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this post was submitted on 18 Feb 2024
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Idk if I'm just a rube, but one month of difference doesn't seem like that big a deal. Also this author says that Taiwan is a country and that environmental protections should be cut to speed up construction.
Yeah the framing there is kinda silly, but it does seem like the whole fab reshoring thing has been plagued with problems. The more interesting parts of the article were that the time to build fabs is increasing, especially in recent times
and the number of fabs overall is at all time low
It's also not just a month difference for the delays
And there are a couple of related data points from TSMC and Samsung regarding fab construction
https://www.tomshardware.com/tech-industry/us-government-doles-out-paltry-dollar35-million-of-the-dollar52-billion-chips-act-warns-of-possible-delays-in-intel-and-tsmc-fab-buildouts
https://www.tomshardware.com/tech-industry/semiconductors/us-govts-sluggish-chips-act-payouts-slam-the-breaks-on-samsungs-fab-company-delays-mass-production-at-texas-fab-to-await-further-chips-funding-report
So, while I agree that EPA regulation isn't the core problem here, I think it's pretty clear that US is having trouble with the whole reshoring idea.
TSMC got delayed because the local union demanded they stop replacing them with foreign workers and Samsung is delaying their construction because they're fighting with Intel for subsidies.
Lol and we call these companies "job creators" when we have to fight them to even hire us. And why can't Samsung pull themselves up by their bootstraps and free market themselves a factory, hmmm? 🤔
I imagine another factor is that they don't really want to move fabs to US either.