China is investing heavily in legacy chip making due to export controls, impacting TSMC suppliers in Arizona. Construction delays and cost surges are affecting Intel and TSMC's plans for facilities in Arizona, with challenges including labor shortages and weak local demand.
Intel and TSMC face chip fab construction delays and supplier woes in Arizona https://t.co/6gdlpT9qVI https://t.co/ZgsUeBrG9t
How Micron is building the biggest chip fab in U.S. history despite a China ban and smartphone slump https://t.co/d5g89BMwPg
Sources: TSMC and Intel suppliers have delayed construction of facilities in Arizona, citing surging construction costs, a labor shortage, and weak local demand (Nikkei Asia) https://t.co/EPWp5hAcJw 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/fE1JJfNkA1
At least five TSMC suppliers have delayed or are rethinking construction projects in Arizona due to surging material & labor costs, a shortage of construction workers, and delays by TSMC and Intel, Nikkei reports, saying trouble at multiple firms shows rebuilding the US…
🚨BREAKING: $TSMC, $INTC suppliers delay #US plants on surging costs, labor crunch - #Nikkei Narrator: the dark side of #inflation https://t.co/2ibYDuOFlr https://t.co/kRM8wu9TZb
"China, whose ambitions in cutting-edge chips have been stymied by U.S. and European export controls, is pouring capital into legacy chip making on a breathtaking scale. That will compress margins for everyone." @meghara https://t.co/AUMTsqxt1M https://t.co/AUMTsqxt1M
China needs to develop a chip printing powerhouse like ASML. Read this profile of the challenger (Shanghai Micro) and challenges of advanced lithography development. https://t.co/ZmxyL8MERJ