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interests / soc.culture.china / All roads lead to Phoenix. But No Water + No Workers = No Chips

SubjectAuthor
* All roads lead to Phoenix. But No Water + No Workers = No Chipsltlee1
`* Re: All roads lead to Phoenix. But No Water + No Workers = No Chipsltlee1
 `* Re: All roads lead to Phoenix. But No Water + No Workers = No Chipsbmoore
  `* Re: All roads lead to Phoenix. But No Water + No Workers = No Chipsltlee1
   `* Re: All roads lead to Phoenix. But No Water + No Workers = No Chipsbmoore
    `* Re: All roads lead to Phoenix. But No Water + No Workers = No Chipsltlee1
     `- Re: All roads lead to Phoenix. But No Water + No Workers = No Chipsbmoore

1
All roads lead to Phoenix. But No Water + No Workers = No Chips

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Subject: All roads lead to Phoenix. But No Water + No Workers = No Chips
From: ltl...@hotmail.com (ltlee1)
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 by: ltlee1 - Mon, 7 Aug 2023 20:28 UTC

"All roads lead to Phoenix. On the gravy train of greenfield investment riding on the back of Inflation Reduction Act legislative incentives in the United States, no county ranks higher than Arizona’s Maricopa. The county leads the nation in foreign direct investment, with Taiwan Semiconductor Manufacturing Corp. (TSMC), Intel, LG Energy, and others expanding their footprint in the Grand Canyon State. But Phoenix is neither the next Rome nor the next Detroit. The reasons boil down to workers and water.

First, the labor. America’s skilled worker shortage has been well documented since before the Trump-era immigration slump and pandemic border closures. Especially in the tech industry—the United States’ most productive, high-wage, and globally dominant sector—a huge deficit in homegrown engineering talent and endlessly bungled immigration policies have left Big Tech with no choice but to outsource more jobs abroad.

Arizona dangled its low taxes and sunshine, but TSMC has had to fly in Taiwanese technicians to jump-start production at the 4 nanometer chip plant that was meant to be completed by 2024, but has been delayed until 2025 at the earliest.

The salvage operation calls into question whether the more advanced and miniaturized 3 nanometer plant—scheduled to open in 2026 will stay on course. (With two-thirds of its customer base—including Apple, AMD, Qualcomm, Broadcom, Nvidia, Marvell, Analog Devices, and Intel—in the United States, it’s no wonder TSMC wants to speed things up.)

https://foreignpolicy.com/2023/08/04/tsmc-taiwan-arizona-semiconductors-climate-canada-labor-water/

Re: All roads lead to Phoenix. But No Water + No Workers = No Chips

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Subject: Re: All roads lead to Phoenix. But No Water + No Workers = No Chips
From: ltl...@hotmail.com (ltlee1)
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 by: ltlee1 - Thu, 17 Aug 2023 20:18 UTC

On Monday, August 7, 2023 at 4:28:54 PM UTC-4, ltlee1 wrote:
> "All roads lead to Phoenix. On the gravy train of greenfield investment riding on the back of Inflation Reduction Act legislative incentives in the United States, no county ranks higher than Arizona’s Maricopa. The county leads the nation in foreign direct investment, with Taiwan Semiconductor Manufacturing Corp. (TSMC), Intel, LG Energy, and others expanding their footprint in the Grand Canyon State. But Phoenix is neither the next Rome nor the next Detroit. The reasons boil down to workers and water.
>
> First, the labor. America’s skilled worker shortage has been well documented since before the Trump-era immigration slump and pandemic border closures. Especially in the tech industry—the United States’ most productive, high-wage, and globally dominant sector—a huge deficit in homegrown engineering talent and endlessly bungled immigration policies have left Big Tech with no choice but to outsource more jobs abroad.
>
> Arizona dangled its low taxes and sunshine, but TSMC has had to fly in Taiwanese technicians to jump-start production at the 4 nanometer chip plant that was meant to be completed by 2024, but has been delayed until 2025 at the earliest.
>
> The salvage operation calls into question whether the more advanced and miniaturized 3 nanometer plant—scheduled to open in 2026 will stay on course. (With two-thirds of its customer base—including Apple, AMD, Qualcomm, Broadcom, Nvidia, Marvell, Analog Devices, and Intel—in the United States, it’s no wonder TSMC wants to speed things up.)
>
> https://foreignpolicy.com/2023/08/04/tsmc-taiwan-arizona-semiconductors-climate-canada-labor-water/

Danny Seiden, president and CEO of the Arizona Chamber of Commerce dutifully responded to the above with an article
entitled "Arizona Is Not Running Out of Water or Workers".
https://foreignpolicy.com/2023/08/15/tsmc-semiconductors-arizona-taiwan-climate-chips/?
"Contrary to what the authors wrote, the new model has not frozen new housing construction in the Phoenix area. In fact,
the region has more than 80,000 new houses in the pipeline for which water certificates have been issued." And the author
gave the following link the response:

https://www.nbcnews.com/news/us-news/arizona-limits-new-housing-phoenix-dwindling-water-supply-rcna87390

Click the provided link and, viola, an article with the headline and sub-headline of
"Arizona limits new housing around Phoenix because of dwindling water supply
Officials said developers could still build in the affected areas but would need to find alternative water sources to
do so — such as surface or recycled water."

And of course, Arizona is not running out of water providing that manufacturers built and run their own
water recycle system.

"Intel’s 12-acre onsite water reclamation facility at its Ocotillo campus in Chandler, Arizona, treats more than 9
million gallons of water a day, enabling its four fabs and counting to reuse water constantly within its systems.
....
Likewise, TSMC, which announced a $40 billion investment to build two high-tech fabs in the state, is in the
planning stage of building an onsite water reclamation plant, enabling its Arizona operations to achieve near-zero
liquid discharge."

..

Re: All roads lead to Phoenix. But No Water + No Workers = No Chips

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Subject: Re: All roads lead to Phoenix. But No Water + No Workers = No Chips
From: bmo...@nyx.net (bmoore)
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 by: bmoore - Thu, 17 Aug 2023 23:00 UTC

On Thursday, August 17, 2023 at 1:18:06 PM UTC-7, ltlee1 wrote:
> On Monday, August 7, 2023 at 4:28:54 PM UTC-4, ltlee1 wrote:
> > "All roads lead to Phoenix. On the gravy train of greenfield investment riding on the back of Inflation Reduction Act legislative incentives in the United States, no county ranks higher than Arizona’s Maricopa. The county leads the nation in foreign direct investment, with Taiwan Semiconductor Manufacturing Corp. (TSMC), Intel, LG Energy, and others expanding their footprint in the Grand Canyon State. But Phoenix is neither the next Rome nor the next Detroit. The reasons boil down to workers and water.
> >
> > First, the labor. America’s skilled worker shortage has been well documented since before the Trump-era immigration slump and pandemic border closures. Especially in the tech industry—the United States’ most productive, high-wage, and globally dominant sector—a huge deficit in homegrown engineering talent and endlessly bungled immigration policies have left Big Tech with no choice but to outsource more jobs abroad.
> >
> > Arizona dangled its low taxes and sunshine, but TSMC has had to fly in Taiwanese technicians to jump-start production at the 4 nanometer chip plant that was meant to be completed by 2024, but has been delayed until 2025 at the earliest.
> >
> > The salvage operation calls into question whether the more advanced and miniaturized 3 nanometer plant—scheduled to open in 2026 will stay on course. (With two-thirds of its customer base—including Apple, AMD, Qualcomm, Broadcom, Nvidia, Marvell, Analog Devices, and Intel—in the United States, it’s no wonder TSMC wants to speed things up.)
> >
> > https://foreignpolicy.com/2023/08/04/tsmc-taiwan-arizona-semiconductors-climate-canada-labor-water/
> Danny Seiden, president and CEO of the Arizona Chamber of Commerce dutifully responded to the above with an article
> entitled "Arizona Is Not Running Out of Water or Workers".
> https://foreignpolicy.com/2023/08/15/tsmc-semiconductors-arizona-taiwan-climate-chips/?
> "Contrary to what the authors wrote, the new model has not frozen new housing construction in the Phoenix area. In fact,
> the region has more than 80,000 new houses in the pipeline for which water certificates have been issued." And the author
> gave the following link the response:
>
> https://www.nbcnews.com/news/us-news/arizona-limits-new-housing-phoenix-dwindling-water-supply-rcna87390
>
> Click the provided link and, viola, an article with the headline and sub-headline of
> "Arizona limits new housing around Phoenix because of dwindling water supply
> Officials said developers could still build in the affected areas but would need to find alternative water sources to
> do so — such as surface or recycled water."
>
> And of course, Arizona is not running out of water providing that manufacturers built and run their own
> water recycle system.
>
> "Intel’s 12-acre onsite water reclamation facility at its Ocotillo campus in Chandler, Arizona, treats more than 9
> million gallons of water a day, enabling its four fabs and counting to reuse water constantly within its systems.
> ...
> Likewise, TSMC, which announced a $40 billion investment to build two high-tech fabs in the state, is in the
> planning stage of building an onsite water reclamation plant, enabling its Arizona operations to achieve near-zero
> liquid discharge."

Maybe TSMC is concerned about consequences of the invasion of the free people of Taiwan. Water would be the least of TSMC's problems.

Re: All roads lead to Phoenix. But No Water + No Workers = No Chips

<4157f253-c2ac-4494-8881-5ba6089bc105n@googlegroups.com>

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Subject: Re: All roads lead to Phoenix. But No Water + No Workers = No Chips
From: ltl...@hotmail.com (ltlee1)
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 by: ltlee1 - Fri, 18 Aug 2023 17:58 UTC

On Thursday, August 17, 2023 at 7:00:35 PM UTC-4, bmoore wrote:
> On Thursday, August 17, 2023 at 1:18:06 PM UTC-7, ltlee1 wrote:
> > On Monday, August 7, 2023 at 4:28:54 PM UTC-4, ltlee1 wrote:
> > > "All roads lead to Phoenix. On the gravy train of greenfield investment riding on the back of Inflation Reduction Act legislative incentives in the United States, no county ranks higher than Arizona’s Maricopa. The county leads the nation in foreign direct investment, with Taiwan Semiconductor Manufacturing Corp. (TSMC), Intel, LG Energy, and others expanding their footprint in the Grand Canyon State. But Phoenix is neither the next Rome nor the next Detroit. The reasons boil down to workers and water.
> > >
> > > First, the labor. America’s skilled worker shortage has been well documented since before the Trump-era immigration slump and pandemic border closures. Especially in the tech industry—the United States’ most productive, high-wage, and globally dominant sector—a huge deficit in homegrown engineering talent and endlessly bungled immigration policies have left Big Tech with no choice but to outsource more jobs abroad.
> > >
> > > Arizona dangled its low taxes and sunshine, but TSMC has had to fly in Taiwanese technicians to jump-start production at the 4 nanometer chip plant that was meant to be completed by 2024, but has been delayed until 2025 at the earliest.
> > >
> > > The salvage operation calls into question whether the more advanced and miniaturized 3 nanometer plant—scheduled to open in 2026 will stay on course. (With two-thirds of its customer base—including Apple, AMD, Qualcomm, Broadcom, Nvidia, Marvell, Analog Devices, and Intel—in the United States, it’s no wonder TSMC wants to speed things up.)
> > >
> > > https://foreignpolicy.com/2023/08/04/tsmc-taiwan-arizona-semiconductors-climate-canada-labor-water/
> > Danny Seiden, president and CEO of the Arizona Chamber of Commerce dutifully responded to the above with an article
> > entitled "Arizona Is Not Running Out of Water or Workers".
> > https://foreignpolicy.com/2023/08/15/tsmc-semiconductors-arizona-taiwan-climate-chips/?
> > "Contrary to what the authors wrote, the new model has not frozen new housing construction in the Phoenix area. In fact,
> > the region has more than 80,000 new houses in the pipeline for which water certificates have been issued." And the author
> > gave the following link the response:
> >
> > https://www.nbcnews.com/news/us-news/arizona-limits-new-housing-phoenix-dwindling-water-supply-rcna87390
> >
> > Click the provided link and, viola, an article with the headline and sub-headline of
> > "Arizona limits new housing around Phoenix because of dwindling water supply
> > Officials said developers could still build in the affected areas but would need to find alternative water sources to
> > do so — such as surface or recycled water."
> >
> > And of course, Arizona is not running out of water providing that manufacturers built and run their own
> > water recycle system.
> >
> > "Intel’s 12-acre onsite water reclamation facility at its Ocotillo campus in Chandler, Arizona, treats more than 9
> > million gallons of water a day, enabling its four fabs and counting to reuse water constantly within its systems.
> > ...
> > Likewise, TSMC, which announced a $40 billion investment to build two high-tech fabs in the state, is in the
> > planning stage of building an onsite water reclamation plant, enabling its Arizona operations to achieve near-zero
> > liquid discharge."
> Maybe TSMC is concerned about consequences of the invasion of the free people of Taiwan. Water would be the least of TSMC's problems.
https://www.chinatimes.com/opinion/20230811004423-262104?chdtv
"上月20日台積電法說會說明該公司美國亞利桑那州投資案進度,4奈米廠量產時間將因其第1期晶圓廠設備安裝專業人才不足而由2014年延至2015年,隨即引發該州建築暨營造商會主席亞倫.巴特勒的嚴厲反嗆,認為台積電是在為其財務績效不如理想及想要引進低薪勞工找藉口。
繼之,本月8日外媒報導,台積電欲派500位有經驗的工人前往美國協助建廠,但已遭該州有關工會發起請願,阻擋美國政府發給EB-2簽證。另外,台積電本月4日與美國亞利桑那州政府簽署了有關勞工的自願保護計畫,該州州長表示,台積電已接受該州對建築工人以高於美國聯邦政府標準的安全監督和審查。
台積電赴美投資完全是為了配合美國的政治和經濟利益,不僅未能得到應有的協助,卻得如此屈膝卑躬的因應各方的需索和強悍態度對待,委實令人感到不值,其未來營運將遭遇的一波波險阻還不知會伊於胡底,不禁要呼籲台積電:該離開美國的時候就離開吧!
美國合格建廠工人不足、效率比不上台灣,是公認的現象;半導體廠建廠要求特殊,當地建廠生態體系薄弱,導致建廠進度落後亦是明擺的事實。台積電不得不派遣台灣相關人員前往支援,有利盡早進入營運、進用高薪人員,卻落得商會主席的反嗆、工會的抵制,真是情何以堪。
該位主席舉英特爾建廠為例,說明英特爾的建廠都能順利完成,更是可笑。先不談在先進製程英特爾目前是如何地處於落後,該公司執行長基辛格一方面批判台灣處於地緣政治風險,另方面卻搭機來台求取台積電的產能,若無美國政府的撐腰,英特爾豈能如此如魚得水?亞倫.巴特勒舉英特爾為例,豈不是正好自曝美國製造業走下坡的問題所在!
其次,台積電建廠對建築工人的保護為何要接受高於美國聯邦政府規定的歧視性待遇?美國政府既然有其規定,為何不照規定走?該等規定是形同虛設,還是因人而異,對台積電「軟土深掘」?
美國最大的問題是還活在一國獨大的世界裡,不知檢討自己為何國力會日漸衰敗。其智庫America Compass兩位專家Oren Cass和Richard Oyeniran早在2021年5月共同發表了〈美國微晶片走下坡〉的文章,指出美國半導體產業衰落是最近數十年多方面重大經濟失策的過程,例如經濟學者對全球化動力的誤判、決策者忽視科技領導地位的重要,以及企業領導者重視股東獲利勝過投資等。"
The US is making the world safe for Capitalists, not for the people, including Americans.
It is now changing to 'making the world safe for Capitalists, except Chinese capitalists.

Re: All roads lead to Phoenix. But No Water + No Workers = No Chips

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Subject: Re: All roads lead to Phoenix. But No Water + No Workers = No Chips
From: bmo...@nyx.net (bmoore)
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 by: bmoore - Sat, 19 Aug 2023 15:55 UTC

On Friday, August 18, 2023 at 10:58:05 AM UTC-7, ltlee1 wrote:
> On Thursday, August 17, 2023 at 7:00:35 PM UTC-4, bmoore wrote:
> > On Thursday, August 17, 2023 at 1:18:06 PM UTC-7, ltlee1 wrote:
> > > On Monday, August 7, 2023 at 4:28:54 PM UTC-4, ltlee1 wrote:
> > > > "All roads lead to Phoenix. On the gravy train of greenfield investment riding on the back of Inflation Reduction Act legislative incentives in the United States, no county ranks higher than Arizona’s Maricopa. The county leads the nation in foreign direct investment, with Taiwan Semiconductor Manufacturing Corp. (TSMC), Intel, LG Energy, and others expanding their footprint in the Grand Canyon State. But Phoenix is neither the next Rome nor the next Detroit. The reasons boil down to workers and water.
> > > >
> > > > First, the labor. America’s skilled worker shortage has been well documented since before the Trump-era immigration slump and pandemic border closures. Especially in the tech industry—the United States’ most productive, high-wage, and globally dominant sector—a huge deficit in homegrown engineering talent and endlessly bungled immigration policies have left Big Tech with no choice but to outsource more jobs abroad.
> > > >
> > > > Arizona dangled its low taxes and sunshine, but TSMC has had to fly in Taiwanese technicians to jump-start production at the 4 nanometer chip plant that was meant to be completed by 2024, but has been delayed until 2025 at the earliest.
> > > >
> > > > The salvage operation calls into question whether the more advanced and miniaturized 3 nanometer plant—scheduled to open in 2026 will stay on course. (With two-thirds of its customer base—including Apple, AMD, Qualcomm, Broadcom, Nvidia, Marvell, Analog Devices, and Intel—in the United States, it’s no wonder TSMC wants to speed things up.)
> > > >
> > > > https://foreignpolicy.com/2023/08/04/tsmc-taiwan-arizona-semiconductors-climate-canada-labor-water/
> > > Danny Seiden, president and CEO of the Arizona Chamber of Commerce dutifully responded to the above with an article
> > > entitled "Arizona Is Not Running Out of Water or Workers".
> > > https://foreignpolicy.com/2023/08/15/tsmc-semiconductors-arizona-taiwan-climate-chips/?
> > > "Contrary to what the authors wrote, the new model has not frozen new housing construction in the Phoenix area. In fact,
> > > the region has more than 80,000 new houses in the pipeline for which water certificates have been issued." And the author
> > > gave the following link the response:
> > >
> > > https://www.nbcnews.com/news/us-news/arizona-limits-new-housing-phoenix-dwindling-water-supply-rcna87390
> > >
> > > Click the provided link and, viola, an article with the headline and sub-headline of
> > > "Arizona limits new housing around Phoenix because of dwindling water supply
> > > Officials said developers could still build in the affected areas but would need to find alternative water sources to
> > > do so — such as surface or recycled water."
> > >
> > > And of course, Arizona is not running out of water providing that manufacturers built and run their own
> > > water recycle system.
> > >
> > > "Intel’s 12-acre onsite water reclamation facility at its Ocotillo campus in Chandler, Arizona, treats more than 9
> > > million gallons of water a day, enabling its four fabs and counting to reuse water constantly within its systems.
> > > ...
> > > Likewise, TSMC, which announced a $40 billion investment to build two high-tech fabs in the state, is in the
> > > planning stage of building an onsite water reclamation plant, enabling its Arizona operations to achieve near-zero
> > > liquid discharge."
> > Maybe TSMC is concerned about consequences of the invasion of the free people of Taiwan. Water would be the least of TSMC's problems.
> https://www.chinatimes.com/opinion/20230811004423-262104?chdtv
> "上月20日台積電法說會說明該公司美國亞利桑那州投資案進度,4奈米廠量產時間將因其第1期晶圓廠設備安裝專業人才不足而由2014年延至2015年,隨即引發該州建築暨營造商會主席亞倫.巴特勒的嚴厲反嗆,認為台積電是在為其財務績效不如理想及想要引進低薪勞工找藉口。
>
> 繼之,本月8日外媒報導,台積電欲派500位有經驗的工人前往美國協助建廠,但已遭該州有關工會發起請願,阻擋美國政府發給EB-2簽證。另外,台積電本月4日與美國亞利桑那州政府簽署了有關勞工的自願保護計畫,該州州長表示,台積電已接受該州對建築工人以高於美國聯邦政府標準的安全監督和審查。
>
> 台積電赴美投資完全是為了配合美國的政治和經濟利益,不僅未能得到應有的協助,卻得如此屈膝卑躬的因應各方的需索和強悍態度對待,委實令人感到不值,其未來營運將遭遇的一波波險阻還不知會伊於胡底,不禁要呼籲台積電:該離開美國的時候就離開吧!
>
> 美國合格建廠工人不足、效率比不上台灣,是公認的現象;半導體廠建廠要求特殊,當地建廠生態體系薄弱,導致建廠進度落後亦是明擺的事實。台積電不得不派遣台灣相關人員前往支援,有利盡早進入營運、進用高薪人員,卻落得商會主席的反嗆、工會的抵制,真是情何以堪。
>
> 該位主席舉英特爾建廠為例,說明英特爾的建廠都能順利完成,更是可笑。先不談在先進製程英特爾目前是如何地處於落後,該公司執行長基辛格一方面批判台灣處於地緣政治風險,另方面卻搭機來台求取台積電的產能,若無美國政府的撐腰,英特爾豈能如此如魚得水?亞倫.巴特勒舉英特爾為例,豈不是正好自曝美國製造業走下坡的問題所在!
>
> 其次,台積電建廠對建築工人的保護為何要接受高於美國聯邦政府規定的歧視性待遇?美國政府既然有其規定,為何不照規定走?該等規定是形同虛設,還是因人而異,對台積電「軟土深掘」?
>
> 美國最大的問題是還活在一國獨大的世界裡,不知檢討自己為何國力會日漸衰敗。其智庫America Compass兩位專家Oren Cass和Richard Oyeniran早在2021年5月共同發表了〈美國微晶片走下坡〉的文章,指出美國半導體產業衰落是最近數十年多方面重大經濟失策的過程,例如經濟學者對全球化動力的誤判、決策者忽視科技領導地位的重要,以及企業領導者重視股東獲利勝過投資等。"
>
> The US is making the world safe for Capitalists, not for the people, including Americans.
> It is now changing to 'making the world safe for Capitalists, except Chinese capitalists.
The workers of TSMC in Taiwan are included among the free people of Taiwan. TSMC has much to fear from a PRC invasion. Obviously.
You are entitled to your own opinion, but not your own facts.

Re: All roads lead to Phoenix. But No Water + No Workers = No Chips

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Subject: Re: All roads lead to Phoenix. But No Water + No Workers = No Chips
From: ltl...@hotmail.com (ltlee1)
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 by: ltlee1 - Sat, 19 Aug 2023 18:29 UTC

On Saturday, August 19, 2023 at 11:56:00 AM UTC-4, bmoore wrote:
> On Friday, August 18, 2023 at 10:58:05 AM UTC-7, ltlee1 wrote:
> > On Thursday, August 17, 2023 at 7:00:35 PM UTC-4, bmoore wrote:
> > > On Thursday, August 17, 2023 at 1:18:06 PM UTC-7, ltlee1 wrote:
> > > > On Monday, August 7, 2023 at 4:28:54 PM UTC-4, ltlee1 wrote:
> > > > > "All roads lead to Phoenix. On the gravy train of greenfield investment riding on the back of Inflation Reduction Act legislative incentives in the United States, no county ranks higher than Arizona’s Maricopa. The county leads the nation in foreign direct investment, with Taiwan Semiconductor Manufacturing Corp. (TSMC), Intel, LG Energy, and others expanding their footprint in the Grand Canyon State. But Phoenix is neither the next Rome nor the next Detroit. The reasons boil down to workers and water.
> > > > >
> > > > > First, the labor. America’s skilled worker shortage has been well documented since before the Trump-era immigration slump and pandemic border closures. Especially in the tech industry—the United States’ most productive, high-wage, and globally dominant sector—a huge deficit in homegrown engineering talent and endlessly bungled immigration policies have left Big Tech with no choice but to outsource more jobs abroad.
> > > > >
> > > > > Arizona dangled its low taxes and sunshine, but TSMC has had to fly in Taiwanese technicians to jump-start production at the 4 nanometer chip plant that was meant to be completed by 2024, but has been delayed until 2025 at the earliest.
> > > > >
> > > > > The salvage operation calls into question whether the more advanced and miniaturized 3 nanometer plant—scheduled to open in 2026 will stay on course. (With two-thirds of its customer base—including Apple, AMD, Qualcomm, Broadcom, Nvidia, Marvell, Analog Devices, and Intel—in the United States, it’s no wonder TSMC wants to speed things up.)
> > > > >
> > > > > https://foreignpolicy.com/2023/08/04/tsmc-taiwan-arizona-semiconductors-climate-canada-labor-water/
> > > > Danny Seiden, president and CEO of the Arizona Chamber of Commerce dutifully responded to the above with an article
> > > > entitled "Arizona Is Not Running Out of Water or Workers".
> > > > https://foreignpolicy.com/2023/08/15/tsmc-semiconductors-arizona-taiwan-climate-chips/?
> > > > "Contrary to what the authors wrote, the new model has not frozen new housing construction in the Phoenix area. In fact,
> > > > the region has more than 80,000 new houses in the pipeline for which water certificates have been issued." And the author
> > > > gave the following link the response:
> > > >
> > > > https://www.nbcnews.com/news/us-news/arizona-limits-new-housing-phoenix-dwindling-water-supply-rcna87390
> > > >
> > > > Click the provided link and, viola, an article with the headline and sub-headline of
> > > > "Arizona limits new housing around Phoenix because of dwindling water supply
> > > > Officials said developers could still build in the affected areas but would need to find alternative water sources to
> > > > do so — such as surface or recycled water."
> > > >
> > > > And of course, Arizona is not running out of water providing that manufacturers built and run their own
> > > > water recycle system.
> > > >
> > > > "Intel’s 12-acre onsite water reclamation facility at its Ocotillo campus in Chandler, Arizona, treats more than 9
> > > > million gallons of water a day, enabling its four fabs and counting to reuse water constantly within its systems.
> > > > ...
> > > > Likewise, TSMC, which announced a $40 billion investment to build two high-tech fabs in the state, is in the
> > > > planning stage of building an onsite water reclamation plant, enabling its Arizona operations to achieve near-zero
> > > > liquid discharge."
> > > Maybe TSMC is concerned about consequences of the invasion of the free people of Taiwan. Water would be the least of TSMC's problems.
> > https://www.chinatimes.com/opinion/20230811004423-262104?chdtv
> > "上月20日台積電法說會說明該公司美國亞利桑那州投資案進度,4奈米廠量產時間將因其第1期晶圓廠設備安裝專業人才不足而由2014年延至2015年,隨即引發該州建築暨營造商會主席亞倫.巴特勒的嚴厲反嗆,認為台積電是在為其財務績效不如理想及想要引進低薪勞工找藉口。
> >
> > 繼之,本月8日外媒報導,台積電欲派500位有經驗的工人前往美國協助建廠,但已遭該州有關工會發起請願,阻擋美國政府發給EB-2簽證。另外,台積電本月4日與美國亞利桑那州政府簽署了有關勞工的自願保護計畫,該州州長表示,台積電已接受該州對建築工人以高於美國聯邦政府標準的安全監督和審查。
> >
> > 台積電赴美投資完全是為了配合美國的政治和經濟利益,不僅未能得到應有的協助,卻得如此屈膝卑躬的因應各方的需索和強悍態度對待,委實令人感到不值,其未來營運將遭遇的一波波險阻還不知會伊於胡底,不禁要呼籲台積電:該離開美國的時候就離開吧!
> >
> > 美國合格建廠工人不足、效率比不上台灣,是公認的現象;半導體廠建廠要求特殊,當地建廠生態體系薄弱,導致建廠進度落後亦是明擺的事實。台積電不得不派遣台灣相關人員前往支援,有利盡早進入營運、進用高薪人員,卻落得商會主席的反嗆、工會的抵制,真是情何以堪。
> >
> > 該位主席舉英特爾建廠為例,說明英特爾的建廠都能順利完成,更是可笑。先不談在先進製程英特爾目前是如何地處於落後,該公司執行長基辛格一方面批判台灣處於地緣政治風險,另方面卻搭機來台求取台積電的產能,若無美國政府的撐腰,英特爾豈能如此如魚得水?亞倫.巴特勒舉英特爾為例,豈不是正好自曝美國製造業走下坡的問題所在!
> >
> > 其次,台積電建廠對建築工人的保護為何要接受高於美國聯邦政府規定的歧視性待遇?美國政府既然有其規定,為何不照規定走?該等規定是形同虛設,還是因人而異,對台積電「軟土深掘」?
> >
> > 美國最大的問題是還活在一國獨大的世界裡,不知檢討自己為何國力會日漸衰敗。其智庫America Compass兩位專家Oren Cass和Richard Oyeniran早在2021年5月共同發表了〈美國微晶片走下坡〉的文章,指出美國半導體產業衰落是最近數十年多方面重大經濟失策的過程,例如經濟學者對全球化動力的誤判、決策者忽視科技領導地位的重要,以及企業領導者重視股東獲利勝過投資等。"
> >
> > The US is making the world safe for Capitalists, not for the people, including Americans.
> > It is now changing to 'making the world safe for Capitalists, except Chinese capitalists.
> The workers of TSMC in Taiwan are included among the free people of Taiwan. TSMC has much to fear from a PRC invasion. Obviously.
>
> You are entitled to your own opinion, but not your own facts.
Which facts you are talking about?
1. The following quote was written by Taiwanese currently living in Taiwan. If you think you are more knowledge, please inform.
"台積電赴美投資完全是為了配合美國的政治和經濟利益,不僅未能得到應有的協助,卻得如此屈膝卑躬的因應各方的需索和強
悍態度對待,委實令人感到不值,其未來營運將遭遇的一波波險阻還不知會伊於胡底,不禁要呼籲台積電:該離開美國的時候
就離開吧!"
"TSMC's investment in the United States is entirely for the political and economic interests of the United States. Not only did it
fail to receive the assistance it deserved, but it was so humiliated by various US demands and aggressive attitudes . It really
makes people feel worthless. It is still unknown what waves of risk it would face and when would such risk end in its future
operation. So I can't help but appeal to TSMC: When it's time to leave the United States, leave!"
2. Concerning to your so called free people Taiwan, which God or gods have decreed that? Or it is a matter of someone's say so?
Taiwan is not perfect. But Taiwanese workers and their children may not be as free as US workers. At least, they do not need to
worry about being shot all the time. Nor becoming statistics of in the Epidemic of despair?

Re: All roads lead to Phoenix. But No Water + No Workers = No Chips

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Subject: Re: All roads lead to Phoenix. But No Water + No Workers = No Chips
From: bmo...@nyx.net (bmoore)
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 by: bmoore - Mon, 21 Aug 2023 14:59 UTC

On Saturday, August 19, 2023 at 11:29:22 AM UTC-7, ltlee1 wrote:
> On Saturday, August 19, 2023 at 11:56:00 AM UTC-4, bmoore wrote:
> > On Friday, August 18, 2023 at 10:58:05 AM UTC-7, ltlee1 wrote:
> > > On Thursday, August 17, 2023 at 7:00:35 PM UTC-4, bmoore wrote:
> > > > On Thursday, August 17, 2023 at 1:18:06 PM UTC-7, ltlee1 wrote:
> > > > > On Monday, August 7, 2023 at 4:28:54 PM UTC-4, ltlee1 wrote:
> > > > > > "All roads lead to Phoenix. On the gravy train of greenfield investment riding on the back of Inflation Reduction Act legislative incentives in the United States, no county ranks higher than Arizona’s Maricopa. The county leads the nation in foreign direct investment, with Taiwan Semiconductor Manufacturing Corp. (TSMC), Intel, LG Energy, and others expanding their footprint in the Grand Canyon State. But Phoenix is neither the next Rome nor the next Detroit. The reasons boil down to workers and water.
> > > > > >
> > > > > > First, the labor. America’s skilled worker shortage has been well documented since before the Trump-era immigration slump and pandemic border closures. Especially in the tech industry—the United States’ most productive, high-wage, and globally dominant sector—a huge deficit in homegrown engineering talent and endlessly bungled immigration policies have left Big Tech with no choice but to outsource more jobs abroad.
> > > > > >
> > > > > > Arizona dangled its low taxes and sunshine, but TSMC has had to fly in Taiwanese technicians to jump-start production at the 4 nanometer chip plant that was meant to be completed by 2024, but has been delayed until 2025 at the earliest.
> > > > > >
> > > > > > The salvage operation calls into question whether the more advanced and miniaturized 3 nanometer plant—scheduled to open in 2026 will stay on course. (With two-thirds of its customer base—including Apple, AMD, Qualcomm, Broadcom, Nvidia, Marvell, Analog Devices, and Intel—in the United States, it’s no wonder TSMC wants to speed things up.)
> > > > > >
> > > > > > https://foreignpolicy.com/2023/08/04/tsmc-taiwan-arizona-semiconductors-climate-canada-labor-water/
> > > > > Danny Seiden, president and CEO of the Arizona Chamber of Commerce dutifully responded to the above with an article
> > > > > entitled "Arizona Is Not Running Out of Water or Workers".
> > > > > https://foreignpolicy.com/2023/08/15/tsmc-semiconductors-arizona-taiwan-climate-chips/?
> > > > > "Contrary to what the authors wrote, the new model has not frozen new housing construction in the Phoenix area. In fact,
> > > > > the region has more than 80,000 new houses in the pipeline for which water certificates have been issued." And the author
> > > > > gave the following link the response:
> > > > >
> > > > > https://www.nbcnews.com/news/us-news/arizona-limits-new-housing-phoenix-dwindling-water-supply-rcna87390
> > > > >
> > > > > Click the provided link and, viola, an article with the headline and sub-headline of
> > > > > "Arizona limits new housing around Phoenix because of dwindling water supply
> > > > > Officials said developers could still build in the affected areas but would need to find alternative water sources to
> > > > > do so — such as surface or recycled water."
> > > > >
> > > > > And of course, Arizona is not running out of water providing that manufacturers built and run their own
> > > > > water recycle system.
> > > > >
> > > > > "Intel’s 12-acre onsite water reclamation facility at its Ocotillo campus in Chandler, Arizona, treats more than 9
> > > > > million gallons of water a day, enabling its four fabs and counting to reuse water constantly within its systems.
> > > > > ...
> > > > > Likewise, TSMC, which announced a $40 billion investment to build two high-tech fabs in the state, is in the
> > > > > planning stage of building an onsite water reclamation plant, enabling its Arizona operations to achieve near-zero
> > > > > liquid discharge."
> > > > Maybe TSMC is concerned about consequences of the invasion of the free people of Taiwan. Water would be the least of TSMC's problems.
> > > https://www.chinatimes.com/opinion/20230811004423-262104?chdtv
> > > "上月20日台積電法說會說明該公司美國亞利桑那州投資案進度,4奈米廠量產時間將因其第1期晶圓廠設備安裝專業人才不足而由2014年延至2015年,隨即引發該州建築暨營造商會主席亞倫.巴特勒的嚴厲反嗆,認為台積電是在為其財務績效不如理想及想要引進低薪勞工找藉口。
> > >
> > > 繼之,本月8日外媒報導,台積電欲派500位有經驗的工人前往美國協助建廠,但已遭該州有關工會發起請願,阻擋美國政府發給EB-2簽證。另外,台積電本月4日與美國亞利桑那州政府簽署了有關勞工的自願保護計畫,該州州長表示,台積電已接受該州對建築工人以高於美國聯邦政府標準的安全監督和審查。
> > >
> > > 台積電赴美投資完全是為了配合美國的政治和經濟利益,不僅未能得到應有的協助,卻得如此屈膝卑躬的因應各方的需索和強悍態度對待,委實令人感到不值,其未來營運將遭遇的一波波險阻還不知會伊於胡底,不禁要呼籲台積電:該離開美國的時候就離開吧!
> > >
> > > 美國合格建廠工人不足、效率比不上台灣,是公認的現象;半導體廠建廠要求特殊,當地建廠生態體系薄弱,導致建廠進度落後亦是明擺的事實。台積電不得不派遣台灣相關人員前往支援,有利盡早進入營運、進用高薪人員,卻落得商會主席的反嗆、工會的抵制,真是情何以堪。
> > >
> > > 該位主席舉英特爾建廠為例,說明英特爾的建廠都能順利完成,更是可笑。先不談在先進製程英特爾目前是如何地處於落後,該公司執行長基辛格一方面批判台灣處於地緣政治風險,另方面卻搭機來台求取台積電的產能,若無美國政府的撐腰,英特爾豈能如此如魚得水?亞倫.巴特勒舉英特爾為例,豈不是正好自曝美國製造業走下坡的問題所在!
> > >
> > > 其次,台積電建廠對建築工人的保護為何要接受高於美國聯邦政府規定的歧視性待遇?美國政府既然有其規定,為何不照規定走?該等規定是形同虛設,還是因人而異,對台積電「軟土深掘」?
> > >
> > > 美國最大的問題是還活在一國獨大的世界裡,不知檢討自己為何國力會日漸衰敗。其智庫America Compass兩位專家Oren Cass和Richard Oyeniran早在2021年5月共同發表了〈美國微晶片走下坡〉的文章,指出美國半導體產業衰落是最近數十年多方面重大經濟失策的過程,例如經濟學者對全球化動力的誤判、決策者忽視科技領導地位的重要,以及企業領導者重視股東獲利勝過投資等。"
> > >
> > > The US is making the world safe for Capitalists, not for the people, including Americans.
> > > It is now changing to 'making the world safe for Capitalists, except Chinese capitalists.
> > The workers of TSMC in Taiwan are included among the free people of Taiwan. TSMC has much to fear from a PRC invasion. Obviously.
> >
> > You are entitled to your own opinion, but not your own facts.
> Which facts you are talking about?
> 1. The following quote was written by Taiwanese currently living in Taiwan. If you think you are more knowledge, please inform.
> "台積電赴美投資完全是為了配合美國的政治和經濟利益,不僅未能得到應有的協助,卻得如此屈膝卑躬的因應各方的需索和強
> 悍態度對待,委實令人感到不值,其未來營運將遭遇的一波波險阻還不知會伊於胡底,不禁要呼籲台積電:該離開美國的時候
> 就離開吧!"
>
> "TSMC's investment in the United States is entirely for the political and economic interests of the United States. Not only did it
> fail to receive the assistance it deserved, but it was so humiliated by various US demands and aggressive attitudes . It really
> makes people feel worthless. It is still unknown what waves of risk it would face and when would such risk end in its future
> operation. So I can't help but appeal to TSMC: When it's time to leave the United States, leave!"
>
> 2. Concerning to your so called free people Taiwan, which God or gods have decreed that? Or it is a matter of someone's say so?
It's truth. You're not entitled to your own facts or to talk away the truth with words.
> Taiwan is not perfect. But Taiwanese workers and their children may not be as free as US workers. At least, they do not need to
> worry about being shot all the time. Nor becoming statistics of in the Epidemic of despair?


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interests / soc.culture.china / All roads lead to Phoenix. But No Water + No Workers = No Chips

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