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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

#181
post #50

Earlier quoted context omitted.

A lot of the 'chip shortage' those past years was not for the cutting-edge stuff, but for automotive/embedded devices Not everything needs the 5nm cutting edge, and to be fair calling > 300mm (12-inch) wafers on TSMC’s 28/22 nanometer planar CMOS and 16/12 nanometer FinFET process technology, old is a bit unfair

3nm has already hit mass production. Considering this fab won't be ready for at least another two years, 2nm will have hit mass production already. 22nm dates back to 2012, and TSMC has been doing 14nm FinFET mass production since 2014. So yeah, a decade behind cutting-edge can indeed be called "old" when the entire point of the Chips Act was to catch up with Asia and become a center for innovation.

3nm is not usable for many automotive things.

It just cannot take the voltages involved and fabbing switching regulators or CAN bus transceivers on a 3nm process would be a waste. Especially when a cheaper and higher voltage capable 180nm or 300nm process is available.

Right tool (and process) for the right job.

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

#182

Along with (hopefully) that french startup (Mistral) founded by the LLaMA guys, the EU is putting together the pieces they need to keep up with AI and maintain their ability to leverage their control mechanisms upon the FAANGS. Realpolitk wise they absolutely cannot risk regulatory capture to a few select firms on the west coast of the USA. Altman himself threatened (for a brief period) to cut off GPT to the EU after…

> "The planned fab ... [is expected to produce] wafers on TSMC’s 28/22 nanometer planar CMOS and 16/12 nanometer FinFET process technology"

These are not leading node semiconductors that will be used for training AI. These are commodity chips that will be used in the automotive industry.

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

#183
post #14

Sort of incredible that Germany is getting decade old technology for this much investment.

Im rather sure Robert Bosch and Infineon are aware of what chips they need. Obviously not the Zen 5, M3 or Meteor Lake. Germany needs CPUs for the industry. Cars, machines, planes, wind turbines and so on :) But you cannot build Personal-Computers with them? That failure is caused by Siemens (Siemens-Nixdorf) and AEG. In GDR/DDR they were close to build a 386 compatible CPU. The remaining knowledge is still somewhat…

Nowadays you need AI chips in cars too.

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

#184
post #161
post #149

Earlier quoted context omitted.

The fab is supposed to supply mainly the automotive industry, who made the mistake of cancelling their orders during Corona and were then surprised to find that the capacities were allocated elsewhere when they wanted to order again. They will still have the same problem, but they don't think that far ahead.

It isn't even thinking ahead. It is pure, plain and simple arrogance, of the most despicable and stupid kind. The German auto producers are used to be able to strong-arm politicians and their suppliers. What they say goes, because usually they can threaten whole regions with unemployment and whole companies (the ones that produce car-parts such as seat cushions or engine parts mostly/only) with bankruptcy. Don't want…

Yes, the german automotive industry is used to extort and exploit their suppliers.

It must have been a shocking experience for them that chip manufacturers have alternative buyers.

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

#185

Earlier quoted context omitted.

These days are over - they ended with the war in Iraq. In the 80s the US said "Jump!" and western Europe asked "How high?".

You're wrong, your parent is correct. NL government had to block sales of ASML EUV machines to China on the US's request since they didn't want to enable China build advanced chips. ASML definitely wanted to sell to China to increase their quarterly revenues but couldn't because the US owns the IP for the EUV tech and ASML's EUV light sources are made by CYMER in the US, which ASML bought but they're still under US t…

In the grand scheme you are correct - there is enough US corporations' tech in ASML machines so that the US government has enough leverage to force ASML to comply with its export restrictions.

But your details aren't exactly right, I think. Cymer builds light sources for DUV, not EUV. The EUV light sources are built by Trumpf in Germany, at least as far as I know.

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

#186
post #14

Sort of incredible that Germany is getting decade old technology for this much investment.

MCUs are created using still relatively ancient tech and we still have shortages of those. Many chips don't need fancy new tech.

Easier to make low power devices on older processes too. Much smaller leakage currents and more robust.

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

#187

Along with (hopefully) that french startup (Mistral) founded by the LLaMA guys, the EU is putting together the pieces they need to keep up with AI and maintain their ability to leverage their control mechanisms upon the FAANGS. Realpolitk wise they absolutely cannot risk regulatory capture to a few select firms on the west coast of the USA. Altman himself threatened (for a brief period) to cut off GPT to the EU after…

Why would be the language death bad. Imho, from practical point of view it doesn't make sense to have multiple languages, or?

imperialism

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

#188

Earlier quoted context omitted.

Im rather sure Robert Bosch and Infineon are aware of what chips they need. Obviously not the Zen 5, M3 or Meteor Lake. Germany needs CPUs for the industry. Cars, machines, planes, wind turbines and so on :) But you cannot build Personal-Computers with them? That failure is caused by Siemens (Siemens-Nixdorf) and AEG. In GDR/DDR they were close to build a 386 compatible CPU. The remaining knowledge is still somewhat…

Nowadays you need AI chips in cars too.

But cheap ones, not the best.

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

#189

Along with (hopefully) that french startup (Mistral) founded by the LLaMA guys, the EU is putting together the pieces they need to keep up with AI and maintain their ability to leverage their control mechanisms upon the FAANGS. Realpolitk wise they absolutely cannot risk regulatory capture to a few select firms on the west coast of the USA. Altman himself threatened (for a brief period) to cut off GPT to the EU after…

What does a low tech (for chips) chip fab have with AI?

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

#190

Earlier quoted context omitted.

You're wrong, your parent is correct. NL government had to block sales of ASML EUV machines to China on the US's request since they didn't want to enable China build advanced chips. ASML definitely wanted to sell to China to increase their quarterly revenues but couldn't because the US owns the IP for the EUV tech and ASML's EUV light sources are made by CYMER in the US, which ASML bought but they're still under US t…

In the grand scheme you are correct - there is enough US corporations' tech in ASML machines so that the US government has enough leverage to force ASML to comply with its export restrictions. But your details aren't exactly right, I think. Cymer builds light sources for DUV, not EUV. The EUV light sources are built by Trumpf in Germany, at least as far as I know.

You're incorect. Trumpf doesn't make EUV light sources, just lasers. Cymer builds the EUV light sources, by blasting microparticles of tin with said Trumpf lasers to generate EUV light.

> at least as far as I know.

You could have also googled this to factcheck before posting if you were unsure ;)

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