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Recent content by osnium

  1. O

    America Projected to Triple Semiconductor Manufacturing Capacity by 2032, the Largest Rate of Growth in the World

    Has the quality of American semiconductor process engineers degraded over time in your experience? Intel had process leadership a decade ago and that observation would be consistent with American engineers being better a decade ago than today.
  2. O

    TSMC’s debacle in the American desert Missed deadlines and tension among Taiwanese and American coworkers are plaguing the chip giant’s Phoenix expans

    Do you think the Chips Act was a mistake? More importantly, if the US workforce is not capable, should US engineers even bother with going into the semiconductor manufacturing industry if they are not competitive due to poor work ethic and skills?
  3. O

    Micron set to get $6.1 bln in chip grants from US

    Do you know why Micron got less money than Intel, Samsung and TSMC?
  4. O

    Applied Materials could abandon $4bn US R&D project

    Very unfortunate. Could they put this R&D center in the Austin area and try to get state money for it?
  5. O

    Biden-Harris Administration Announces Preliminary Terms with Samsung Electronics to Establish Leading-Edge Semiconductor Ecosystem in Central Texas

    Samsung was part of the IBM alliance so they have experience with transferring research done in the US to their development teams in Korea. I suspect they will start out as pure research/pathfinding rather than doing development in Texas.
  6. O

    TSMC’s $65 billion bet still leaves US missing piece of chip puzzle

    Dr. Ian Cutress or Dylan Patel are qualified to write for the FT as well.
  7. O

    TSMC to get $6.6B, manufacture N2 in Phoenix

    If the money was proportional to the total expenditure, (65B vs 100B), TSMC would be getting $5.5B. However, TSMC has a long track record of semiconductor manufacturing excellence that they can point towards to justify the money, even if it’s questionable if it can be transferred to the US...
  8. O

    TSMC to get $6.6B, manufacture N2 in Phoenix

    I don’t think the announcement said anything about an advanced packaging site. Did I miss something?
  9. O

    TSMC to get $6.6B, manufacture N2 in Phoenix

    TSMC will be manufacturing N2 in its second Phoenix fab and will be opening up a third factory in Phoenix with a total projected investment of $65B. Taiwan Semiconductor Manufacturing Company plans to build an additional factory and upgrade another planned facility in Phoenix with the federal...
  10. O

    Samsung expanding scope of Tyler fab

    Given the increasing cost of development and construction costs, is the total addressable market (TAM) large enough to justify three leading edge foundries? Keep in mind that China is increasingly getting cut off so the TAM is shrinking.
  11. O

    Samsung expanding scope of Tyler fab

    https://www.wsj.com/tech/samsung-to-fortify-u-s-chip-revival-by-swelling-its-texas-investment-to-44-billion-6d2d1799 WSJ reporting that Samsung will be spending $44B
  12. O

    Intel to get $8.5B from the CHIPS Act

    A lot of the semiconductor ecosystem in Oregon is due to Tektronix as opposed to Intel. For example, Analog Devices’ was originally a Tektronix fab and Triquint (now Qorvo) is also a Tek spinoff. Other fabs like the OnSemi fab in Gresham were originally build by Japanese companies in the 1980s...
  13. O

    Intel signs Microsoft as foundry customer, says on track to overtake TSMC

    If Intel design teams are “dysfunctional” and if design is getting commoditized as evidenced by cloud companies like Amazon, MSFT, Google and others starting to design silicon, then doesn’t it make sense for Intel to invest more in fabs as a backup business plan?
  14. O

    Yale Engineering Dean's Invited Speaker Series featuring C.C. Wei, CEO, TSMC

    I thought many of the questions were broad and shallow and thus did not get as much insights as I was hoping for. A couple of key observations: 1) C.C. Wei noted that Roger Haken of TI was a key mentor of his and described his working style. 2) He went on a side digression (jokingly) about how...
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