hist78
Well-known member
"Developed by Scotten Jones and constantly updated, The Strategic Cost and Price Model has an amazing level of detail. It goes to individual tool and process step levels. Importantly, fabless and hyperscalers worldwide trust it to put their foundries to task about wafer prices...
The final answer was: It costs TSMC less than 10% more to process a 300mm wafer in Arizona than the same wafer made in Taiwan. Where most make their mistakes is with direct and indirect labor cost differences. While there is roughly a 200% difference between the US and Taiwan. This is a head fake because today’s fabs are so automated. Labor accounts for less than 2% of total costs. It’s equipment that levels the playing field. Well over two-thirds of wafer cost is in the equipment. That’s why the overall wafer cost difference between Arizona and Taiwan comes in at just under 10%. It’s also why TSMC’s $100B decision is so brilliant."
www.techinsights.com
The final answer was: It costs TSMC less than 10% more to process a 300mm wafer in Arizona than the same wafer made in Taiwan. Where most make their mistakes is with direct and indirect labor cost differences. While there is roughly a 200% difference between the US and Taiwan. This is a head fake because today’s fabs are so automated. Labor accounts for less than 2% of total costs. It’s equipment that levels the playing field. Well over two-thirds of wafer cost is in the equipment. That’s why the overall wafer cost difference between Arizona and Taiwan comes in at just under 10%. It’s also why TSMC’s $100B decision is so brilliant."
The Chip Insider®– TSMC’s True Cost: Arizona versus Taiwan. | TechInsights
TSMC’s $100B US investment and the cost differences of manufacturing in Arizona vs. Taiwan. See what it means for the industry.
