You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
Correct me if I'm wrong haven't they already said a little while ago that they would consider adding more capacity if they could get CHIPS funding in addition to the already promised subsidies?
Correct me if I'm wrong haven't they already said a little while ago that they would consider adding more capacity if they could get CHIPS funding in addition to the already promised subsidies?
I think you're correct. In fact, I think I remember reading that on this site. My reasoning for this post was evidence of an actual plan, and the news of an upcoming announcement.
Is the question whether they're going to build another site to add to the existing site for 4 fabs or 6 fabs? Or whether they're just going to fill up the existing site faster with a more advanced node?
Call me skeptical about the former. The land and water rights purchased for TSMC's Biscuit Flat site were a one-time opportunity. There's probably still land available, but they're not going to find water rights unless they make a deal with some existing rights holder who's willing to give it up for $$$, like one of the local Native American reservations, or one of the agricultural users elsewhere in the state.
Is the question whether they're going to build another site to add to the existing site for 4 fabs or 6 fabs? Or whether they're just going to fill up the existing site faster with a more advanced node?
Call me skeptical about the former. The land and water rights purchased for TSMC's Biscuit Flat site were a one-time opportunity. There's probably still land available, but they're not going to find water rights unless they make a deal with some existing rights holder who's willing to give it up for $$$, like one of the local Native American reservations, or one of the agricultural users elsewhere in the state.
Intel is just up the road and keeps expanding I see no reason why TSMC can't do the same. Maybe the issue is that they don't want to spend as much money on water recycling (if memory serves intel's Arizona operations are water positive). TSMC knows what they are getting into, and if they were willing to meet local standards once I don't see why they wouldn't again.
www.wsj.com
