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porkpieshoe • today at 5:38 AM • 2 replies • view on HN

Counterpoint: I drove past TSMC in Surprise AZ and I counted at least 18 large construction cranes on that single site.

Replies

nilsbunger • today at 6:19 AM

TSMC doesn’t make DRAM though. Their biz model is manufacturing complex logic chips (eg cpus and asics), which doesn’t have the same commodity cycle.

zmmmmm • today at 5:50 AM

TSMC in the US is a bit of a special case .... wouldn't surprise me at all if they were virtue signalling to the Trump admin more than anything with what they are doing there.

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