policywonk98 said:

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Doesn't TI make stuff similar to this at their plants in North Texas and elsewhere?

Why isnt this American company expanding its capability and capacity to bring as much of this stuff back inside the US as is possible?

Anyone on here work for TI or within supply chains to answer this question?

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TI just announced a major expansion in North Texas last week as well so there is a lot of movement in the US in this space.

Just took a potential catastrophe to make it happen.

All you need is~$20B, ~5 years and voila you have a fab. Now the question is are you building an analog fab, digital fab, memory fab, programmable logic fab, mixed signal fab, etc.?

policywonk98 said:

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Doesn't TI make stuff similar to this at their plants in North Texas and elsewhere?

Why isnt this American company expanding its capability and capacity to bring as much of this stuff back inside the US as is possible?

Anyone on here work for TI or within supply chains to answer this question?

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No. See my post above about MEMC, most of their executives were from TI which is what you maybe thinking about.

The MEMC plant that was in Sherman that made wafers closed in 2012. It was next door to the TI facility in Sherman

YouBet said:

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policywonk98 said:

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Doesn't TI make stuff similar to this at their plants in North Texas and elsewhere?

Why isnt this American company expanding its capability and capacity to bring as much of this stuff back inside the US as is possible?

Anyone on here work for TI or within supply chains to answer this question?

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TI just announced a major expansion in North Texas last week as well so there is a lot of movement in the US in this space.

Just took a potential catastrophe to make it happen.

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Semiconductor wafers are not made a fab and I haven't seen any wafer capacity announced.

Finance opened up the purse and we procured about 5X what we need from them, NXP, Qcom, you name it. We'll sell em all. We payed up and our competitors may be even worse off.

This is the world we live in.

I don't know dick about fab vs wafer. I did find these announcements though. First one is what I ran across last week and seems to be an update with more details on the original plan announced in 2019:

Feb 2022:
Texas Instruments details its plan to invest billions in US semiconductor chip production through 2030 (techxplore.com)

Nov 2021:
https://techxplore.com/news/2022-02-texas-instruments-invest-billions-semiconductor.html

April 2019:
https://communityimpact.com/top-stories/2019/04/18/texas-instruments-commits-to-3-1-billion-north-richardson-expansion-project/#:~:text=Texas%20Instruments%20announced%20April%2018%20it%20is%20investing,Instruments%20fabrication%20facility%20at%20300%20W.%20Renner%20Road.

One other thought. If there is all this demand for raw wafers, would this imply that the chip fabs have existing idle capacity which they are looking to fill?

Yep; plus just randomly building fabs does not solve the problem. Each type of product (semiconductor) has to have fab specific to that product (i.e. memory, power, processors, microcontroller, logic, fpga, etc.). Wafer manufacturing capacity (in the various sizes) needs to be there, lithography machines need to be available- as well as capacity and test (which all pretty much overseas). Lots of pieces to this problem.

Also Infineon (Germany Semiconductor company) owns FAB 25 in Austin (old AMD Fab off Oltorf), they are planning to expand it by 50 to 100% as well.

The US Gov is giving money to US based fabs to expand

Win At Life said:

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Clob94 said:

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MouthBQ98 said:

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Anyone want to go in on a fab facility?

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Here.

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Do you know a way to get that built and producing in under 5 years? Because people already in the industry don't know.

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Is it that they don't KNOW or that they, for whatever reason, don't WANT to do it?

Not everything needed is perceived to be profitable. Especially long term. I'm thinking there's more to this story than what was stated by the company in the OP's news release. I've never heard of a company, in any market, declare a supply shortage over a 4 year period. In tech, that's just nuts.

Ding ding ding

60% United States wafer production comes out of tsmc and Taiwan.

Tsmc now building first international plant in Arizona

Samsung building in Taylor

This is all a hedge to get that 60% number down. It just so happens it aligns to a chip shortage

Fightin_Aggie said:

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policywonk98 said:

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Doesn't TI make stuff similar to this at their plants in North Texas and elsewhere?

Why isnt this American company expanding its capability and capacity to bring as much of this stuff back inside the US as is possible?

Anyone on here work for TI or within supply chains to answer this question?

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No. See my post above about MEMC, most of their executives were from TI which is what you maybe thinking about.

The MEMC plant that was in Sherman that made wafers closed in 2012. It was next door to the TI facility in Sherman

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I don't think they ever made 300mm wafers there. That's where the money is now but it requires a large technology investment vs the 200mm stuff they were making.

MEMC was doomed to fall without that investment.