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Samsung plans $17B chip plant in Taylor, Texas

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Re: Samsung plans $17B chip plant in Taylor, Texas

#222
post #175

Earlier quoted context omitted.

FWIW, the problem wasn't a generalized grid management problem. It was a failure to properly winterize gas plants for rare freezing events. The Texas grid itself is in reasonable shape as far as I know.

"The grid" tends to refer to more than just the transmission wires.

That seems unnecessarily sarcastic. I wasn't saying just the "wires". I was trying to shed more light on what the actual problem was.

Re: Samsung plans $17B chip plant in Taylor, Texas

#223
post #69

After the TX grid failure last winter, it's probably not a coincidence that Samsung's new facility will be near ERCOT's operation center in Taylor, which manages the TX grid, and will likely be the last load to shed when the grid's stressed. Used to work in the Austin fab, and the amount of money lost per minute in a power failure is mind boggling. The tax breaks Taylor offered ($314m) are not that different from wha…

They are setting up fairly close to Tesla. Wonder if they are working on a deal for Tesla to provide battery backup. Interestingly enough Austin, TX appears to be rapidly approaching SF status as a tech hub and may soon surpass them. Its an interesting thing to watch and really gives insight into how politics and taxes affect business and growth.

care to share any sources? or did you just make this up?

Re: Samsung plans $17B chip plant in Taylor, Texas

#224
post #69

After the TX grid failure last winter, it's probably not a coincidence that Samsung's new facility will be near ERCOT's operation center in Taylor, which manages the TX grid, and will likely be the last load to shed when the grid's stressed. Used to work in the Austin fab, and the amount of money lost per minute in a power failure is mind boggling. The tax breaks Taylor offered ($314m) are not that different from wha…

They are setting up fairly close to Tesla. Wonder if they are working on a deal for Tesla to provide battery backup. Interestingly enough Austin, TX appears to be rapidly approaching SF status as a tech hub and may soon surpass them. Its an interesting thing to watch and really gives insight into how politics and taxes affect business and growth.

What are some interesting startups in Austin area?

Re: Samsung plans $17B chip plant in Taylor, Texas

#225
post #146

Earlier quoted context omitted.

No single country is capable of producing the newest chips end to end. Lithograph machines, raw materials, clean room builders, educated workforce, and the scale to do each of these economically are simply not available in one location. By the time you could produce such a focus of the industry, it would already have moved on and require different inputs that are not in that country.

I think that's what the person you're replying to is saying. The government should subsidize domestic production because it's a prestige issue for the nation. Sort of like having an aircraft carrier group but in the form of economic power.

It's not that simple. The components of a chip go through something like 40-50 countries, and include tens of thousands of suppliers. Involved in this are some of the most sophisticated technologies known to man.

To centralize all of this in one country is most likely impossible. It's not even a matter of throwing money at it. $100 billion won't get you there.

Re: Samsung plans $17B chip plant in Taylor, Texas

#226

Earlier quoted context omitted.

They are setting up fairly close to Tesla. Wonder if they are working on a deal for Tesla to provide battery backup. Interestingly enough Austin, TX appears to be rapidly approaching SF status as a tech hub and may soon surpass them. Its an interesting thing to watch and really gives insight into how politics and taxes affect business and growth.

care to share any sources? or did you just make this up?

Make what up, The Tesla link? I just asked the question, I have no info either way, notice I said "Wonder if".

Re: Samsung plans $17B chip plant in Taylor, Texas

#227
post #69

After the TX grid failure last winter, it's probably not a coincidence that Samsung's new facility will be near ERCOT's operation center in Taylor, which manages the TX grid, and will likely be the last load to shed when the grid's stressed. Used to work in the Austin fab, and the amount of money lost per minute in a power failure is mind boggling. The tax breaks Taylor offered ($314m) are not that different from wha…

This...but did Samsung quietly negotiate a "any further energy supply f*ck-ups are 100% on YOUR dime" deal with the State of Texas, or what? By several accounts, the TX grid got darn close to collapse last winter - at which point "ERCOT Op Center is next door, and we get top priority" would not get you a single erg.

The going deal is, if there’s a power failure, we’ll let you recoup your costs from the taxpayers even as you profiteer. The governor can be bought for a very affordable $1 million. Certainly the incentives are aligned to solve this problem! https://www.texasobserver.org/after-kelcy-warrens-energy-tra...

Re: Samsung plans $17B chip plant in Taylor, Texas

#228
post #59

I am still amazed by the shortsightedness of how these critical and strategic goods are off-shore. No wonder why the supply chains are fragile and not robust. It should be illegal for strategic goods and components such as chips and semiconductors to be produced offshore. Yes, it will raise prices in the short and medium-term, but it will make the domestic economy and manufacturing sector more robust, resilient to su…

The blame for this is purely on the shoulders of business leaders coming out of MBA programs across the US. It seems the only thing those places are teaching is how to join a company, strip it to the bone, hype up the short-term 5% growth, and get millions of dollars in raises.

To be fair, they are often just following orders: "Maximize shareholder value" with a quarter/year schedule.

Re: Samsung plans $17B chip plant in Taylor, Texas

#229

Earlier quoted context omitted.

care to share any sources? or did you just make this up?

Make what up, The Tesla link? I just asked the question, I have no info either way, notice I said "Wonder if".

> rapidly approaching sf status. That should be a quantifiable metric?

Re: Samsung plans $17B chip plant in Taylor, Texas

#230

I am still amazed by the shortsightedness of how these critical and strategic goods are off-shore. No wonder why the supply chains are fragile and not robust. It should be illegal for strategic goods and components such as chips and semiconductors to be produced offshore. Yes, it will raise prices in the short and medium-term, but it will make the domestic economy and manufacturing sector more robust, resilient to su…

> I am still amazed by the shortsightedness of how these critical and strategic goods are off-shore. At what point do goods go from being non -critical/strategic to being critical/strategic? At what point did car companies have to worry about chips being "critical"? At what point did smartphones become "critical" to people's lives? Things were not critical at all, and then when few people were looking, they moved acr…

semiconductors have been critical since the day they were invented, because computers were already critical at that time. the first major manufacturers of semiconductors were defense contractors.
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