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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

#81
post #65
post #57

Earlier quoted context omitted.

20 years forward - "The AI is uncharted territory for all of us."

To be fair, fillable PDF forms from public institutions still seem to be uncharted territory for large parts of Germany.

On the other hand: Why fill out PDF forms if you can just send HTML forms and submit them directly to the administration. This is how the Danish system works.

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

#82
“…begin construction of the fab in the second half of 2024 with production targeted to begin by the end of 2027”.

It’s good to see new fabs in Europe, but I think it’s a bit late and with “old” technology. On the other hand there are many other areas in need of chips that will benefit from this in the coming years.

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

#83
post #65

Earlier quoted context omitted.

To be fair, fillable PDF forms from public institutions still seem to be uncharted territory for large parts of Germany.

On the other hand: Why fill out PDF forms if you can just send HTML forms and submit them directly to the administration. This is how the Danish system works.

Or just use fax. That's how it works in Germany

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

#84
post #62

This smells of government-subsidized terrible ideas. German energy costs, land costs, lack of water, crazy high taxes, and anti-business governments. OTOH Netherlands would make a much better option in almost every angle. And add having ASML engineers around the corner.

Strategically, if Germany gets too much on its territory the other EU countries should worry, especially France and Italy.

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

#85
post #35

Earlier quoted context omitted.

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

That's exactly the issue, isn't it? The Chips Act was marketed as an attempt to bring back "cutting-edge chips" to Europe, and to promote research and innovation. In the end it turns out to just be a huge government subsidy for a bog-standard fab which is at least a decade behind what TSMC is building in Taiwan. Great for automotive companies who want to strengthen their supply lines, but pretty pointless when it com…

>The Chips Act was marketed as an attempt to bring back "cutting-edge chips" to Europe,

You'll have to excuse me if I'm being daft, but I assume this is not the CHIPS Act we have here in the US?

I'm aware Europe's trying (or has done) something similar, but if it's called the Chips Act this is the first time I've heard of it that way.

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

#86
post #2

That's an interesting development. I can't fathom how TSMC would've let Infineon+NXP into the deal without some level of positive, or negative coercion. For Germany, it's an insurance against TSMC possibly bailing out in the future. The 22nm node is also a very strange choice. It's absolutely not a thing which most of German industry needs, which are microcontroller, high voltage, mixed signal, niche memory, and ASIC…

They are getting 5bn to build this fab. That gives the government some leverage.

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

#87
post #2

That's an interesting development. I can't fathom how TSMC would've let Infineon+NXP into the deal without some level of positive, or negative coercion. For Germany, it's an insurance against TSMC possibly bailing out in the future. The 22nm node is also a very strange choice. It's absolutely not a thing which most of German industry needs, which are microcontroller, high voltage, mixed signal, niche memory, and ASIC…

Which are these ASIC friendly nodes?

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

#88
post #2

That's an interesting development. I can't fathom how TSMC would've let Infineon+NXP into the deal without some level of positive, or negative coercion. For Germany, it's an insurance against TSMC possibly bailing out in the future. The 22nm node is also a very strange choice. It's absolutely not a thing which most of German industry needs, which are microcontroller, high voltage, mixed signal, niche memory, and ASIC…

> I can't fathom how TSMC would've let Infineon+NXP into the deal without some level of positive, or negative coercion.

Easy: Infineon is German, NXP is Dutch, Bosch is German. Germany is not exactly going to give a massive subsidy to a foreign company, but giving one to local companies is "bolstering local economy". And TSMC gets a fab at a 50% discount out of it.

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