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Samsung Foundry: New $17B Fab in the USA by Late 2023

623 点作者 manojkr超过 4 年前

19 条评论

barbacoa超过 4 年前
I see a lot of people in this thread who don&#x27;t really know much about Samsung&#x27;s semiconductor presence in the USA. This expansion has been in the works for years. Samsung has a 100k wafer per month fab in austin texas. They are negotiating for tax abatements for expansion and using alternative sites as leverage.<p>They are not building a new fab they are expanding their S2 fab in austin texas. There was a permit application that was released a few years back that shows the true scale of their expansion plans.<p><a href="https:&#x2F;&#x2F;www.swf.usace.army.mil&#x2F;Portals&#x2F;47&#x2F;docs&#x2F;regulatory&#x2F;publicnotices&#x2F;2014&#x2F;PN_SWF-2014-00170.pdf" rel="nofollow">https:&#x2F;&#x2F;www.swf.usace.army.mil&#x2F;Portals&#x2F;47&#x2F;docs&#x2F;regulatory&#x2F;pu...</a><p>If this goes through it could made Samsung&#x27;s S2 fab larger than even TSMC&#x27;s monster gigafabs.
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baybal2超过 4 年前
&gt; New $17B Fab in the USA by Late 2023<p>Impossible.<p>Leads times on fab hardware are on all time high.<p>Not to say that construction, and setup itself would be extremely challenging in such timeframe.<p>And not saying that US has no supply chain locally for modern fabs. Intel famously flies a lot of its consumables from abroad.<p>Samsung will have similarly to transport its consumables by air if they go with this plan.
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gautamcgoel超过 4 年前
Really happy to see this. It&#x27;s really frightening how dependent we are on other countries to manufacture our chips. I hope that more American chip companies choose to build fabs here as well, though I recognize how expensive that would be...<p>Also... is every single tech company investing heavily in Austin? It sure feels like it!
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rmac超过 4 年前
Can someone smarter than me explain why larger companies (e.g., samsung, amazon) can get 50-100% tax breaks from various governments, and we are all seemingly ok with that? What about mid-size businesses? Should they band together to come up with the same &quot;we&#x27;ll create X jobs in your town claim&quot;?<p>Whatever happened to taxing the rich?
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DC1350超过 4 年前
If you’re wondering like me why they would bother building in an expensive country with fewer qualified workers:<p>“To build a leading-edge manufacturing facility, Samsung needs rather huge incentives from authorities. In particular, Samsung is requesting combined tax abatements of $805.5 million over 20 years”
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kansface超过 4 年前
I know SV wasn&#x27;t in the running, but I can&#x27;t imagine the Bay Area or California even addressing the permits by 2023... On another note, does anyone know if the supply chain&#x2F;parts&#x2F;materials&#x2F;machinery can be sourced from outside of Chinese suppliers?
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PhantomGremlin超过 4 年前
Sheesh. I can&#x27;t believe all the comments here that say, more or less &quot;It&#x27;s an expansion of an existing fab&quot;.<p>It&#x27;s most emphatically NOT that!<p>Directly from the article:<p><i>The plans for the new fab are called Project Silicon Silver (PSS), and it will be located adjacent to S2. It will not use any of the existing buildings of S2, but will be a completely new fab constructed from the ground up. It will have its own operations support, central utility building, industrial waste treatment, air separation plans, storage for inert gases, and other constructions.</i><p><i>The only currently-contemplated interconnections between the new facility and the surrounding existing property may be a pedestrian and&#x2F;or material bridge or walkway constructed between the existing improvements on the site and the new construction</i><p>That couldn&#x27;t be more clear as far as I&#x27;m concerned!!!
thedudeabides5超过 4 年前
Woo, go team!<p>Love that the US is bringing critical technology supply chains back onshore.
mchusma超过 4 年前
Its very important for the US strategically to build out its foundry capabilities, so this plus the TSMC plant are big steps forward there.
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somethoughts超过 4 年前
Interesting if it is related to the possibility of manufacturing smart phones in Mexico [1].<p>In that sense if you were to take the output of an Austin based fab to supply a smart phone manufacturing supply chain in Mexico versus China, that would be a significant reduction in the length of a smart phone supply chain.<p>[1] <a href="https:&#x2F;&#x2F;www.reuters.com&#x2F;article&#x2F;us-mexico-china-factories-exclusive&#x2F;exclusive-foxconn-other-asian-firms-consider-mexico-factories-as-china-risks-grow-idUSKBN25K17X" rel="nofollow">https:&#x2F;&#x2F;www.reuters.com&#x2F;article&#x2F;us-mexico-china-factories-ex...</a>
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MangoCoffee超过 4 年前
regarding job: modern fab is pretty much automated.<p>however, people who run the fab are mostly engineers. TSMC recruit from Taiwan&#x27;s top University like National Taiwan University. you&#x27;ve to pay these professionals a high salary regardless where the fab is. (each new gen fab is more automated than pervious.) just check out the salary + bonus for TSMC engineers in Taiwan.
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u678u超过 4 年前
Why Austin? I thought you needed a lot of water for fabs.
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m3kw9超过 4 年前
When fab hardware depends on chips made by fabs.
dirtyid超过 4 年前
Assuming proposed US semi fund will be chipping in for Samsung asking 1B in tax subsidies like TSMC.
tgtweak超过 4 年前
Finally - this is great news - I hope they put a lot of design staff here too, not just fab workers.
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alexfromapex超过 4 年前
This will be good for the US chip supply chain, hopefully more chip makers follow suit
dmix超过 4 年前
Of course it&#x27;s in Texas, not in SV. And TSMC going to Arizona.
nexthash超过 4 年前
This is awesome! The US needs domestic chip manufacturing, in order to be able to effectively compete, take business from, and vanquish China on all fronts. This includes AI, automobiles, the cloud, etc. The coming technology arms race is looking to be like a second Cold War, so we need to remember the lessons of the first (like containment) and apply them again.
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jdkee超过 4 年前
Reporting on Foxconn’s Wisconsin “manufacturing plant” at the time.<p><a href="https:&#x2F;&#x2F;www.theatlantic.com&#x2F;business&#x2F;archive&#x2F;2017&#x2F;07&#x2F;foxconned&#x2F;535170&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.theatlantic.com&#x2F;business&#x2F;archive&#x2F;2017&#x2F;07&#x2F;foxconn...</a>