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
#2That'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 friendly nodes.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#3Wonder 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.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#4Wonder 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.
You don’t see how that would immediately produce blowback? Is Congress going to say “oh shucks” and authorise another weapons deal? Or might they redirect those dollars domestically while reducing patrols of the Taiwan Straits?
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#5Wonder 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.
They probably figure it’s better to be the one doing it than someone else.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#6Great 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.
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#7Great 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.
> Curious why they've chosen Dresden though.
Because many foundries are located there like GlobalFoundries and Bosch
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#8Great 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.
> Curious why they've chosen Dresden though. Because many foundries are located there like GlobalFoundries and Bosch
Makes sense. Thank you!
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#9Great 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.
Dresden is a huge chip hub with lots of talent
Re: TSMC, Bosch, Infineon, NXP to jointly build semiconductor fab in Europe
#10Great 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.
Maybe because East Germany is cheaper?