын

Who Is Ahead Of TSMC : Reliability , Volume , Leadership In This Industry And Talent People From Around The World. Since NVIDIA Stock’s 10 To 1 In Recent Few Weeks, TSM Has Been Taken Off From $156 Level. Is This Stock Running Too Fast! No One Knows. Sincerely, ❤❤❤KNT.

@user-xr6zm8cx6r Ай бұрын

Digest the sell is there a bull there is a bear also don't forget the fundamentals only tree goes up and stop at some level

@carlosparra9527 Ай бұрын

Is TSMC gonna build the more advance chips in the USA? I am not sure, they dont do it in their plant in China

@krzysztof3546 Ай бұрын

Yes, it is possible to make chips in US. Chips are made by machines, not manual labour. These machines are made in Europe. It is easier to talk in English to Americans, than to Asians. I see no issue and look forward to chips made in US.

@prosperomiponle7645 Ай бұрын

You don’t just “get the machine” and have it up and running in a day. It’s not a game console that you can more or less plug and play, and it’s a HUGE operation; both in size and number of them needed to replace the volume being pumped out in the foreigns as we speak

@krzysztof3546 Ай бұрын

@@prosperomiponle7645 Flying to the Moon was also a HUGE operation. USA did it anyway.

@user-do9zy9qy3s Ай бұрын

The biggest issue is the difference in corporate culture. Taiwanese tech industry talents are extremely dedicated, often working without taking breaks. If the same system were implemented in the US, it would not work. Americans place a high value on work-life balance, but the chip manufacturing industry is highly competitive and requires constant innovation to develop the latest nanometer chips. Therefore, achieving full "rest" and "off-hours" is difficult. Additionally, it is not cost-effective for TSMC to set up plants in the US. TSMC collaborates with thousands of companies, and these companies (the supply chain) are all in Taiwan. Simply moving TSMC to the US is useless. Besides the high labor costs, the raw materials would have to be shipped from Taiwan, significantly increasing the costs. Hence, the idea of setting up TSMC plants in the US is very naive. Additionally, the Taiwanese employees at TSMC have excellent English skills (a primary requirement for joining TSMC is a high level of English proficiency), so there are no language barrier issues.