3 ms·
not that I am aware of (read: no unless someone proves me dumb) Major supppliers include: Nikon ASML KLA-Tencor Applied Materials (AMAT) Lam Research the
by avs733 6y ago
not that I am aware of (read: no unless someone proves me dumb)
Major supppliers include:
Nikon
ASML
KLA-Tencor
Applied Materials (AMAT)
Lam Research
the timeline they are suggesting isn't literally impossible as a matter of phyics but is, to me, laughably unrealistic and likely done to try and extract tax incentives.
Unless they have already broken ground in Texas...and are just shopping for a better deal
- baybal2 6y ago> Major supppliers include: Add like 100 more companies to the list. A fab is not only a lithographic line, but a ton of other very unique, industry specific equipment. Air handling for fabs stuff is up to 24 months lead time, and has no use in any other industry. Ultra clean water plants — 9 to 18 months. Just two vendors on the planet. Gas plants — take few years to construct by themselves Chem plants — again years long lead time equipment from only one vendor in the world On site mask shops — equipment, and processes not much cheaper, or less scarce than the last gen chip making gear itself. Cleaning stations, degassing stations, industry specific SCADA hardware, AMHS... (https://youtu.be/XKXZT-BBUEE https://youtu.be/XKXZT-BBUEE) Post-backend stuff... The list will go on for a few screens.
- mhh__ 6y agoEven a Pencil (I, Pencil) takes thousands and thousands of people, I'm guessing it's on the order of millions for a big fab.
- avs733 6y agoI’m honestly surprised we have not seen a blank wafer shortage. I remember the craziness post 2011 earthquake...”well how many wafers do we have”
- nl 6y agoThere is a blank wafer shortage, but - strangely - for 200mm wafers (not the state-of-the-art 300mm ones) https://www.extremetech.com/computing/318554-a-massive-chip-shortage-is-hitting-the-entire-semiconductor-industry https://www.extremetech.com/computing/318554-a-massive-chip-...