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re: Nvidia and TSMC unveil first Blackwell chip wafer made in U.S.

Posted on 10/20/25 at 9:25 am to
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:25 am to
quote:


Why does that matter on the OP?


Because the tariffs did not bring chip mfg home.
Grants, payoffs and tax credits did.
Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:26 am to
quote:

So why are you taking his word as the ultimate authority on why it was built here?


On why the chips were built here? Because he has warned in the past making chips here would be costly and in the OP even admitted tariffs are the reason it is now feasible to do so.

Why can't you and Roger grasp that simple concept?

It's baffling. You two are hung up on the plant when that is but one piece. NVIDIA never had an obligation to use that plant just because it was built.
Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:28 am to
quote:

Because the tariffs did not bring chip mfg home.



NVIDIA never had to use that plant. If there were no obligations due to security concerns, or tariffs, they would never moved away from China or Taiwan.

Quit being dense.
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:29 am to
quote:


Why can't you and Roger grasp that simple concept?


The plant was going to be built and producing long before these tariffs were announced.

Its not difficult. Youre trying to give the current tariffs credit for something that was in place looooong before trump randomly assigned these "reciprocal tariffs."

The plant is here and producing because we gave them incentives to do so.
Posted by Powerman
Member since Jan 2004
170785 posts
Posted on 10/20/25 at 9:31 am to
quote:


NVIDIA never had to use that plant. If there were no obligations due to security concerns, or tariffs, they would never moved away from China or Taiwan.

Quit being dense.

So you think TSMC built this fab without any customers in mind?
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:31 am to
quote:


NVIDIA never had to use that plant.


of course they were going to use that plant. Nvidia had been using TSMC chips.

Do you think they would change after getting incentives to not do so?
Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:31 am to
quote:

The plant was going to be built and producing long before these tariffs were announced.


Where did I argue otherwise?

The OP is stricly about NVIDIA. NVIDIA had zero obligation to onshore production prior to tariffs.

You are being purposly obtuse rathe than admit you are wrong. Stop being a hack.

Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:31 am to
quote:


So you think TSMC built this fab without any customers in mind?


In 2020. These tariffs werent in place until....now.

Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:34 am to
quote:

of course they were going to use that plant.


Pure speculation

They are always going to manufacturer where its most cost effective. Jensen Huang has consistently said as much.

Funny how you keep moving the goalpost to try to validate your argument when I post actual facts and Jensen Huang's own words.

Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:35 am to
quote:

So you think TSMC built this fab without any customers in mind?



What hard commitments did they have at the time of construction?

I will wait for you to find them and list them.

ETA: I do have to go to an appointment at one of my properties but so you have time to get a full list together.
This post was edited on 10/20/25 at 9:36 am
Posted by Powerman
Member since Jan 2004
170785 posts
Posted on 10/20/25 at 9:35 am to
It should be noted that they're still in partnership with FoxConn in Taiwan

The TMSC plan in Phoenix is a positive

And if NVIDIA wasn't buying their products, someone else would

You're making way too much out of this
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:37 am to
quote:

of course they were going to use that plant.


Pure speculation


Lets see. NVidia buys from TSMC, TSMC builds a plant in the USA using subsidies, and you think Nvidia is going to tell their supplier not to build the chip there???

Youre desperately trying to connect tariffs conceived in 2025 with a plant conceived in 2020, and credit those jobs to the current tariffs.
Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:37 am to
quote:

And if NVIDIA wasn't buying their products, someone else would

You're making way too much out of this


No you guys are

The OP was strictly about NVIDIA and Jensen Huang stated very clearly why NVIDIA chose to onshore those chips. That's it

They had zero incentive without tariffs to do so

Everything else you and Roger are arguing doesn't change the OP.
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:38 am to
quote:


They are always going to manufacturer where its most cost effective.


When did Nvidia decide to buy chips from this plant? Was it just in the past few months?
Posted by GRTiger
On a roof eating alligator pie
Member since Dec 2008
69161 posts
Posted on 10/20/25 at 9:38 am to
This is one of those things that regardless of the rhetoric being thrown about for political reasons, I think has been something the last 3 admins agreed with in large part and have actively worked on pushing through in furtherance of the ladt admins efforts.

Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:42 am to
It was announced on April 14th, 2025
Posted by RogerTheShrubber
Juneau, AK
Member since Jan 2009
297825 posts
Posted on 10/20/25 at 9:46 am to
quote:

It was announced on April 14th, 2025


Weird, the jobs were already there.

Interesting. From your OP, I could have sworn you claimed this was rejuvenating American mfg.

quote:


Our board world economics expert Rogertheshrubber told us tariffs wouldn't bring back American manufacturing


What a massive stretch on your part.
This post was edited on 10/20/25 at 9:48 am
Posted by stout
Porte du Lafitte
Member since Sep 2006
179745 posts
Posted on 10/20/25 at 9:49 am to
You think that adding the volume of NVIDIA's manufacturing to thier lineup didn't create jobs at that plant?



You truly are dense.
This post was edited on 10/20/25 at 9:53 am
Posted by GumboPot
Member since Mar 2009
138911 posts
Posted on 10/20/25 at 9:52 am to
Posted by wackatimesthree
Member since Oct 2019
10734 posts
Posted on 10/20/25 at 9:54 am to
quote:

We bribed them to come home. We will need to continually subsidize them to continue.


And this is the thing.

This is why I have said all along that while I am sympathetic to making sure we tighten up national security with respect to domestic production of key products, tariffs are neither the only way nor they best way to accomplish that goal.

It's pretty much just like the ACA. Instead of futzing around with the entire health insurance AND health care industries and disrupting everything and making everything more expensive, we could have just bought everybody who didn't have one a basic BC/BS policy with taxpayer dollars at a much lower rate and made anyone who was denied coverage for pre-existing conditions eligible for Medicaid.

That would have cost some money, but nothing like what the ACA has wrought.

Same with this. We could have simply contracted directly with a domestic company who would have been happy to get a guaranteed government contract to produce chips. Just like we do with pretty much everything else we need for national defense.

That's all we needed to do. Instead we enact the 2025 version of the ACA.
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