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Search results

  1. chipsntexas

    Samsung poised to win over US$6 billion for expanded US investment

    Phase 1 or T1 is the first building, Phase 2 is part of the initial construction with infrastructure & possibly a shell building. The site is extendable up to 10 fabs, and Samsung submitted applications to the state of Texas for up to 11 facilities and the related tax exemptions. This is almost...
  2. chipsntexas

    Globalfoundries wants to invest eight billion dollars in Dresden

    Malta does 14LPP and 22DFX, along with other processes. Dresden also does 22FDX and will/is developing 12FDX.
  3. chipsntexas

    TI and Samsung building new fabs in Texas - Who will work there?

    Both Samsung (near Austin) and TI (north of Dallas in Sherman) have started massive construction projects to add fab capacity in Texas. While TI is expanding its 300mm analog capacity, Samsung's fab is reported to include 5nm process technology. Both of these fabs will need several thousand...
  4. chipsntexas

    TSMC MEGA Factory North Phoenix Video 5

    This is an interesting statement, but not terribly accurate really. I think that DoD has been quite open and clear about having domestic access to leading edge technology. TSMC is obviously part of this, and supplier to many current DoD suppliers - this is not a secret to anyone. Intel is also...
  5. chipsntexas

    Texas Instruments selects Sherman for potential $30 billion semiconductor chipmaking campus

    They're "retiring" 2 fabs also, maybe 10-15% of the new capacity (200mm/150mm wafers). They're also moving starts from foundries back to their own fabs, so maybe 25% is replacement. The rest is to support growth in new areas and expansion beyond just all analog all the time. Market will dictate...
  6. chipsntexas

    Texas Instruments selects Sherman for potential $30 billion semiconductor chipmaking campus

    These 2 fabs, plus RFAB-2, will provide TI with nearly 5X their current 300mm analog volume at RFAB - which is already the most capacity for an analog IDM. Close to 6X if the Utah facility (called LFAB) is included. That's quite a few more wafers & number of devices being made in the US...
  7. chipsntexas

    Samsung to Choose Taylor, Texas, for $17 Billion Chip-Making Factory

    Prior articles and reports this summer indicated 5nm node was targeted to be installed at this fab, using both ArF immersion & EUV tools. Internal preparations seem to support this.
  8. chipsntexas

    Will China master 14nm and what is their future in semi production?

    They certainly have the will and likely the money (thank CCP for both!), but these aren't the reasons they can or will succeed. Not enough tools (EUV) nor legit IP - if they outright steal it they maybe have a 50/50 shot. More likely is takeover of Taiwan & TSMC, so whichever works for them...
  9. chipsntexas

    Another reason why Samsung should buy GlobalFoundries!

    They cancelled that in 2018. Nothing below 14/12nm
  10. chipsntexas

    No Chip Shortage for Apple!

    In fact it does matter - Apple with ~15% share has well over 50% of the revenues. Which funds a LOT of R&D and product development for next generation designs etc. If Apple wanted to have 35% or even 50% of the market, they could do so rather easily - but it would hurt their margins and probably...
  11. chipsntexas

    The thinking of Pat Gelsinger

    Yes, these are legitimate concerns in AZ - also in Taiwan (& anywhere you locate a fab!). But Intel already has water recycling in AZ fabs, with timeline to achieve 100% reuse within the fabs. Still obviously a huge impact and I'm sure that new fabs will be required to reuse some or all water...
  12. chipsntexas

    No Chip Shortage for Apple!

    Under. Over correction and (financial) market driven supply will subside by end of 2022...so glut in 2023 maybe?
  13. chipsntexas

    Intel is in Talks to Buy GlobalFoundries

    The IPO valuation target from earlier this year was $20-30 B - for 2022 rollout - so this purchase price is in line with that. The existing fabs (Malta, Dresden & Singapore) would cost at least that much to duplicate, so the savings in time (to build) and development to get new customers would...
  14. chipsntexas

    EAGLE Act calls for 'Taiwan' to be included in name of de facto embassy

    This is not wrong per se, but transit in the Pacific in effect means worldwide - hence global trade. And that can only be enforced with military strength and power, which in large measure is facilitated by technology. So while this maybe is not directly about semiconductors, it is in fact a...
  15. chipsntexas

    Intel is in Talks to Buy GlobalFoundries

    While your points are certainly valid, I think that the main point you miss is the goal of additional domestic production. GF fabs in the US have almost the same # wafer starts as Intel fabs in AZ & OR, they simply aren't leading edge. But then MOST foundry business is not leading edge, at least...
  16. chipsntexas

    How many EUV machines at MU Utah fab?

    No EUV at this site, only ArF and possibly immersion tools. Just a reminder that TI focus is in fact on analog, but by no means is that all that they do. They still make many embedded processors & micro-controllers and have logic technology down to the level currently in use at Lehi. It won't...
  17. chipsntexas

    What's the quickest way to address the semiconductor market supply crunch?

    This is simply inaccurate. TI had ZERO shutdowns related to the freeze - only minor interruptions for a matter of hours, not even days. TI is #1 in analog, but maybe #4 or 5 in automotive, less than 20% of their revenues. Shortage is quite overly dramatic and self-inflicted, the supply-demand...
  18. chipsntexas

    Sanders slams Schumer plan to boost semiconductor industry

    Sanders positioning for money grab for the GF fab in Burlington - it's not leading edge or even 300mm, but still running full out with some key devices and long term viability for the GF foundry.
  19. chipsntexas

    TSMC founder doubts US competence in chip-making

    This may be true, but his words still carry quite a bit of weight on that island. Probably mainland as well. And by no means do I think that some points are clearly wrong - mixing management styles & cultures is very tricky. Most companies don't do this very well (mine included), but Taiwan also...
  20. chipsntexas

    TSMC founder doubts US competence in chip-making

    Wow! Can't believe that I hadn't read this before. Morris Chang obviously very competent and then some, but also extraordinarily arrogant!! As if the only place leading edge work can be done - effectively & efficiently - is in Taiwan. Because of their strong culture!? I'm pretty sure this is the...
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