Re: $22bn Won’t go far?
TSMC's $12 billion factory, if devoted entirely to making chips for ONLY the iPhone, could only supply 75% of Apple's needs even if every chip worked perfectly (yield is never 100%)
It is also going to be at least four years out of date by the time it is built, since it is targeting the process TSMC is currently ramping into mass production (5nm) even though it will be started in 2021 and couldn't be in production any earlier than 2024.
The number of wafers consumed for memory & flash is a lot higher than that consumed for CPUs, ASICs, etc. so this wouldn't come even remotely close to meeting US demand. Most likely it'll end up being a giveaway to Intel and Micron, and won't induce other big players like TSMC or Samsung to increase their investment in the US.
Biting the hand that feeds IT
