Probably good for your interview questions too. Congrats mate 😊

Can share more about how you get at that level? (A very beginner in cs student asking).

@@yuvrajsingh099 Unless you're learning about embedded systems, microcontrollers and firmware. TSMC probably doesn't have a position for CS students anyway. They mainly hire computer and electrical engineers for obvious reasons.

​@@yuvrajsingh099like almost everything first steps help you ram your foot in the door.

Congratulations!!!

White supremacy and systematic racism towards asians.

American politicians are insane and irrational, especially the Democrats.

Can't argue against that. The couple of times I've visited Japan, food was great from the factory cafeteria, up.

Words of truth and wisdom.

I am happy Tsmc came to Japan , just that feeling of appreciation. No margin games

Disagree on that. Taiwan food lives high on my list

@@MrVilidatThe comparison is with the US.

LOL, dry humor like Arizona Desert dry?

This is crazy. I came to the comment section to write almost this exact comment word for word. I have no idea how he's able to consistently make these kinds of videos when the research alone should be multiple full time jobs. Of course, as a layperson I can't verify the accuracy of most of the info, but I don't hear any obvious alarm bells.

wait what?? how do you walk 8.5 miles and still arrive at work on time or home for that matter?

Fewer workers always means better pay and more power to the working class.

I am happy Tsmc came to Japan , just that feeling of appreciation. No margin games

@@ohsweetmystery I work as electrician in construction and in years past it was a struggle to negotiate a $0.80 an hour raise. This year the contractor came to us with a $3.00 an hour opener. Man times have changed.

This phenomenon signals a bigger inflation is coming

@@yiyatsen true. its gonna be wild in some places. like europe!

The Problem might be, if you have many people around you leads to so many opinions then leads to make a choice when needed in time. Especially in a democratic nation, Especially in Japan, and especially for Japanese.

Don't kid yourself, the Japanese aren't immune the profit motive.

Yes

@@chickenfishhybrid44 We do it for love.

no. it is because of radio active power :)

Genuine question: why is that? I’m a complete newbie so intrigued to know more, thank you. 🙏🏽

Water shortage, lack of qualified human capital, lack of suppliers (they basically have to ask all their suppliers to come with them to Phoenix, because there's zero in Arizona), cost of living isn't cheap (within USA) which means TSMC has to pay its local workers more, and general environment and safety falls short of expectations for TSMC engineers stationed there.

@@MRTY323 that makes a lot of sense, thank you. 🙏🏽

@@AyoHues sure thing. Odds are not insurmountable, and I'm sure production will get rolling once enough money is thrown in. Whether it stays will depends heavily on subsidy though. It's a bit like that ski resort in Saudi Arabia, not impossible, but costs a fortune to keep it going.

Not enough water, American engineers and lazy work culture. TSMC regrets but only doing it to satisfy the US government's demands.

American subsidies and American politics are always a struggle as Arizona has faced numerous problems in expanding its semiconductor business. Intel has number of plants in the region but those were built in the 20th century and expanded in the last 20 years. The issue is that water rights is highly contentious in the desert and lot of people do not want it constructed over whatever issue they have chosen to get behind. They'll work through it and it will just expand the Silicon Desert influence and reach in the United States.

Americans don’t have the discipline, technical skills and hard working. The chip factory will fail in the states. I am an engineer in the fabs in the states!

Though importation of materials and parts is also a headache.

Yeah, they reached out to me as well, and I just have no interest in moving from where I'm at to somewhere like Arizona for what they were offering

Whoa! How'd they reach you? What do they look for? Any academic qualification you must have?

@@BarkingstingrayThat's another factor - my wife would like the warmer weather a bit, but the endless suburban sprawl in the southwestern desert environment isn't for her, or for me. So you have a brutal work culture and hours, a generally less-desirable location for workers, less-than competitive wages, and a demand to move overseas and train for two years. Definitely not a recipe for success to recruit American workers.

@@siliwhiz for me, linked-in. I currently work at a different semiconductor manufacturer as an engineer, which between education, job title, keywords and employer landed on some recruiter's search list.

Yes, if only American companies were so self centered, selfish, short-sighted. It’s almost like it’s part of the cultur.. oh.

Japan will make a comeback. • Nikkei 225 all-time high. • In 2023, Sony Beat Samsung, (whom defeated Japanese electronics industry) in profits for the first time in 24 years (since 1999). • Rapidus 2nm in construction by 2027. • Yen is now depreciated back to competitive levels like 1980s.

If you run with the most "advancing" chip maker, why not just listen it's issue of critiria, and run with it first, then you become the most "advancing"? Mr. USA

No one forced TSMC to build their fab in Arizona. TSMC chose it there, Taiwanometry is always complaining about everyone in Asia but China. Now it’s complaining about America. If TSMC wanted to build it’s fab in hot humid place then they should have selected Florida. TSMC chose Arizona knowing process will be slow.

​@@kulkrafts3143exactly, they'll figure it out. Always complains about Asia? I kind of thought he seems like a bit of a simp for Asia lol. I probably haven't watched as much of him as you though.

​@@kulkrafts3143 I can't believe people are actually this daft, the TSMC plant was announced during the height of the chip war with china when America announced its CHIPS and Science Act. While they didn't technically "force" TSMC to operate in the USA, the tension between China and Taiwan was at its peak during Covid as the lockdowns also cut off diplomatic channels between Taiwan and China. It didn't help that TSMC at the time just announced its newest 3nm Node, compound that with the fact many chips in use by US military is also manufactured by TSMC, there was a really real concern for China taking Taiwan and gaining both the newest chip fabrication technology and access to potential vulnerabilities in US weapon systems. There was significant pressure from the US for TSMC to build its newest 3nm fab in the USA, its just done in typical US fashion. The China chip ban cutting off TSMC from one of its largest markets, and the CHIPS and Science Act with its enticing government subsidies makes it super obvious to any company what America wants them to do. But of course once Covid was over and the looming threat of a Chinese invasion stamped out thanks to the Ukraine war showing China it wasn't worth it to engage with a NATO aligned country, there was no real incentive for both TSMC and USA to follow through with the Arizona fab, leading to the situation we find ourselves in today.

In terms of water security. New Zealand and Japan apparently are most secured going into climate change. Places like Arizona, Middle East, China will be facing challenges.

Yep

And that's how American workers become uncompetitive. Someone has to endure that cost if America to become competitive at micro conductor ever.

Fake news

and Arizona is among the least terrible, sheesh

This can only be attributed to TSMC's sloppy investigation before investment. US is very big, much bigger than AZ.

@@amandagrant4331 Close to no natural disasters like hurricanes, tornadoes, earthquakes and cheap reliable power with cheap land. Arizona is a good decision.

​@@tesla82111yeah, but its tight on one of the most important things, water

that's impressive, in Philippines, it's 10 years

It is more like 3 days job in Japan. In the last major earthquake (not the one in 2024-1-1), they are able to fix the whole damn road in few days. That is a very long section of road is complete gone or twisted.

​​@@omniyambot9876they just go around it and leave it as is till next elections in the Philippines.

still using that old ass meme i see which is not true at all rofl

In most of the apples to apples comparisons of civil construction I’ve seen, this isn’t actually true. Emergency construction differs greatly from normal construction and there are a lot of very good reasons not to speedrun infrastructure replacements and construction all the time. By the way. After Hurricane Ian hit Florida, the bridge to Pine Island was completely destroyed. A replacement was built in 3 days.

😅Why don't you look into the other side of Financial statements , capital, saving etc. IMF announced that most balanced healthy Financial statement in the world is Japan.

Said debt is mostly owed to domestic bond holders Its safe

Yes, it's ture the our debt stays with BOJ, but none of us have rights to use it so it doesn't matter. It's like you have a safe with full of cash in, but only someone else has the key to open it.

I don't think the union have a chance to be involved in chip manufacturing

@@teeklerlee5847 union for the construction workers. Not the fab employees

I want to know what their accident rate is

You can easily reduce the red tape by simply hiring more people to do the paperwork. People who complain about "government workers" forget the red tape is almost always there for a reason (Boeing) but you need to have People on both sides.

And Texas is the best State to get permits in. Counties have no zoning authority.

Here's one for you... while arranging for a nitrogen microbulk (storage tank) for our new site in Phoenix, the sales rep informed me that an oxygen monitoring system would be required. The tank is outside the building in open air and the smallest size they have. The Bay area doesn't even have these requirements.

So is Japan? Red tape is a common thing amongst developed nation, and they are there for good reason. Matter fact, US actually has relatively few red tape compare to most develop nation as long as you properly compensate the right officials.

They're installing closed-loop purification.... which quite frankly should be par for course at any water-hungry industrial site. This is not unknown, cutting-edge stuff, people. It's fking WATER PURIFICATION.

This should be asked to TSMC planners. AZ has always been there, and it is impossible for nature to change the geography of AZ for TSMC.

Japanese automakers were manufacturing in the US from 1980s.

They have a plan to actually reclaim more water than they use . We will see how that goes. The south west unfortunately is the most geologically stable areas in the states and most conducive to semiconductor manufacturing

So dumb

You may be right, but I THINK that Arizona State and local tax incentives may have played a bigger part in the plant location than any geologic stability. I DO hope Intel can figure out sustainable water there. ​@@Error_404-F.cks_Not_Found.

Dude the technology to completely purify water in a "closed loop" is decades old. It doesn't matter if the Fab's on the bottom of the ocean, the middle of the Sahara, or the surface of the Moon. Sure, it means the fab basically needs an entire power plant and waste treatment facility bolted onto it.... but that's a small expenditure next to the fab itself.

@@-_----- So can you tell me what the actual water usage is for the existing fans there, and the projected usages for the proposed fabs? The companies CHOOSE how much to buy and how much to recycle, based mainly on cost.

Can't blame 'em - downtown Taipei, Taiwan is shit compared to downtown Phoenix, Arizona, and Taipei is one of the best cities in Taiwan, surrounded by even shittier New Taipei and Hsinchu. Before you say "earthquake", Tokyo has similar earthquake frequency and beats both of them, easy. Taiwan has many wonders, but its cities ain't one of them.

Simply put the salary to go overseas is not high enough for an advanced welder in the US who could make far more working a job he already is qualified for. On the other hand unions that represent these workers will always fight against bringing in labor because it makes sure the government has to fairly assess the need for the H-1B (High skilled worker) visas. There is a history of US companies abusing the visa program to bring down wages, the union representatives are expected to argue to force what they see as a proper allotment of foreign workers to keep as much potential wages for their constituents. This unfortunately will slow things down, but the Federal government will allocate what is required when all is said and done. I think the video made a good point of a local contact being helpful in bridging this gap. Companies within the US often employ people who's job is to manage union relations and it makes projects go very smoothly. I think it's important to note while the unwillingness to go train in Taiwan is an individual choice, the backlash for bringing in foreign skill labor is more of a product of the collective bargaining practices in place by unions rather than each general welder or contractor thinking he could do every job required to build such a complex construction.

​@@socket0180could you elaborate on that? Are you referring to the food, activities, night life in the city?

This has got to be sarcasm, right?

@@user-su4dd9kp7lNope. From Jakarta, lived in Taipei. Taipei is shit compared to Jakarta metropolitan area, and Jakarta has even less GRP/capita than Taiwan's GDP/capita, even using PPP. Sorry for telling the truth if you're from Taiwan.

Ironically, much of the investment in this factory comes from the organization and coordination of the EU government. The EU initially hoped that this company would become the largest battery producer in Europe.

They can't go away. Even if the AZ factory keeps losing money, they can't go away.

That’s the result of corporate attitudes towards its labor. There’d be more pride doing Made in USA if company management provided a workplace environment and mission to be proud about.

US culture does not value this kind of work, we're more about seeing workers as tools and not integral parts of labor and productivity. Doesn't help that getting this kind of specialized education is way too expensive.

@@mycelia_ow tools are integral parts of labor and productivity.......

@@doujinflip tell what specific things the company should do to "provided a workplace environment and mission to be proud about" sing the anthem every morning?

Each organization would be different, though singing songs sounds too childish for American workers to get on board with. More like how SAP or Costco treats its employees, which allows them to retain voluntary talent even when competitors offer larger paychecks.

Most significant is a ~4 vs. ~5 day work week would create a gap, unless the weekend at one location offset by a calendar day to local time. A 16 hour workday difference would be more easily handled as 8 hours (+1 day) difference.

But fabs are usually running 24hrs with engineers on shifts so time zone shouldn’t be that much of an issue unless we are talking about suppliers and supply chain issues

" 28.9.2023 - With China already boasting chip subsidies worth at least $150 billion in 2022 .. " " a proposal made at this spring’s annual session of the Chinese People’s Political Consultative Conference urged national-level policymakers to align China’s various semiconductor development efforts into “one chessboard,” meaning a single national strategy. ... "

Yep, if you compare Americans to insane work culture in Asia they may appear lazy. However compared to say Europe, Americans still work a fair bit more for example.

TI does their own thing.

So much of the government's problems are due to focusing on the wrong things. Building a facility that in a longer timeframe can do a smaller number of "Leading Edge" chips is a WAY stupider decision than getting a 2 or 3 generations behind, Tried and True, Still relatively high end capacity, That you can manufacture faster and easier for a cheaper price. That has far more practical application and is a much more intelligent move. Japan knows this, And it's their extraordinary level of common sense that has allowed them to make these better decisions, and those decisions have compounded into Japan becoming a global leader in many areas. Americans just want to be "#1" at anything and everything. It's Short Sighted and it's stupid, and it's why America struggles with achieving and maintaining its "#1" spot at so many things.

TSMC still makes Intels most advanced chips. TI is a joke in the 21st century. The "good old boys" at TI lost due to their racism.

@@Stone_624 the ironic thing is that we’re still getting a node several generations behind at tsmcs plant, but intel will be shipping a true leading edge node before it even opens when they start shipping 18A. So we could have had both the capacity we actually needed for the stuff that goes into cars, refrigerators, and everything else, while also having a mfg creating the “most advanced” chips in the world.

The government wants the most advanced node from TSMC so they have the technology and experience on shore (which they call other countries of IP thief). TSMC knows that and also no experience within US so keep to 4nm. While Intel is working to advance to even smaller (being pretty much fully subsidized by taxpayers) they are still generations behind and are depending on TSMC to manufacture their future generation of 3nm processors to compete with AMD and NVidia.

Cant agree about speed on construction. Remember the nagasaki shinkansen or rinkai line wich is only 6 km needs 20 years of construction

​@@adiba9734Japan has Shinkansen since when? 1964. There is many earthquake in Japan. So the delay is mostly because of this in calculation.

@@JapanQuest theres nothing to do with that tbf. Most of japanese infrastructure was built faster before 90s. Just take a look at the hokuriku shinkansen that take more than 17 years to complete just 300km lengt compare to tohoku shinkansen that just need 10 years to complete 400km of tohoku line. The same problem was also happen oversea that the jakarta mrt extension need 7 years to built just for 6km of lengt that built by japanese contractor.

@@adiba9734 because Japan focus on high quality. The quality is way above China.

You didn’t include Singapore in the ballgame. GF Fab7H was promised to be completely build up in 2 year but did in 1 and a half year. Same with Micron and ST Micro.

IIRC Intel stopped quoting size in nm a couple years ago, they said it didn't make sense anymore because there was no industry standard for exactly what it measures. Intel had been saying their 10nm was equivalent to TSMC 7nm.

Look at # of transistors per unit area. mm^2

What are you talking about ? the new Albany site is 20 mins from downtown Columbus and the Johnstown site is 30 mins from downtown Columbus

@@mylet26585 min from downtown Columbus is cornfields and cowpatches. California has surf reports on the radio every morning, Columbus has the farm report. IDC how many people live there, Columbus is still a sh*thole.

@@taxirob2248 you are not wrong Cali has beaches and the mountains and really good weather would be easier to attract workers but the costs of Intel manufacturing there is prohibitive - Intel started in Cali I would think they used to have plants there too - Columbus isn’t that bad at all just a medium sized city nothing too bad or special about the place

@@mylet2658 but it's outside the city. Intel missed the point of the recent trends in urbanism and built in a suburb no one wants to even travel to. Furthermore, Ohio sucks for many reasons, the lack of public transit being chief among them. Columbus is known for keeping the streets clear n winter, but it's still a 40 minute bus ride to the nearest Intel facility from Columbus proper. What they need to do is build office buildings downtown like olden times, and also build walkable neighborhoods around them. Columbus isn't doing that, instead they simply reversed the commute from downtown to the suburbs during rush hour. It's the same thing every other dying city is attempting to do in order to bring back their tax base. Especially since they gave away all their tax revenue from businesses so that revenue from individuals is all that's left. It worked sooo well in Detroit... The only advantage Columbus has is that they're building just enough housing IN the city to boost the population numbers, but Cleveland still has a higher GDP. Go figure.

America lacks safe, viable, walkable, culturally rich towns and cities with good public transportation. Build it anywhere and most people wouldn’t move there for one reason or another. They will stick to their boring suburban life.

Not really. Tesla factory set on fire by European environmentalists.

Doubt it

It’s more than that. It’s cultural. Japanese workers are precise. American worker are all too often “that will do” which won’t achieve 2nm ever!

I would move in a heart beat if I was offered to work unfortunately every application I have made has been rejected.

saying the US is anti worker compared to taiwan and japan is laughable

@@fukolombobby It's complicated. But Japan at least has a strong aversion to firing people. I've worked for a Japanese company and the Inpats I saw who made me think "how the hell does this guy have a job" were numerous. I was told they simply don't get fired in Japan.

Japan’s population is way too old

American corporations demand lower pay growth and more layoffs, and it shows in their portfolios. Workers are simply “acting their wage” because of how distant their management’s interests and benefits are from their own.

@@doujinflip there's a lot of example of how bean counters ruin companies like Boeing comes to mind.

I dont think TSMC in US will change anything or make US the super powerhouse that makes semiconductors. The work culture is just too vastly different. Americans are simply not willing to put in that kind of hours of work to make semicon in US a success

As an Asian who grow up in America and work in America, hate to tell the truth, but yes, many Americans do not have the right work ethic mindset(learning mindset too, many aren't willing to learn with humble but challenging when they know nothing about any basic stuff) and are very self titled and America centric, this pride problem exists in every country include Japan, but Japan and Eastern Asian countries do realize it and acknowledge it when they're behind, and they work very hard and humble to catch up then eventually surpass. America seems still living in its past where it was at its prime, I don't know how long will this last but I guess as long as America still has the no.1 military in the world, they will still have advantages, and they will continue to work and live like this

Americans have no pride in their jobs unless they work for themselves. They’re all disgruntled and dissatisfied. You can tell in their voice when you ask for help. All they want to do all day is finish up and go home.

China faces couple of problems that prevents them from doing so. Given the right environments they can do it but China alone cannot develop such advanced chips. That's why they rely so much on sending students abroad. But that's not the only problem. China needs investors and nobody wants to partner up with any Chinese semiconductors. Nvidia, Intel, AMD, etc. Another factor is the pollution. It requires very clean water and clean air to produce high end chips.

At least in theory the extra capacity would result in lower prices for chips [leading to more demand to use them]. Though maybe TSMC will build less capacity in Taiwan then they previously would have to avoid lowering prices [they could afford some price reductions due to the subsidies given].

Usually when that happens tariffs will be applied pretty quick

Everybody is building out supercomputers for AI research, plus infrastructure for AI applications, so there will be plenty of demand, at least for the higher end nodes.

Good thing Intel is building its own competing semiconductor production here.

There is a huge supply glut in mature nodes 28nm and larger. THe build up in Japan, Gemany, India , even global foundaries in US, is matched by a build up in China. The glut will last a decade, and it will deprive the companies the profit that funds R/D.

因為台灣人非常親日，希望日本國力茁壯

because Taiwan-Japan are on friendly relations. + its mostly Taiwanese congratulating for the new TSMC plant in Japan.

Thank you. I really hope Japan is gonna show its competence and bring something to TSMC and semi conductor industry.

If you know more about Taiwan history , you won’t be surprised why Taiwanese and Japanese are more similar in society and working cultures. Taiwan was ever colonized by Japan for decades. There are more Taiwanese people who understand Japanese language than you could expect.

​@@ANONAAAAAAAAAbecause KZfaq now offer free language translation on comment section when you use phone to view it, of course Taiwanese and Japanese will comment more together even though it's a Japanese video. Same thing goes to Taiwanese made video when the topic is about Japan, you can always see some Japanese comments, it's no big deal, Japanese and Taiwanese communicate a lot, we all used to be part of Japan empire, we used to be living in a same society, and we keep good relationship after WW2, Japan helped us during our worst earthquake in history, we returned the favor when they got hit with the worst earthquake in their history, and we all have massive news reports the kindness on both side, of course it's common to see Taiwanese comment on Japanese videos and Japanese comment on Taiwanese videos