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I wonder why samsung/other companies are not investing much in new Fab. There are so many Fabs planned in other parts of world but almost all by TSMC.
by akmittal 5y ago
I wonder why samsung/other companies are not investing much in new Fab. There are so many Fabs planned in other parts of world but almost all by TSMC.
- Keyframe 5y agoWhat makes you think Samsung isn't? They just announced $17b fab in US, construction starting next year.
- akmittal 5y agoI didn't mean they aren't, but said not as much as TSMC. TSMC has already announced US, Japan new Fabs and China fab expension. They are also discussing with Germany and India govt.
- ksec 5y agoBecause Samsung's Foundry are not as mature and profitable as TSMC. You dont built Foundry and expect customer to come. You wait until your customer confirm their orders years in advance before you stamp that $20B cost in building a new fab.
- dkjaudyeqooe 5y agoThere are always companies investing in news fabs, the difference right now is that governments are subsidising them for strategic and/or political reasons.
- bell-cot 5y agoI would bet that TSMC's competitors are similarly investing in new fabs. But TSMC is feeling a greater need to publicize its investments.
- simonh 5y agoSamsung are investing heavily in the gate-all-around architecture. https://www.economist.com/business/2021/10/21/samsung-electronics-wants-to-dominate-cutting-edge-chipmaking https://www.economist.com/business/2021/10/21/samsung-electr...