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TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

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Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#11

Great to see they coming to Germany. If Tesla could build a car factory here from scratch, I'm sure that they can build chips too. Curious why they've chosen Dresden though. Anybody knows how much the government is willing to invest? Missing some tangible figures.

> Curious why they've chosen Dresden though. Because many foundries are located there like GlobalFoundries and Bosch

Eindhoven (NL) would have been obvious as well (NXP, ASML, Infineon, Philips)

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#12

Great to see they coming to Germany. If Tesla could build a car factory here from scratch, I'm sure that they can build chips too. Curious why they've chosen Dresden though. Anybody knows how much the government is willing to invest? Missing some tangible figures.

> Curious why they've chosen Dresden though.

The region is known for its semiconductor industry, at least in Germany. Quote from Wikipedia about Dresden:

> Silicon Saxony Saxony's semiconductor industry was built up in 1969. Major enterprises today include AMD's semiconductor fabrication spin-off GlobalFoundries, Infineon Technologies, ZMDI and Toppan Photomasks. Their factories attract many suppliers of material and cleanroom technology enterprises to Dresden.

So it just makes sense to build fabs in Dresden because there is already a lot of know-how there.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#13
post #3

Wonder if the Taiwanese govt at some point will step in and block these onshoring measures as a matter of national security. If countries are less reliant on manufacturing within Taiwan, its one less reason to stand up to Beijing's one China principle.

A much better strategy is to work slow :). Drag out every phase.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#15

Great to see they coming to Germany. If Tesla could build a car factory here from scratch, I'm sure that they can build chips too. Curious why they've chosen Dresden though. Anybody knows how much the government is willing to invest? Missing some tangible figures.

Dresden has been a semimanufactoring hub in Eastern Germany for quite some time.

I believe this started in GDR times and continued (at massively reduced capacity) after the reunification.

Intel, AMD, Infineon and others operate (or plan to build) factories in Dresend (or saxony in general) and its reasonable to assume that experienced workers and local suppliers make the area a preffered location.

Given Eastern Germanys weak economic situtation these are very welcome investments.

Edit: see bellow for corrections

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#16

Great to see they coming to Germany. If Tesla could build a car factory here from scratch, I'm sure that they can build chips too. Curious why they've chosen Dresden though. Anybody knows how much the government is willing to invest? Missing some tangible figures.

5 Billion Euros of public money out of a total of 10 Billion invested. So it is more like "the German state builds a fab, with TSMC and others also investing a little".

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#17
post #11

Earlier quoted context omitted.

> Curious why they've chosen Dresden though. Because many foundries are located there like GlobalFoundries and Bosch

Eindhoven (NL) would have been obvious as well (NXP, ASML, Infineon, Philips)

Germany wouldn't have subsidised that one though - this was German money.

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#18

Great to see they coming to Germany. If Tesla could build a car factory here from scratch, I'm sure that they can build chips too. Curious why they've chosen Dresden though. Anybody knows how much the government is willing to invest? Missing some tangible figures.

> Anybody knows how much the government is willing to invest? Missing some tangible figures.

5B, according to German news: https://www.tagesschau.de/wirtschaft/tsmc-dresden-100.html

Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe

#19
post #12

Great to see they coming to Germany. If Tesla could build a car factory here from scratch, I'm sure that they can build chips too. Curious why they've chosen Dresden though. Anybody knows how much the government is willing to invest? Missing some tangible figures.

> Curious why they've chosen Dresden though. The region is known for its semiconductor industry, at least in Germany. Quote from Wikipedia about Dresden: > Silicon Saxony Saxony's semiconductor industry was built up in 1969. Major enterprises today include AMD's semiconductor fabrication spin-off GlobalFoundries, Infineon Technologies, ZMDI and Toppan Photomasks. Their factories attract many suppliers of material and…

Had no idea about it. Thank you for the valuable information!
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