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Question What new fabs is planned outside Taiwan?

K

krumme

Diamond Member
What is the US and EU policy now and forward on?
I think this issue must be about the highest ranking security issue now, as it takes decades to build capacity and secure independancy.
 
Markfw said:
Well, I think Intel alone have about enough just in the US. Of course that would make them a real monopoly if Taiwan was melted to the ground.
Click to expand...
Sadly, I think the politics are pointing towards a "when" not an "if" in your statement there. I hope AMD takes some of the $52 billion of dollars now available from the federal government and opens up a fab in the US. I doubt it would happen though as that would require a reversal of their fabless plans.
 
I expected this thread to be about TSMC's plans outside of Taiwan, not some display of denial of all fabs' and companies' existence aside Taiwan's/TSMC's.
 
moinmoin said:
I expected this thread to be about TSMC's plans outside of Taiwan, not some display of denial of all fabs' and companies' existence aside Taiwan's/TSMC's.
Click to expand...
Right, let's get this started properly.

TSMC completes the construction of its Phoenix-based fab which will produce 5nm chips in 2024
TSMC has announced that it has completed the construction of Fab 21. You might wonder what the connection is between a Taiwan-based foundry finishing off a new $12 billion fab and the U.S. The answer is that TSMC's Fab 21 is located in Phoenix, Arizona.
Click to expand...
 
Looks like Intel's fab in Magdeburg has the go ahead:
www.computerbase.de

Chip-Fertigung: Intel plant 17-Mrd.-Euro-Fabrik in Magdeburg

Die Spatzen pfiffen es seit Wochen von den Dächern, jetzt ist es offiziell: Magdeburg wird Standort einer Intel-Fabrik.
www.computerbase.de www.computerbase.de
www-computerbase-de.translate.goog

News - Chip-Fertigung: Intel plant 17-Mrd.-Euro-Fabrik in Magdeburg

Die Spatzen pfiffen es seit Wochen von den Dächern, jetzt ist es offiziell: Magdeburg wird Standort einer Intel-Fabrik. Zur Minute informiert sowohl Intels CEO Pat Gelsinger als nachfolgend auch die Sachsen-Anhaltinische Landesregierung in einem Stream über die Ansiedlung der Chipfabrik in...
www-computerbase-de.translate.goog www-computerbase-de.translate.goog

Am I the only one who finds their artists render strange? Huge building dwarfed by a huge carpark. Does Magdeburg have poor public transport or something?

Or is it due to Germany's insane corporate car tax breaks nonsense?

Someone I know who was sent to SAP city (Walldorf) said it was strange ghost town not connected to anything and totally car centric.
 
The TSMC, Sony, Denso joint venture fab in Japan gets 40% subsidies, in line with what Intel receives for its fab in Germany. "Construction in Kumamoto began in April, with first silicon planned for December 2024."

Japan to give €3.5bn subsidy for TSMC fab | Electronics Weekly

The Japanese government is to pay $3.5 billion to TSMC for building an $8.5 billion 55,000 wpm jv fab with Sony and Denso in Kumamoto. The 40% Kumamoto
www.electronicsweekly.com www.electronicsweekly.com
 
Samsung's case in Texas also showcases some of the insanity behind the subsidies.

>>Samsung has asked for planning permission for 11 fabs in Texas – two in Austin and nine in Taylor – which would involve a total outlay of about $200 billion.

“We currently do not have specific plans to build at this time,” says Samsung, “ however, the Chapter 313 applications to the State of Texas are part of a long-term planning process of Samsung to evaluate the viability of potentially building additional fabrication plants in the United States.”<<

Samsung asks for planning permission for 11 fabs in Texas | Electronics Weekly

Samsung has asked for planning permission for 11 fabs in Texas - two in Austin and nine in Taylor - which would involve a total outlay of about $200
www.electronicsweekly.com www.electronicsweekly.com

"Texas' incentive program is set to expire at the end of this year, and this led to a rush of companies applying in recent months - Samsung is just the latest to do so."
www.gsmarena.com

Samsung wants to build 11 chip fabs in Texas

The company has filed 11 applications seeking tax breaks for building the facilities. Samsung is building a chip fab in the Austin, Texas area in the US,...
www.gsmarena.com www.gsmarena.com
 
dullard said:
Sadly, I think the politics are pointing towards a "when" not an "if" in your statement there. I hope AMD takes some of the $52 billion of dollars now available from the federal government and opens up a fab in the US. I doubt it would happen though as that would require a reversal of their fabless plans.
Click to expand...
AMD won’t get any. These subsidies are targeting semiconductor fabs and infrastructure only (well, and research $$). The infrastructure (semiconductor material suppliers, etc.) part could help foreign fabs. We are really a wait and see stage. I would imagine Intels’s Ohio fab is a lock now.
 
DrMrLordX said:
Based on the article, it looks like they won't be expanding capacity for 12nm+.
Click to expand...
Fab8 Current Expansion is for 45nm to cover the selling of Fab10. Fab10's capacity of 45nm is being added to Fab8's capacity, plus other agreements included. SOITEC Singapore is getting replaced by GlobalWafers MEMC SOI for 90nm(SkyWater&GF MOU), 65nm(Skywater&GF MOU), 45nm(Internal GF node). As SOITEC Singapore for Malta is switching to handle 22FDX/12FDX/+ nodes only.

Fab8 Future Expansion is Fab 8.2 and it covers current 22FDX/12FDX as well as strained SOI UHP/HP-RF variants of 22FDX/12FDX. With 11FDX/10FDX and 8FDX/7FDX in the roadmap as well.

Group One:
Crolles (GF module) = 22FDX+sSOI
Dresden (Leading-Edge modules) = 22FDX/12FDX+sSOI+Future Shrinks
SOITEC Bernin 2+Bernin 2.2 = ~2+ million FDSOI wafers

Group Two:
Malta (Leading-Edge modules) = 22FDX/12FDX+sSOI+Future Shrinks
Singapore (Laggy Leading-edge module) = 22FDX+sSOI
SOITEC Pasir Ris = ~1.5+ million FDSOI wafers

New bulk nodes are:
11LP/11LPM
New undoped FinFETs on 12nm generation
Of which, might appear at Dresden.

Most of this should be out when ever the next GFSummit pops up. Biggest deal on personal computing is this library: "GF 22FDX+ 20nm-24nm-28nm Gate Length Ultra Low Power (6.75T) Standard Cell Base and HPC Logic Library 104nm Pitch"
Important for the 2023+ in-dev ARM/Power/RISC-V desktop(SBC in a case)/laptop(flat SBC in a case), etc. GF gets expansion money from customers pre-ordering capacity.
 
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moinmoin said:
Samsung's case in Texas also showcases some of the insanity behind the subsidies.

>>Samsung has asked for planning permission for 11 fabs in Texas – two in Austin and nine in Taylor – which would involve a total outlay of about $200 billion.

“We currently do not have specific plans to build at this time,” says Samsung, “ however, the Chapter 313 applications to the State of Texas are part of a long-term planning process of Samsung to evaluate the viability of potentially building additional fabrication plants in the United States.”<<

Samsung asks for planning permission for 11 fabs in Texas | Electronics Weekly

Samsung has asked for planning permission for 11 fabs in Texas - two in Austin and nine in Taylor - which would involve a total outlay of about $200
www.electronicsweekly.com www.electronicsweekly.com

"Texas' incentive program is set to expire at the end of this year, and this led to a rush of companies applying in recent months - Samsung is just the latest to do so."
www.gsmarena.com

Samsung wants to build 11 chip fabs in Texas

The company has filed 11 applications seeking tax breaks for building the facilities. Samsung is building a chip fab in the Austin, Texas area in the US,...
www.gsmarena.com www.gsmarena.com
Click to expand...
Can Texas connect "our" power grid to the rest of the US power grid please? It will make Samsung happy. It annoys me that I am 50 miles away in two directions, East and North West to a functional power grid.

-----

During its Q1 2021 earnings call, the company revealed that it faced damages to the tune of KRW 300 billion (around $270 million) to KRW 400 billion (around $360 million).
Click to expand...

When a February 2021 snowstorm happened and the state lost power for several days, Samsung had over 270 million dollars in physical damage to the plant due to the unpredictible power, plus the plant couldn't make chips for over a month.

www.sammobile.com

Power outage at Samsung's Texas chip plant caused $270 million damage

Samsung revealed during its Q1 2021 earnings call that the power outage at its Texas chip plant caused a damage of at least $270 million.
www.sammobile.com

Seriously can we fix this?
 
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280B act signed today by Biden. I think its excellent news, to secure safety for long term delivery worldwide. And i only say that because ...yeaa you know.
 
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