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I think this fab was already in construction before the AI hype, this is just marketing.
by 1718627440 4mo ago
I think this fab was already in construction before the AI hype, this is just marketing.
- joe_mamba 4mo ago[flagged]
- topspin 4mo ago"Process node," in the sense of logic, RAM or Flash density, isn't relevant here. These are power devices. Silicon Carbide FETS and whatnot; bulk current switching and related devices. Not frontier process node logic devices. That reality is carefully left unclear in all this "silicon sovereignty" narrative. It's a nice plant with new tooling cranking out 300mm wafers, but it's not the same game as a TSMC or Intel fab making cutting edge, high margin silicon, and there are a number of competitors making similar power devices around the world. And yes, the "AI" fluff is pure marketing nonsense; everyone needs lots of power devices for everything. Yes, they'll obviously seek lucrative contracts to supply exotic power devices for AI applications, but that stuff gets commoditized quickly.