Uncapped with Jack Altman · Jun 30, 03:33 PM UTC
Incentive structure for TSMC and Samsung to build US fabs is 'totally wrecked'
“The other companies that have uh leading edge processes like TSMC and Samsung have been like getting attention from the government to try to get them to build domestic fabs in the United States, but the incentive structure for those is totally wrecked. Like, it's not clear why they would build any of these fabs.”
Quoted source · 50:41–51:01 · 9 source segments
- [1] 50:41–50:47
- [2] 50:43–50:49
- [3] 50:47–50:51
- [4] 50:49–50:52
- [5] 50:51–50:54
- [6] 50:52–50:55
- [7] 50:54–50:57
- [8] 50:55–51:00
- [9] 50:57–51:01
Model assessment
The transcript states that companies with leading edge processes like TSMC and Samsung are being incentivized to build domestic fabs in the US, but the incentive structure is 'totally wrecked', suggesting a negative outlook for TSMC's US expansion.
9 exact transcript citations