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I'm from NY. I was being sarcastic. I don't understand expansion of a US foundry going to Asia. Why not expand in Malta? They are doing this for the $2B. This should then prohibit US tax dollars from going to GF IMO. This seems like an anti-chips-act to me.
I met with a CHIPS Act committee member at a recent conference. 500 companies have applications in and zero dollars have been dispersed as of yet. So anyone spending that money is very optimistic. Getting handouts is an American business tradition, right? I just hope Micron gets a big chunk. What would we do without memory? And forget about China, North Korea is the big geopolitical wildcard. Seriously, Pyongyang is worse than NY.
Correct! The creation and stabilization of monopolies has been been a business tradition since allowing GM to block the creation of mass transit.
I do understand the investment in the semiconductor industry. I liked Ross Perot, but it seems crazy to put $$$ into US companies that then invest into other countries. Are you predicting that the Chips act, DoD spending on foundries will not happen?
Can you expand on that please. Are there other memory technologies in the US who the tax payers should be betting on? Any opinions on MRAM, ReRAM, etc?
Can you expand on that please. Are there other memory technologies in the US who the tax payers should be betting on? Any opinions on MRAM, ReRAM, etc?
All systems have memory of some type. The biggest issue is with DRAM and NAND for our computing devices. Embedded (MRAM, RERAM) memory is not a problem since it uses a logic process and is not dominated by S. Korea.
Micron in the US should get CHIPS Act money to better compete with S. Korea.
I agree on the importance. Are there any other upcoming US based DRAM companies that can utilize DUV? We need to bet the ranch on just Micron? Did this 500 company conference address this single point of failure issue?
"One of GlobalFoundries' biggest clients is Qualcomm , which said on Monday it had signed a deal with Apple to supply 5G chips until at least 2026, which will benefit GlobalFoundries."
It is my understanding that QCOM is using TSMC for the 5G chips to be used by Apple. Maybe there is a misunderstanding here.
All these companies building capacity like drunken sailors and hoping for billions of handouts are in for an ugly money losing few years except for those with a unique offering.
Chips go into everything but now that the supply chain is balancing out no way all this capacity coming on line from everyone will be filled. There will be many empty shells and and red ink at many companies
Samsung and SK also have large fabs in the PRC. 1 nand for Samsung and 1 of each for SK. From a US geopolitical angle the Micron fab in TW isn’t great, but the HVM sites in Singapore, Malyasia, and Japan are much “safer” (as well as being dispersed incase by some fluke something bad happens to any one of those nations).
