21 votes

TSMC delays US chip fab opening, Arizona chip factory won't be operational until 2025

3 comments

  1. [3]
    l_one
    Link
    There are so many different issues and challenges with this fab plant, though I do understand at least some of the major reasons it is being pushed through. The lack of skilled personnel is quite...

    There are so many different issues and challenges with this fab plant, though I do understand at least some of the major reasons it is being pushed through.

    The lack of skilled personnel is quite real. The people who have working knowledge of the most advanced, lowest nano-meter processes are very much concentrated in Taiwan and South Korea. I know China has their own initiative, but to my knowledge while they do have a 7nm node, they are using DUV instead of EUV which still places them behind the state of the art.

    There are work-culture and culture-culture issues that cause friction with TSMC trying to build up an American workforce. There is the rather major issue of massive water requirements for a current-gen chip-fab facility being placed in Arizona of all places - though I know initiatives like this are entangled in a morass of competing political pressures which results in decisions that make very little practical sense.

    Ultimately, I agree that having a current-gen chip-fab facility on US soil is critically important from a national security standpoint when viewing China's investment in military modernization and their ever-increasing agitation and brinksmanship, especially regarding Taiwan.

    There is a great deal of political capital and liquid capital pushing this forward, and I'm quite sure it will be finished and operational eventually, but I'm damn sure it is going to be a frustrating process.

    12 votes
    1. [2]
      babypuncher
      Link Parent
      What are the ongoing water requirements of operating these chip fabs? I know there is a big upfront investment, but my understanding is that TSMC is able to recycle and reuse most of their water...

      What are the ongoing water requirements of operating these chip fabs?

      I know there is a big upfront investment, but my understanding is that TSMC is able to recycle and reuse most of their water rather than discharging it as waste. But I haven't really seen any numbers that articulate this in relation to the water usage of other industries in Arizona.

      2 votes
      1. l_one
        Link Parent
        There are a few articles I have found that have some good details, here is one from semiconducter-digest.com. This article from the Taipei Times says the estimate for the Arizona plant is about 50...

        There are a few articles I have found that have some good details, here is one from semiconducter-digest.com.

        This article from the Taipei Times says the estimate for the Arizona plant is about 50 billion liters per year (49.3 billion projected).

        3 votes