Question What new fabs is planned outside Taiwan?

krumme

Diamond Member
Oct 9, 2009
5,956
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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.
 
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dullard

Elite Member
May 21, 2001
25,165
3,586
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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.
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.
 
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coercitiv

Diamond Member
Jan 24, 2014
6,343
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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.
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.
 

KompuKare

Golden Member
Jul 28, 2009
1,048
1,055
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Looks like Intel's fab in Magdeburg has the go ahead:

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.
 

moinmoin

Diamond Member
Jun 1, 2017
4,993
7,763
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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."

 
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moinmoin

Diamond Member
Jun 1, 2017
4,993
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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.”<<


"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."
 

Ajay

Lifer
Jan 8, 2001
15,963
8,070
136
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.
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.
 
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NTMBK

Lifer
Nov 14, 2011
10,264
5,117
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Not creating the sexy high-end CPUs and GPUs we like to talk about, but will hopefully help alleviate general supply chain concerns.
 
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NostaSeronx

Diamond Member
Sep 18, 2011
3,688
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Based on the article, it looks like they won't be expanding capacity for 12nm+.
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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Roland00Address

Platinum Member
Dec 17, 2008
2,196
260
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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.”<<


"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."
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).

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.


Seriously can we fix this?
 
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krumme

Diamond Member
Oct 9, 2009
5,956
1,595
136
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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