3 ms·
Maybe, but the kind of fabs we have left in the USA are running older process nodes and I don't really see why they can't crank out lower performance MCUs and i
by cartoonworld 5y ago
Maybe, but the kind of fabs we have left in the USA are running older process nodes and I don't really see why they can't crank out lower performance MCUs and integrated parts indefinitely.
There's probably going to be a kind of sweet spot that develops for fab performance, it may very well be the case that most things don't need a 75nm node process, and it will be possible to squeeze a ton of value out between 100-500.
The 10-cent mcu surely doesn't need great RF and thermal performance. In my mind, the largest problem is where the integrators and product manufacturers are and not whether we can churn out silicon in the US.
- throwaway4good 5y agoIt is not for technical reasons, but the price point of 10 cents, that is not sustainable in the US. And as you kinda said: The customers are all in China.
- cartoonworld 5y agoIf the US process nodes are older, larger node size, as we said and production is economically unsustainable as US production, but the customers are all in China, how is the tax credit for domestic US fab going to hurt Taiwan, Japan, Korea? Wouldn't it simply help bootstrap domestic production and make the economics more attractive?