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The issue is that Intel manufacturing chips in the US wouldn’t have solved the chip problems with cars for instance. What TSMC traditionally does is keep trail
by scarface_74 1y ago
The issue is that Intel manufacturing chips in the US wouldn’t have solved the chip problems with cars for instance.
What TSMC traditionally does is keep trailing edge fabs online that are fully depreciated and use those to produce chips that don’t need to be leading edge. It wouldn’t make sense to create a new fab for trailing edge chips.
Car manufacturers aren’t going to all of the sudden start using 2mm expensive chips for their cars.
Even for TVs, the BOM for the “smarts” need to be under $10.
- hedgehog 1y ago14nm is mature and would suit this purpose fine, and they have existing capacity. The business, tools, and everything else around would need to get built out.
- scarface_74 1y agoYes. But Intel doesn’t have any customers and do they even have 14nm fabs online and how long will take to move customers to it in the case of a disruption?
- hedgehog 1y agoTo have customers they need to do the actual work of closing deals, building the customer-facing support teams, building all the tooling integrations (PDK, simulation, etc). On the manufacturing side they have to figure out who will do all the stuff besides fab, I think they have 14nm currently in the US and Ireland but the packaging might all still be Asia. It's not something to be done in case of disruption, it's essentially starting 80% of a new company to serve customers who want a US and Europe based supplier. Government customers could work, or public/private joint venture to build commodity parts, but either way they need patient customers who can help work out the problems and pay a premium to do it.
- epolanski 1y agoModern cars are powering multiple (as in 3+) screens at the same time, including games, streams and videoconferencing.
- mrheosuper 1y agowhich can already be done with >7nm chip.
- epolanski 1y agoYes, everything we have out there can already be done on 28nm chips, that doesn't mean that the goal stays idle. And in a car you have hundreds of subsystems to control and monitor too.
- high_na_euv 1y agoWhat subsystem you mean?
- epolanski 1y agoYour infotainment tracks everything from temperatures, lighting, temperature, car asset, etc.