"TAIPEI -- As U.S. lawmakers look to invest $52 billion in the American chip industry, the founder of Taiwan Semiconductor Manufacturing Co. calls the plan far too small for rebuilding a complete supply chain in the country.

Morris Chang, an American citizen who founded the company that is now the world's most valuable chipmaker, says it would be impossible for the U.S. to have a full chip supply chain onshore even if it spent far more -- and that such a move may not be financially desirable in any case.

"If you want to reestablish a complete semiconductor supply chain in the U.S., you will not find it as a possible task," Chang told a tech industry forum in Taipei on Tuesday night. "Even after you spend hundreds of billions of dollars, you will still find the supply chain to be incomplete, and you will find that it will be very high cost, much higher costs than what you currently have."

The U.S. accounted for 37% of global semiconductor manufacturing in the 1990s, but has fallen to 12%, Semiconductor Industry Association data shows.
....
Chang's comments Tuesday were the first time he directly and publicly questioned Washington's efforts to rebuild semiconductor manufacturing. His criticism comes despite TSMC's move to build an advanced chip facility in the U..S. state of Arizona in response to the government's campaign."

https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-founder-chides-U.S.-plan-for-full-chip-supply-chain-onshore

On Wednesday, October 27, 2021 at 6:14:59 PM UTC-7, ltlee1 wrote:
> "TAIPEI -- As U.S. lawmakers look to invest $52 billion in the American chip industry, the founder of Taiwan Semiconductor Manufacturing Co. calls the plan far too small for rebuilding a complete supply chain in the country..
>
> Morris Chang, an American citizen who founded the company that is now the world's most valuable chipmaker, says it would be impossible for the U.S. to have a full chip supply chain onshore even if it spent far more -- and that such a move may not be financially desirable in any case.
>
> "If you want to reestablish a complete semiconductor supply chain in the U.S., you will not find it as a possible task," Chang told a tech industry forum in Taipei on Tuesday night. "Even after you spend hundreds of billions of dollars, you will still find the supply chain to be incomplete, and you will find that it will be very high cost, much higher costs than what you currently have."
>
> The U.S. accounted for 37% of global semiconductor manufacturing in the 1990s, but has fallen to 12%, Semiconductor Industry Association data shows.
> ...
> Chang's comments Tuesday were the first time he directly and publicly questioned Washington's efforts to rebuild semiconductor manufacturing. His criticism comes despite TSMC's move to build an advanced chip facility in the U.S. state of Arizona in response to the government's campaign."
>
> https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-founder-chides-U.S.-plan-for-full-chip-supply-chain-onshore

China is also planning to build up their chip industry...
And Japan, South Korea,... and other countries...

A supply chain is not possible in today's economic model whereby
globalization has already taken roots for years since the 80s.

Work is staggered around the world because of key elements of overhead cost
efficiency, available of resourceful manpower, and supply resourcing.

Also, there are market entry, supply connectivity, distribution network,
service location.

Additionally, a well-developed infrastructures with fast and efficient
network connections are key elements to it, too.

Finally, speed of life, wizard of cooperation, pace of work life, hard work
culture, and the spirit of the heart are the ultimate ingredients that made
them all.

All these are irretrievably impossible to change at all. Even the pouring of
billions of dollars will not change it.

Therefore, it's naive of the US in trying to rebuild a complete supply chain
in the country.

They do not have the ingredients of spirit of the heart, speed, cooperation,
work culture, to restart, rebuild, maintain, and sustain it at all.

The cost and time is extremely impossible to achieve them. It is like
pouring water into the drains and then drained to the sea for nothing.

"ltlee1" wrote in message
news:1b5025c9-2a8f-450d-8795-080cc3365735n@googlegroups.com...

"TAIPEI -- As U.S. lawmakers look to invest $52 billion in the American chip
industry, the founder of Taiwan Semiconductor Manufacturing Co. calls the
plan far too small for rebuilding a complete supply chain in the country.

Morris Chang, an American citizen who founded the company that is now the
world's most valuable chipmaker, says it would be impossible for the U.S. to
have a full chip supply chain onshore even if it spent far more -- and that
such a move may not be financially desirable in any case.

"If you want to reestablish a complete semiconductor supply chain in the
U.S., you will not find it as a possible task," Chang told a tech industry
forum in Taipei on Tuesday night. "Even after you spend hundreds of billions
of dollars, you will still find the supply chain to be incomplete, and you
will find that it will be very high cost, much higher costs than what you
currently have."

The U.S. accounted for 37% of global semiconductor manufacturing in the
1990s, but has fallen to 12%, Semiconductor Industry Association data shows.
....
Chang's comments Tuesday were the first time he directly and publicly
questioned Washington's efforts to rebuild semiconductor manufacturing. His
criticism comes despite TSMC's move to build an advanced chip facility in
the U.S. state of Arizona in response to the government's campaign."

https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-founder-chides-U.S.-plan-for-full-chip-supply-chain-onshore

Two factors:
1. US supply chain is quite fragmented.
"...the US had accounted for 37% of global semiconductor manufacturing in the 1990s,
this had fallen to 12% now,"

2. The world is no longer flat like decades before.
"In his address in Taipei, Chang claimed that some of those pushing for a chip supply
chain in the US were driven by self-interest. Gelsinger was pushing for more manufacturing
in the US "as it is not safe in Taiwan and it is not safe in South Korea," he said, adding that
Intel hoped to secure funding from the $52 billion subsidy package.

But he said rethinking the supply chain would be a difficult thing for everyone involved.

"In the past, companies in the US or in Asia were growing and prospering thanks to
globalisation and free trade," he said. Chang cited New York Times columnist Thomas
Friedman's book, The World Is Flat, in which the commentator analyses globalisation
and the opportunities it creates for nations.

"Well, Tom, the world is not flat anymore," he said. "This is going to be a challenge for
the Asian semiconductor industry, global semiconductor industry, including Intel."

https://itwire.com/government-tech-policy/tsmc-founder-questions-us-move-to-rebuild-chip-supply-chain.html

On Saturday, October 30, 2021 at 6:14:55 PM UTC-5, .kitaro.. wrote:
> A supply chain is not possible in today's economic model whereby
> globalization has already taken roots for years since the 80s.
>
> Work is staggered around the world because of key elements of overhead cost
> efficiency, available of resourceful manpower, and supply resourcing.
>
> Also, there are market entry, supply connectivity, distribution network,
> service location.
>
> Additionally, a well-developed infrastructures with fast and efficient
> network connections are key elements to it, too.
>
> Finally, speed of life, wizard of cooperation, pace of work life, hard work
> culture, and the spirit of the heart are the ultimate ingredients that made
> them all.
>
> All these are irretrievably impossible to change at all. Even the pouring of
> billions of dollars will not change it.
>
> Therefore, it's naive of the US in trying to rebuild a complete supply chain
> in the country.
>
> They do not have the ingredients of spirit of the heart, speed, cooperation,
> work culture, to restart, rebuild, maintain, and sustain it at all.
>
> The cost and time is extremely impossible to achieve them. It is like
> pouring water into the drains and then drained to the sea for nothing.
>
>
>
>
> "ltlee1" wrote in message
> news:1b5025c9-2a8f-450d...@googlegroups.com...
> "TAIPEI -- As U.S. lawmakers look to invest $52 billion in the American chip
> industry, the founder of Taiwan Semiconductor Manufacturing Co. calls the
> plan far too small for rebuilding a complete supply chain in the country.
>
> Morris Chang, an American citizen who founded the company that is now the
> world's most valuable chipmaker, says it would be impossible for the U.S. to
> have a full chip supply chain onshore even if it spent far more -- and that
> such a move may not be financially desirable in any case.
>
> "If you want to reestablish a complete semiconductor supply chain in the
> U.S., you will not find it as a possible task," Chang told a tech industry
> forum in Taipei on Tuesday night. "Even after you spend hundreds of billions
> of dollars, you will still find the supply chain to be incomplete, and you
> will find that it will be very high cost, much higher costs than what you
> currently have."
>
> The U.S. accounted for 37% of global semiconductor manufacturing in the
> 1990s, but has fallen to 12%, Semiconductor Industry Association data shows.
> ...
> Chang's comments Tuesday were the first time he directly and publicly
> questioned Washington's efforts to rebuild semiconductor manufacturing. His
> criticism comes despite TSMC's move to build an advanced chip facility in
> the U.S. state of Arizona in response to the government's campaign."
>
> https://asia.nikkei.com/Business/Tech/Semiconductors/TSMC-founder-chides-U.S.-plan-for-full-chip-supply-chain-onshore