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I don't know much about the exact tools needed for 3DXPoint, but the value of semiconductor manufacturing capacity generally in the U.S. has dramatically increa
by cameldrv 5y ago
I don't know much about the exact tools needed for 3DXPoint, but the value of semiconductor manufacturing capacity generally in the U.S. has dramatically increased in the past year. This is now seen as a strategic resource and the government is willing to subsidize it. The value of 3DXPoint production though is not really strategic to the U.S. since hardly anything uses it that couldn't also use regular flash memory.
If a fab can show that they have the ability to at least partially fill the role of a TSMC in case of a disruption, there are large profits to be had. This may be the context and motivation for the sale.