Post reply

The message has the following error or errors that must be corrected before continuing:: Warning: this topic has not been posted in for at least 120 days.
Unless you're sure you want to reply, please consider starting a new topic.

Name
Email
Subject
Message icon

Other options

Return to this topic
Don't use smileys

Verification:

Please leave this box empty:

Shortcuts: ALT+S post or ALT+P preview

Topic summary

Posted by Astar

- January 25, 2021, 12:06:58

That's a dumb move, Samsung. TSMC has reviewed the cost issues of setting up shop in the US. Even with Donald Dumb's pressure, they have refused to do meaningful investments. For good reason.

The cost of US labour and the sheer distance from the rest of the global manufacturing supply chain means that making semi-conductors in the US simply isn't economical.

All the manufacturers, OEMs, ODMs not to mention other fabs like TSMC's, Samsung's, Micron's are in Asia. If the final assemply is in Asia (typically overwhelmingly in China) by the OEMs & ODMs there, then you want to keep your semi-con manufacturing close by!

Samsung will only end up shipping their overpriced CPUs across the Pacific Ocean only for the assembled smartphones, laptops, PCs, workstations and servers to be shipped back across the ocean to the US. What taxes can they save? Joe Biden is definitely not going to be as tariff crazy as Donald Dumb anyway.

Posted by S.Yu

- January 23, 2021, 16:31:56

GAA at 3nm is Samsung's only chance of overtaking TSMC in the foreseeable future...

Posted by Redaktion

- January 23, 2021, 09:41:42

As TSMC pushes ahead with their plans for 3nm FinFET lithography, Samsung's reportedly investing over US$10 billion in an Austin, TX facility to take their own 3nm manufacturing strategy forward.

https://www.notebookcheck.net/The-3nm-race-is-on-Samsung-allegedly-invests-US-10-billion-in-Austin-TX-semiconductor-facility.516500.0.html