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How much does Germany's very expensive electricity affect TSMC's costs?
by UltraSane 2y ago
How much does Germany's very expensive electricity affect TSMC's costs?
- varjag 2y agoAt that size of node, semiconductor manufacturing costs are not material constrained.
- UltraSane 2y agoelectricity is not "material" it is energy input.
- nothrabannosir 2y agoI’m assuming he means capex vs opex ? Electricity is opex.
- varjag 2y agoWhen you get a detailed quotation from a manufacturer it's usually split into three: NRE, time (labor and machine) and material. Energy and other recurring consumables go under material. In case of semiconductors with frontier processes (last few generations) NRE is extremely high and machine time rates are expensive. Doubling or tripling energy costs would have negligible effects.
- Reimersholme 2y ago[dead]
- markhahn 2y agochip fabs are big and contain a lot of things like pumps (and even a few very exotic lasers). but they're not power-intensive the way a steel plant is - or even a datacenter.