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Semiconductor industry proposes new 'Chipmaker's Visa' for H1B program — program would address extreme talent shortages in chipmaking industry (www.tomshardware.com)

submitted 10 months ago by [email protected] to c/[email protected]

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Semiconductor industry proposes new 'Chipmaker's Visa' for H1B program — program would address extreme talent shortages in chipmaking industry::American semiconductor industry needs tens of thousands of foreign workers, so the government has to alter H1-B visa program, U.S. chipmakers believe.

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[–] [email protected] 10 points 10 months ago* (last edited 10 months ago) (2 children)

The US is trying to move TSMC operations to US soil.

I'll copy and paste it again:

I will keep reposting my thoughts on what's going on.

Xi told Biden that China plans to invade Taiwan. This is an act of diplomacy, giving the US a chance to prevent this from triggering WWIII.

China wants Taiwan for a myriad of reasons, not the least of which is TSMC, coupled with the AI embargo the US has levied on China. China must invade Taiwan if they want to be relevant in the tech sector 10 years from now.

Suddenly, Intel, who was once competitive with TSMC and now relies on them entirely, is telling us that "we will be beyond TSMC by 2024" really? No one's buying it. Sounds like a publicity headline to satisfy military brass or some senators or something.

Now we're investing directly in domestic chip manufacturing.

I'm surprised it's not more cash tbh.

The US is trying to effectively move TSMC operations to US soil, in some form or another.

[–] [email protected] 9 points 10 months ago (2 children)

This shouldn't need to be said, but I caution everyone reading your comment to consider it may be wrong.

[–] [email protected] 5 points 10 months ago* (last edited 10 months ago)

Oh, 100%.

My background in geopolitics is basically non-existent.

This is "do your own research" levels of postulation.

Having said that, I've been singing this tune since nVidia became a trillion dollar company. I do have a background in the tech industry, and can confidently say that there's a single factory in Taiwan that FANG and our Military rely on supplying American chip makers. This is the basis of my observations/thoughts.

The ramped up tensions in the South China sea were a harbinger of Xi's statement to Biden in December.

[–] [email protected] 2 points 10 months ago

A lot of it seems correct to me. Would you like to actually rebuttal the comment instead of making a vague statement?

[–] [email protected] 2 points 10 months ago

To be fair, Intel was ahead of TSMC in manufacturing processes size for a while there but they were measuring it differently from them. Hence the whole process size rebranding that unfortunately looked really shady without context. Now as far as throughput and yield... that's going to take some work. Not sure what their yield has been as of late but I'm not convinced it's nearly as competitive.