Tim Cook confirms Apple will use TMSC chips made in Arizona
After Apple supplier TSMC announced it would increase its Arizona investment, Apple CEO Tim Cook confirmed that the company would use chips built in the state.
Apple CEO Tim Cook
In November, Cook made it clear that Apple will source at least some of its chip supply from the still-unfinished TSMC plant in Arizona. He reiterated the stance Tuesday at an event in Arizona, according to CNBC.
"Today is only the beginning," Cook said. "Today we're combining TSMC's expertise with the unrivaled ingenuity of American workers. We are investing in a stronger, brighter future, we are planting our seed in the Arizona desert. And at Apple, we are proud to help nurture its growth."
Taiwan Semiconductor Manufacturing Company is the largest chip foundry company in the world and commands over half of the global market share. It produces advanced processors for iPhones, iPads, and Macs.
"And now, thanks to the hard work of so many people, these chips can be proudly stamped Made in America," Cook said. "This is an incredibly significant moment."
Roughly one-third of the plant capacity in Arizona will be for Apple. The plant's previous capacity was about 20,000 wafers, each containing multiple chips.
Another report on Tuesday says that TSMC will build additional facilities in Arizona. The first plant will start production in 2024, and the supplier has already started construction of a second fab that will begin manufacturing using 3-nanometer process technology in 2026.
The US government will partially subsidize the cost of the Arizona factories. In early 2022, President Biden signed the CHIPS and Science Act into law, which includes billions of dollars in incentives for chip manufacturers to bring production to the United States.
Read on AppleInsider
Apple CEO Tim Cook
In November, Cook made it clear that Apple will source at least some of its chip supply from the still-unfinished TSMC plant in Arizona. He reiterated the stance Tuesday at an event in Arizona, according to CNBC.
"Today is only the beginning," Cook said. "Today we're combining TSMC's expertise with the unrivaled ingenuity of American workers. We are investing in a stronger, brighter future, we are planting our seed in the Arizona desert. And at Apple, we are proud to help nurture its growth."
Taiwan Semiconductor Manufacturing Company is the largest chip foundry company in the world and commands over half of the global market share. It produces advanced processors for iPhones, iPads, and Macs.
"And now, thanks to the hard work of so many people, these chips can be proudly stamped Made in America," Cook said. "This is an incredibly significant moment."
Roughly one-third of the plant capacity in Arizona will be for Apple. The plant's previous capacity was about 20,000 wafers, each containing multiple chips.
Another report on Tuesday says that TSMC will build additional facilities in Arizona. The first plant will start production in 2024, and the supplier has already started construction of a second fab that will begin manufacturing using 3-nanometer process technology in 2026.
The US government will partially subsidize the cost of the Arizona factories. In early 2022, President Biden signed the CHIPS and Science Act into law, which includes billions of dollars in incentives for chip manufacturers to bring production to the United States.
Read on AppleInsider
Comments
Not a very environment friendly solution.
for example, Mexican labor is now cheaper than Chinese labor, so assembling in Mexico might make sense.
Western countries messed up, all those years ago, in not recognizing Taiwan and having formal diplomatic relations, but in practice, Taiwan acts and operates as an independent country from China proper. If it wasn't, China would have taken them over already and various western nations would not be saying they will help Taiwan defend itself from a Chinese invasion.
After a century of modern warfare, you'd think dictactors, fascists, authoritarians and leaders of democracies would realise you can't occupy any country who doesn't want to be occupied and who have some sufficiently advanced other country feeding them weapons.
countries outsourcing to China, bowing to China, etc.
But they’re not stupid and we need to recognize that. They (China) are going full steam ahead on nuclear energy and will win the economic race while we are messing around with “renewables” which will never be more than a distraction.
The type of energy technology is basically irrelevant. If anything, they started their nuclear power program about 10 years too late. There's going to be a good chance that those nuclear plants are going to be stranded assets because they will be too expensive to run. Renewables+storage will be 5x cheaper to run than nuclear in another 10 to 20 years.
Moreover, electricity will be a collection of connected micro-grids in the future, with every household, every neighborhood, every business, being independent of the grid+utility. The biggest purpose of the grid may just be as a vehicle to buy and sell energy. That's basically the only thing I can see keeping an electric grid that connects everything going.
When EVs have vehicle-to-grid as a default feature, another 10 years down the road, that's when the shit hits the fan with the utility. EV V2G, even cheaper solar panels, and long term storage are going to change the entire energy economy and infrastructure.
https://twitter.com/peterzeihan/status/1444294495722524675
It appears that China has over counted its population, distorting the data on its birth rate over the last two decades. This leads to one of the very worst case scenarios of a working age population supporting the economy. After that, expect China's population to halve, perhaps as soon as 2050, with China never having "gotten rich before it got old", and never supplanting the U.S. as the World's largest economy. China is likely to be at 750 million while immigration to the U.S. continues to increase our population.
On top of that, there is a retrenchment in the Global economy, driven as much by reaction to Xi's failing policies as by U.S. increasing isolationism. which is why TSMC has been lured to North America; as insurance against an invasion of Taiwan.
None of what you predict for the electrical grid is going to happen. If anything, the U.S. is going to "get religion" and buildout a modern grid, that allows power generated in the Southwest, as an example, to be available during twilight hours of the East Coast, reducing the need for stored power, and the reverse of that for the West waking up.
That time frame is entirely dependent on what China does. There definitely needs to be a food and water development program to sustain population growth as the extraction of China's natural resources, heck the world's native and wild resources, is nearing its end. There is only so much resources, land and animals to extract. So vertical farming, agrivoltaics, artificial meat, closed-loop water systems, some type of mechanized aquaculture, whatever will increase production will need to be done to sustain.
Global warming does mean people will be migrating towards the poles. For China, Mongolia's and Siberia's low population density is surely looking tempting right now. You have to question how all this is going to work when there are billions wanting to move there, and Mongolia and Russia are sovereign nations. China can probably maintain in 4° to 6° F world though. It's not going to be pretty though.
For electrical grid, I think the trends are not good for the existing electricity economic structure. Independence from the electrical grid is in sight, and it will be cheaper than the cost of using the grid. It's just solar and storage. PV will get cheaper. EVs will get cheaper. People will be able to make their own gas from solar power for long term storage or use some other method. When this crossover happens, the shit is going to hit the fan. I'm not sure how the grid can be funded, other than as a tax on commerce with energy units across microgrids and generators.
Eventually, even water may be independent from the utility. That will probably be the last thing, but closed loop water recycling with the occasional replenishment will be coming. Not close, maybe 50 to 100 years.
https://www.youtube.com/watch?v=7Me2G6FJZMI
He explicitly states that China's population probably peaked a decade ago.
After seeing China's population demographics, I'm convinced that their 1.4b population is basically the peak, give or take the counting uncertainties. At least for the next 30 years. The only discussion is how long the decline will be, ie, what happens to birthrates over the next 30 years. This is where what we assume to happen plays an important factor in declaring this or that. They could maintain, have a slow decline or a fast decline if old age health care goes bad combined with birth rates continuing to decline. It all depends on what they do.
Overall, I'm actually happy to see that a decline is likely because that is a good outcome for everyone including China. Their economic power by shear force of labor power remains great even with a decline. I would hope there would be a decline in India as well.
Now it may be the case that my sources are wrong in their predictions, but there isn't any case to be made that China's population isn't going to rapidly decline. More to the point, China never has had a 1.4 Billon population. It's likely that India has already surpassed China in population.