And yet more fabs in the desert
I'll stock up on the popcorn while waiting for the inevitable "Fabs in Texas starved for water" article that should show up in 2023.
Mine's the one with the "Where to find water" manual in the pocket.
Everything's bigger and better in Texas, as the saying goes. Texas Instruments (TI) has announced it's fixin' to build two silicon wafer fabrication plants there – and maybe another pair after that. The venerable company will soon break ground on a pair of new 300mm semiconductor wafer fabs in Sherman, in the northeast of the …
The bad winter storms in February this year revealed (to us in the rest of the world) that Texas has its own separate power grid, isolated from the rest of the US. Samsung had to shut production down in their Texas fab due to a lack of power. Will these fabs be at risk too?
It's all very well saying that they are going to be using 300mm wafers, but without knowing what node they are targeting we have no idea what market segment they are after. There's a lot of demand for older nodes (12nm or larger), but these sound like 5 or 3nm given the cost and timescales.