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As I predicted, public money of the European Chips Act will flow to the big guys: https://pr.tsmc.com/english/news/3049 https://pr.tsmc.com/english/news/3049
by zoobab 3y ago
As I predicted, public money of the European Chips Act will flow to the big guys:
https://pr.tsmc.com/english/news/3049 https://pr.tsmc.com/english/news/3049
"with the final investment decision pending confirmation of the level of public funding for this project. The project is planned under the framework of the European Chips Act."
- Aeolun 3y agoThe small players have no clue how to get even a little bit of this.
- generic92034 3y agoWhat would you consider to be small players when it comes to chip production? I mean, the factories cost billions. So where would small companies play a role except as contractor, supplier, etc. for the big ones?
- addaon 3y agoThe small players are the equivalents of VIS (Vanguard International Semiconductor) and similar. A few million 8" wafers per year, but targeting specialty processes (GaN, MEMs, etc). Cutting-edge 12" fabs are capital-intensive, but there's a huge and growing role for older processes and specialty processes.
- PeterisP 3y agoIt's not like there exists any small player who can even imagine building a fab like that. All the small players in semiconductors exist by doing some particular niche like design or making some tool, but all of them outsource the actual fabrication - the thing that European Chips Act wants to fund - to someone else.