Earlier quoted context omitted.
[flagged]
Such as?
[flagged]
TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
431–440 of 526 posts
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#432Earlier quoted context omitted.
Not less critical but you see if they steal something the rest of the world needs then they can hold the world to ransom but if the rest of the world has alternatives then they can't. That has to change their calculations about when and how they will make a move.
Why do you think Taiwan reuniting with China would steal anything from the rest of the world? Nothing in Taiwan is owned by the rest of the world, Taiwan itself owns what they have. And the Chinese government will not stop selling what Taiwan produces.
Steal from Taiwan. And once you control a resource you can control access to it based on who pleases you the most.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#433Earlier quoted context omitted.
Not only that, but the fab undergoing the 2 - 5 year refit would also not be in full production capability. So there is the revenue loss in addition to everything else. and suddenly just building new makes even more sense.
Not everything needs cutting edge chips. Heck, I can use crappy chips for every home appliance and home IOT device. Sure I want high end stuff for my laptop so I can do AI, but that is just 1 application.
Yep. If you spend 5 years building a fab, then it will definitely be run on maximum utilization for as long as possible.
Things like microcontrollers thrive on the 180nm to 28nm nodes.
And even 74HC series logic chips are still being manufactured by Texas Instruments and Nexperia (former NXP/Philips). All fab capacity gets used.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#434Earlier quoted context omitted.
They aren't that crazy, where else would you build them... France, Italy? German labor laws are pretty average for western Europe. You need stability, skilled and productive workers and it wouldn't hurt to have a chemical industry, Germany has all that.
USA (and yes, I know they are building some here already). Maybe UK as well.
Neither of these are in the EU and won't solve the problem for the EU, they'd still be dependent on other countries. The point is to bring the production to the EU.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#435Earlier quoted context omitted.
Just weird to me that they build in Germany. Germany basically pressed "delete" on (clean) energy for the coming decades and has very little capacity to seriously expand their energy conversion.
Germany has build more PV capacity in the last three years than the total nuclear capacity it ever build, and the numbers are increasing thanks to regulatory cutbacks by the current government. Meanwhile new nuclear reactors cost 4 times as much as renewables and take decades to build. So stop spreading FUD.
And thats a good thing in Germany with is known for its sunny weather.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#436Genuinely curious how these events fall in place. I'd like to know how long a selection process like this takes, were there other cities in the running, and how did Dresden become the choice. Is the best similarity with how car companies like VW and Honda choose cities in the US?
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#437Earlier quoted context omitted.
When rich nations destabilize poor nations and incentivize cheap labor to migrate to the rich nation.
You might get more traction calling it "brain drain", since that's the more common term in at least the US.
Is it "brain drain" when it's "cheap labor" that's moving, as claimed by the parent comment?
Regardless, doesn't matter, since their entire point is based on a very flawed and naive idea of economic development.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#438Like with the Arizona fab question where will they find the skilled workers?
Putting up four walls and a roof, with some chip fabbing equipment doesn't make an efficient fabrication location. When you have American TSMC worker complain about long shift hours i imaging it wouldn't be any better in Europe for TSMC.
This feels more like TSMC grabbing from subsidies pots where it can hoping this will please the NATO nations and that TSMC hopefully survive long enough te reenter the mainland again on time before the mainland goes completely domestic with chips fabrication.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#439Earlier quoted context omitted.
The technology is roughly 10 years behind, but in the scenario that the replacement capability becomes important is something like Trump fumbles the great power competition and US and China have a nice nuclear moment. And frankly making do with Haswell era CPUs is lamentable but as far as nuclear exchanges go not that bad.
Older generation fabs are critical. They power most of the machines around us, and often pump out low priced but capable chips. I certainly am not contesting that. I responded to someone who seems to believe this is the great AI equalizer. This fab has no relevance to AI. And FWIW, Europe already has a number of much more advanced fabs! Intel is currently upgrading Ireland to "Intel 4" spec (which in TSMC land would…
Well, ASML wouldn’t be doing it without the micro optics they buy from Zeiss in Germany either, it doesn’t stop there
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#440Just want to share these relevant videos from Asianometry: How Semiconductors Ruined East Germany https://youtu.be/cxrkC-pMH_s Why Europe Lost Semiconductors https://youtu.be/5ZdmS-EAbHo Europe’s Lost Decades in Semiconductors https://youtu.be/PpSdytrNEBg It's great to get chip manufacturing back to Germany after all the struggles, even if it's not cutting edge.
This isn't quite the only fab in Dresden. GlobalFoundries (ex-AMD) even does 12nm manufacturing in the same city, at least according to Wikipedia. There are others too (https://en.wikipedia.org/wiki/Silicon_Saxony).