TSMC feels 'good' about possible Germany plant, in subsidy talks
TSMC feels 'good' about possible Germany plant, in subsidy talks
Taiwan chipmaker TSMC is feeling "good" about talks towards setting up its first European factory in Germany, where it is in subsidy discussions with the government, the company's chairman said on Tuesday.
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I guess it makes sense for them to diversify their plant locations given the uncertainties around Taiwan/China relations. Germany also has quite a lot of know-how in microfabrication and there's already a non-insignificant cluster of companies in the sector. I guess that's why Intel decided to go there and it makes sense for TSMC to do so at some point. In any case, we're talking over a 10+ years horizon.
I just don't want us to forget about Taiwan in the process. That chip dependency does seem to bring them a fair bit of safety guarantees.