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The commitment of $ 100 billion TSMC to Donald Trump will not relive the manufacture of American tokens, explains the former chief of the indices

The commitment of $ 100 billion TSMC to Donald Trump will not relive the manufacture of American tokens, explains the former chief of the indices

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According to the United States, Taiwan semiconductor manufacturing companies have undertaken to spend an additional $ 100 billion for advanced manufacturing factories in the United States to help the country restore its global advance in the manufacture of flea.

His comments occur less than a month after the White House praised TSMC's investment, the largest manufacturer of world flea, as an important step in efforts to bring the production of the most advanced semiconductors on American soil.

If you do not have R&D in the United States, you will not have semiconductor leadership in the United States, said Gelsinger. All TSMC R&D work is in Taiwan, and they made no announcements to move it.

The former Intel chief, however, added that President Donald Trumps pricing threats had at least been gradually beneficial for the United States by offering flea manufacturers such as the TSMC more incentive to locate their facilities in the country.

The Trump administration has relied heavily on the TSMC in doubts about the ability of Intels to regain the world's manufacturing head it lost to Taiwanese society a decade ago.

The departure of gelsingers at the end of last year was largely considered to be a repudiation by the company of its complex recovery plan, which included rebuilding the basis for the manufacture of intelctions. His successor Lip-Bu Tan, appointed earlier this month, has not yet established his strategy.

The former Director General of Intel would not comment if he had come across the directors of Intels on the strategy, but said that he had lost his confidence in less than four years in his five -year plan.

I had not finished with the five years and more when the board of directors made a directional change, he said.

TSMC said that the only development work it plans to do in the United States will be on process technology it already has in production, and that its research and basic development will remain in Taiwan.

Unless you design new generation transistor technology in the United States, you don't have leadership in the United States, Gelsinger said.

He spoke in an interview this week after having become a partner of Playground Global, a venture capital company of Silicon Valley specializing in investment in deep technology, including in fields such as quantum IT and flea manufacturing technologies.

Despite the loss of cutting-edge process technology used in the manufacture of fleas, Gelsinger said that the United States still has a global advantage in many advanced technologies that are likely to determine future leadership in artificial intelligence.

He also rejected the suggestions that the Chinese IA company Deepseek, which shocked American technology experts and investors with its low -cost technology earlier this year, had posed a serious challenge for American companies.

Deepseek was a good engineering, it was not basic innovations. It was not major breakthroughs, he said.

Start-ups supported by Playground include XLIGHT, whose advanced lasers could play a role in future lithography generations to make chips. Other investments include PSIQUANTUM, the first quantum calculation company that launched in the construction of a large-scale quantum machine, and D-Matrix, one of the many start-ups trying to jump NVIDIA in the creation of the chips necessary to perform AI systems, a task known as the inference.

During his stay with Intel, Gelsinger failed to compensate for Nvidia in the AI ​​fleas, although he declared this week that new technologies were necessary to introduce AI into the dominant current.

AI, as exciting as it is, is far too expensive, he said. We must have spectacular reductions in the cost of inference so that it is really deployed in all aspects of humanity.

Sources

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2/ https://www.ft.com/content/68a0da9b-ffc7-4c67-8249-d7c452efa864

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