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Started By
Message
re: Nvidia and TSMC unveil first Blackwell chip wafer made in U.S.
Posted on 10/20/25 at 8:49 am to Penrod
Posted on 10/20/25 at 8:49 am to Penrod
quote:
We will need to continually subsidize them to continue.
Why?
Because it took massive incentives, including 25% tax breaks to get the factory here.
The US government gave TSMC 6 billion dollars to build here. They have massive tax breaks to continue.
Its socialization. We complain about Chinas subsidizing industry, look at this.
quote:
The incentives for TSMC's factory in Arizona include a $6.6 billion direct funding award under the CHIPS Incentives Program, which is part of the broader CHIPS and Science Act. This funding is aimed at supporting TSMC's planned investment of $65 billion in three state-of-the-art fabrication facilities in Phoenix, Arizona. The award is part of a larger initiative to boost semiconductor production in the U.S. and includes up to $5 billion in low-cost government loans. TSMC's investment is expected to create over 20,000 jobs and contribute significantly to the U.S. semiconductor industry. The funding will be disbursed based on TSMC's completion of project milestones, with at least $1 billion expected to be released by the end of the year. TSMC has also agreed to forgo stock buybacks for five years and share any excess profits with the U.S. government under an "upside sharing agreement".
2
Posted on 10/20/25 at 8:50 am to stout
Another L for the cucker
He will make some excuse why this is bad
He will make some excuse why this is bad
Posted on 10/20/25 at 8:50 am to antibarner
quote:
That's MILES from double digits
I never said double digit. Just another lying MAGA ****.
Posted on 10/20/25 at 8:51 am to SDVTiger
quote:
He will make some excuse why this is bad
Its not bad if you like socialism.
Posted on 10/20/25 at 8:51 am to stout
quote:
Our board world economics expert Rogertheshrubber told us tariffs wouldn't bring back American manufacturing but the world's 8th richest man, and founder of the most dominant chip maker, is saying differently. I don't know who to believe.
Are you so stupid that you think that they decided to build fab after the tariffs were put into place?
Posted on 10/20/25 at 8:53 am to antibarner
quote:
That's MILES from double digits. We might be baws but we CAN count.
Two points in his favor about this; first, he said inflation will lag, so just because it hasn’t gotten there yet doesn’t mean he is not correct. Second, he said that about the first draconian tariffs Trump announced. Of course, Trump never intended those as more of an anchoring shock.
One point against Roger is that tariffs are not inflationary. They might cause prices to go up some but that would be a step change that is not inflationary because it neither increases the money in circulation nor decreases the supply of goods. And the increase in cost of some goods will leave less money to chase the remaining goods, so fairly neutral on inflation.
Posted on 10/20/25 at 8:53 am to RogerTheShrubber
Ohhh. .6 vs double digits. 
Posted on 10/20/25 at 8:54 am to Rebel
quote:
Ohhh. .6 vs double digits.
Why do you figs lie so much?
Link to double digits
Posted on 10/20/25 at 8:54 am to BhamDore
quote:
The CHIPS act was signed in 2022
And the announcement of this fab was made in 2020
This has absolutely nothing to do with the recent round of tariffs OR the CHIPS act.
Posted on 10/20/25 at 8:55 am to Powerman
quote:
And the announcement of this fab was made in 2020
I posted a link. MAGA isnt literate, evidently.
Posted on 10/20/25 at 8:59 am to RogerTheShrubber
quote:
We will need to continually subsidize them to continue.
Why?
Because it took massive incentives, including 25% tax breaks to get the factory here.
The US government gave TSMC 6 billion dollars to build here. They have massive tax breaks to continue.
Its socialization. We complain about Chinas subsidizing industry
Oh, I understand it took a lot to get them to abandon expensive factories in Taiwan to build expensive ones here, but once built and operating them the incentives will work the other way, and we should be able to gradually withdraw the tax breaks. We both know that will depend more on bribes than what’s best, but we should be able to withdraw all support in ten years and they would be incentivized to stay put.
Posted on 10/20/25 at 8:59 am to Powerman
quote:
And the announcement of this fab was made in 2020
That has very little to do with forcing Nvidia to onshore it's manufacturing. Tariffs have more to do with it hence the NVIDIA CEO giving credit to Trump's tariffs
quote:
Why Tariffs Matter More Than the CHIPS Act for Nvidia
Nvidia doesn’t directly benefit from CHIPS Act subsidies in the same way as Intel or TSMC. Nvidia designs chips but does not manufacture them—its chips are produced by contractors like TSMC and Samsung, mostly in Taiwan and South Korea. The CHIPS Act funds fabrication, not design companies like Nvidia.
What does affect Nvidia directly is U.S. export controls and tariffs on Chinese manufacturing.
Tariffs make it more expensive to rely on Chinese-based supply chains for packaging, testing, and assembly.
Ongoing export restrictions on AI chips to China have forced Nvidia to redesign products and diversify where they're produced.
Without tarrifs or restrictions, NVIDA may never have onshored production
This post was edited on 10/20/25 at 9:01 am
Posted on 10/20/25 at 9:00 am to RogerTheShrubber
Its not bad if you like socialism.
When you hit rock bottom
When you hit rock bottom
Posted on 10/20/25 at 9:01 am to Penrod
quote:
Oh, I understand it took a lot to get them to abandon expensive factories in Taiwan to build expensive ones here, but once built and operating them the incentives will work the other way, and we should be able to gradually withdraw the tax breaks
Possibly.
We are also billions into the plant as we subsidized it from the start, though. We literally paid 10% of the cost of the facility as a grant.
When people talk about our economy being hijacked by billionaires, this is the kind of shite they are talking about.
Posted on 10/20/25 at 9:02 am to stout
The walls are closing in on Roger and his macroeconomic expertise
Posted on 10/20/25 at 9:04 am to RogerTheShrubber
quote:
We are also billions into the plant as we subsidized it from the start, though. We literally paid 10% of the cost of the facility as a grant.
When people talk about our economy being hijacked by billionaires, this is the kind of shite they are talking about.
I completely disagree with you on this. This was a matter of life and death for our country. We had to move production back to our shores, and companies had no economic incentive to do so. Therefore it was right and proper for our taxpayers to bear that cost.
Same is true for rare earths, ship building and some other manufacturing.
This post was edited on 10/20/25 at 9:05 am
Posted on 10/20/25 at 9:05 am to BurlesonCountyAg
quote:
The walls are closing in on Roger
To highlight the retardation of the OP and others, this plant was proposed in 2020, due to chip shortages and supply chain issues caused by your own governments and built after we gave them billions of dollars no strings attached.
Posted on 10/20/25 at 9:06 am to stout
quote:
Without tarrifs or restrictions, NVIDA may never have onshored production
You can post whatever you want. The plant was announced in 2020. If you're suggesting it was prior tariffs then you might have a point.
It certainly has absolutely nothing to do with the latest iteration of tariffs because that's not how the timeline works.
Posted on 10/20/25 at 9:06 am to Penrod
quote:
I completely disagree with you on this. This was a matter of life and death for our country. We had to move production back to our shores, and companies had no economic incentive to do so. Therefore it was right and proper for our taxpayers to bear that cost.
Roger wants to blanket-label everything as socialism without any nuance because he only understands things on a surface level.
Posted on 10/20/25 at 9:06 am to Penrod
quote:
I completely disagree with you on this. This was a matter of life and death for our country.
Caused by our own country and other governments overreaction to Covid.
At the time, we werent getting chips because of shutdowns. Our own country included. Thats when the move to produce chips occurred.
Its not a life or death situation if our own government felt we could close the economy and pay people not to work.
This post was edited on 10/20/25 at 9:08 am
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