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How to build a $20B semiconductor fab

construction-physics.com

21–30 of 96 posts

Re: How to build a $20B semiconductor fab

#21
post #6

Earlier quoted context omitted.

Sam is now building Atomic Semi [0] with Jim Keller (ex AMD) [0] https://atomicsemi.com/about/#:~:text=general%20fabrication%...

That's good for him, but it means we'll never find out in the near future whether it's possible for the average person to create useful ICs in their garage.

It's possible yes, but not really..

Re: How to build a $20B semiconductor fab

#22
post #12

At what point will current fabrication plants reach their limit? Is it a supply issue? Or maybe a resource constraint? > Similarly, a fab will use very large amounts of ultrapure water for wafer cleaning and CMP, along with the regular water for things like chillers for process cooling. A large fab can use millions of gallons of ultrapure water a day, as much as a town of 50,000 people, and producing it requires its…

The water is not used up, and it doesn’t even evaporate, except for the small amount used in evaporative chillers. The big scary sounding number at the input has a big number at the output. Not to mention that up to 98 percent of the water is reused on site. It just gets cleaned and goes back into facility. It’s a big loop, not an input disappearing into a parallel universe.

science be damned, why oh why is all this water pouring into our universe. luckily its not 2% more or we'd all be doomed

Re: How to build a $20B semiconductor fab

#23
So, semi-related question.

Is Intel buying any EUV machines from ASML. Not asking about High-NA machines, but regular EUV machines?

I can't find the answer online although I do see that the New Ireland Fab seems to be in the regular EUV range.

Re: How to build a $20B semiconductor fab

#25
post #11
post #9

I've been to a number of big construction sites for business purposes. When I hear, "this is a $40 million dollar project" and when I see all these workmen, equipment and materials moving around, I think, so this is what $40 million dollars in motion looks like.

Much of that money goes to permitting, admin, and insurance. What you’re seeing is probably the $10-20 million that wasn’t successfully siphoned off by bureaucrats.

> Much of that money goes to permitting,

How much?

Re: How to build a $20B semiconductor fab

#26
post #2

I have been listening to Kai Ryssdal's Marketplace on NPR/KQED the last few days on my commute home from work. The topic for the last several days was on the CHIPS And Science Act and the new Semiconductor Fabs being built by TSMC and Intel in Phoenx, AZ. It will be several years before the plants already being constructed will go into production but there is a whole ecosystem of current construction, education of th…

Yes this is called a positive externality.

It is why outsourcing produced much more devastation than was promised and why onshoring will create much more work than expected.

The end result currently will likely be stagflation since like always politiciand do the wrong thing even when doing the right thing.

Re: How to build a $20B semiconductor fab

#27
post #6

Earlier quoted context omitted.

Sam is now building Atomic Semi [0] with Jim Keller (ex AMD) [0] https://atomicsemi.com/about/#:~:text=general%20fabrication%...

That's good for him, but it means we'll never find out in the near future whether it's possible for the average person to create useful ICs in their garage.

It's very similar to creating clothes by hand at home.

Can you do it, given the right tools, training, and patience? Yes.

Will they be any good? No.

Will they be cost-competitive? No.

Getting chips made on a shuttle run for an old node is very affordable. There's really no need for it.

(According to one MPW supplier, 10mm2 of 340nm, up to 10 dies, costs 6400 euros, and it's unlikely 340nm is achievable in a garage anyway)

Re: How to build a $20B semiconductor fab

#28
post #16
post #8

Earlier quoted context omitted.

I did not know this, I have family in Tempe close by. Do you have any references I can pass along to them?

I believe the new term for Phoenix, AZ and other major cities in AZ is "Silicon Desert". You can see a map of the many companies in the high tech space in AZ at the following site. https://siliconmaps.com/silicon-desert/

Major semiconductor manufacturing in Arizona is not exactly new: Motorola had fabs there in the 70s (or earlier?), Intel's presence dates to 1980, etc. The article [1] below from 2001 says that Arizona was "3rd in chipmaking"...

[1] https://go.gale.com/ps/i.do?id=GALE%7CA79561583&sid=googleSc...

Re: How to build a $20B semiconductor fab

#29
post #11

Earlier quoted context omitted.

Much of that money goes to permitting, admin, and insurance. What you’re seeing is probably the $10-20 million that wasn’t successfully siphoned off by bureaucrats.

I don't know why you're being downvoted. There is a reason why development volume across states is asymmetric.

Because “successfully siphoned off by bureaucrats” has an implicit value judgement in it. If someone a) thinks the cost of regulation provides value and b) believes that downvoting is a reasonable response to opinions they disagree with, they’re likely to downvote in this case.

Personally I only believe one of those things. I also believe the point about additional cost of development could have been made without the value judgement.

Re: How to build a $20B semiconductor fab

#30
post #20

Earlier quoted context omitted.

I don't know why you're being downvoted. There is a reason why development volume across states is asymmetric.

Who knows - it’s just fake internet points. Hard to get worked up about.

Kinda easy to guess, there’s really only one possibility and answer: people felt a certain way after reading and voted accordingly. The idea that anyone votes based on the content of what’s been said is false. For example, you’re not gonna upvote a true statement of a statistical fact if you think there’s a terrible reason for it. You’re gonna downvote because you feel bad about what you perceive as the reason regardless
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