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What percentage of the worlds energy is used by AI datacenters?
Is overall electricity usage going up a lot in the last 10 years?
What % capacity are large power plants running at today? I believe there is 20% more usage in July and August since most electricity use is heating and cooling
What...
I was visiting Nvidia with a investor client one time and after meeting with Colette (great CFO) and team (Jensen popped in to say hi), I told my client details why Nvidia is successful and the best run company in tech. Its like Intel when Grove was CEO. Work very hard. Deliver results.
Maybe...
Successful company leaders are demanding. Successful companies have a demanding culture. Successful teams have demanding coaches. Successful individuals are demanding of themselves and others.
If you want leaders who are not constantly pushing for success and are easy to work for, I can name...
I am just saying he knows things and details about supply chain and what people are doing. I assume he has a great network as some of the details he knows are incredibly accurate and not widely known. As Tyrion Lannister said "That's what I do. I drink and I know things" (I dont know if Dylan...
I have been in TSMC factories, worked for Taiwanese and US companies, and I know many people who work at TSMC AZ and other US Fabs today and I know the culture at those sites. Lets see how it works out. IMHO there are challenges that will be worked out.... Just an opinion.
Seems like a somewhat biased article. I would look at other companies progress in Arizona and in Ohio on ramping new fabs and see how the timelines compare when all is said and done before deciding what TSMC did wrong. As for culture, each company and plant have their own culture. you are free...
@Daniel Nenni
Does TSMC really set the pricing that early? there are no adjustments? I do know the pricing varies A LOT by customer. a low volume/variable customer will pay 2x the price of a high volume customer.
Couple items to separate:
1) capacity allocation . this is what Intel and Apple and nvidia request... guaranteed capacity. Take or pay on the contract or prepay. years in advance
2) Lead time for orders once product qualified. depends on loadings..... could be cycle time (no delay in start) or...
I think your inputs are correct and have lowered my confidence that Rapidus will be successful.
Their official plan is to supply high volume 2nm 2027. Lets see how that progresses
Agreed. The deal would involved Rapidus providing cash, TSMC would create a deal where they control it and cannot lose money. Rapidus gets to claim they are a semiconductor Fab company. I have been involved with a couple of these agreements over the years.
But lets go back to original...
I dont know if TSMC is doing vendor managed inventory/holding end product for customers. it would be a pretty popular tool with a lot of their customers. WIP valued at cost is inventory also as Claus mentioned
As I have said before, The Rapidus model does not make sense. Single wafer doesn't work (trust me, I have looked at it). Building a 2nm process in partnership with IBM to compete with TSMC in 2027 does not work. The financial investment model does not work
There may be something to Rapidus but...
"“My idea is single-wafer processing,” Koike said. “It means the fab does not have any stock, so I can manufacture very precisely to control the cycle time.”"
Dream is the right word (single wafer processing, no inventory). I think I worked on a project like this years ago. It doesn't typically...
Reminder: Purpose of Chips act is to get more fabs in US. Not to help Intel, Not to help profits..... Getting the most successful Fab company in history to build a plant in the US is great. Also ... the ITCs pay in 2024 regardless of of the other awards.... good for investment.... but...
Whenever 20A and 18A ramp. Our model is that D1 can support it through 2025 unless demand improves. Fab 52 should be capable of shipping production by Q32025 for Intel to be successful (IMO)
