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

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21–30 of 526 posts

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

#21
post #14

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

The likes of Bosch/Infineon/NXP are not interested in bleeding edge fabs, they sell embedded CPUs from very old fabs they still have. So this is an advancement for them, and totally sufficient for embedded stuff.

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

#22
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 is a big player (politically and financially) in the EU and the Eurozone and it's benefitial to have them on your side.

(Also such a large economy can offer better (aka larger) subsidies if they want to)

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

#23
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)

Eindhoven is also still growing: https://siliconcanals.com/news/startups/dutch-smart-photonic... Much smaller though!

It's probably good for the EU in general to have multiple silicon hubs.

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

#24
post #14

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

The biggest concern for Germany is chip supply for the industry, especially the automotive sector, machinery, military and so on. 28/22 and 16/12 chips are still going to dominate in that sector for a long time.

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

#25
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.

More like the opposite, by making ties with other countries, Taiwan will win some geopolitical points.

TSMC alone has no control over if the Chinese government will commit such aggression, if they would do their whole company strategy based on fearing the CCP, there's no way they can be successful.

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

#26
post #14

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

They won't use that technology to produce mobile phones or GPUs.

There are plenty of application were structure size, performance and/or power draw doesn't really matter.

E.g. Automotive / Industrial applications

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

#27
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.

Not for this fab. The technology is quite old, so it doesn't directly change anything about our reliance on Taiwan's cutting-edge fabs.

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

#28
post #21
post #14

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

The likes of Bosch/Infineon/NXP are not interested in bleeding edge fabs, they sell embedded CPUs from very old fabs they still have. So this is an advancement for them, and totally sufficient for embedded stuff.

> totally sufficient for embedded stuff.

No, TSMC 22 has no eFLASH, expensive SRAM, lacking of analog capability, lacks high temperature tolerance, and is tied to multiple patterning design flow.

TSMC 40 on the other hand is the last portable node, with MRAM, eFLASH, high temp, some mixed signal, RF, no MP, and everything else your soul desires.

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

#30
post #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".

>The planned joint venture will be 70% owned by TSMC, with Bosch, Infineon, and NXP each holding 10% equity stake, subject to regulatory approvals and other conditions.

I wonder what them "providing" 5 billions as news reports put it actually means. Is this a loan, a gift, or some other type of deal?

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