In normal times markets would adjust between now and 2026 to either create more supply or temper demand through higher prices. Clearly these aren't normal times.
Key Supplier of Wafers for computer chips Has Sold Out Through 2026
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Last: 2 yr ago by ntxVol
Markets are manipulated both by faulty money and government obstacles, leading to these issues.
***
Coming soon:
AE Ventures - sooner than soon
*Psychedelic Retreats
*Physical and mental exercises
*Addiction services
Step 3: property found
Step 4: set date
Step 5: plan agenda for participants, food, logistics etc, integration and counseling post-experience
Step 6: long-term planning
I am amped.
Coming soon:
AE Ventures - sooner than soon
*Psychedelic Retreats
*Physical and mental exercises
*Addiction services
Step 3: property found
Step 4: set date
Step 5: plan agenda for participants, food, logistics etc, integration and counseling post-experience
Step 6: long-term planning
I am amped.
Anyone want to go in on a fab facility?
Here.MouthBQ98 said:
Anyone want to go in on a fab facility?
Hell, why not. Back to my professional roots, more or less.
My company had been on allocation for some time. There are certain key players in the industry, think of a certain California fruit company, that throw their weight around and suck all the air out of the room.
Seriously. It's like ammo. My understanding is extremely limited but I can't help but wonder why tf havent more players entered the industry after about a decade of massive shortage?jagvocate said:
In normal times markets would adjust between now and 2026 to either create more supply or temper demand through higher prices. Clearly these aren't normal times.
Clob94 said:Here.MouthBQ98 said:
Anyone want to go in on a fab facility?
Do you know a way to get that built and producing in under 5 years? Because people already in the industry don't know.
Win At Life said:Clob94 said:Here.MouthBQ98 said:
Anyone want to go in on a fab facility?
Do you know a way to get that built and producing in under 5 years? Because people already in the industry don't know.
Hire browns to build it, with a 24/7 schedule and timeline bonuses for early and inspected completion. "People already in the industry" don't do that sort of thing, because, reasons.
Do we need to start backing off some tech in new vehicles and other things?
Usage of chips/person on this planet is only going up, as well as overall population. It should be a no brainer to build in more capacity now, even if it takes 5 years to come online.
We went to the moon in the 60's
2022 we as a nation can't do anything and depend on other nations for our technology needs.
2022 we as a nation can't do anything and depend on other nations for our technology needs.
Hmmmm....
September 2021
Japan's SUMCO to raise $1.1 bln from new shares to expand silicon wafer output
Investment opportunity?
September 2021
Japan's SUMCO to raise $1.1 bln from new shares to expand silicon wafer output
Investment opportunity?
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Texans make the best songwriters because they are the best liars.-Rodney Crowell
We will never give up our guns Steve, we don't care if there is a mass shooting every day of the week.
-BarronVonAwesome
A man with experience is not at the mercy of another man with an opinion.
Texans make the best songwriters because they are the best liars.-Rodney Crowell
We will never give up our guns Steve, we don't care if there is a mass shooting every day of the week.
-BarronVonAwesome
A man with experience is not at the mercy of another man with an opinion.
Posted in a different thread
Hope these are still planned
Intel is spending $20 billion to build two new chip plants in Arizona
Samsung plans to build a $17 billion chip plant in Texas
South Korean Chip Maker Planning New Factory in Michigan
Maybe a little late but small rays of hope.
Hope these are still planned
Intel is spending $20 billion to build two new chip plants in Arizona
Samsung plans to build a $17 billion chip plant in Texas
South Korean Chip Maker Planning New Factory in Michigan
Maybe a little late but small rays of hope.
Among the latter, under pretence of governing they have divided their nations into two classes, wolves and sheep.”
Thomas Jefferson, Letter to Edward Carrington, January 16, 1787
Thomas Jefferson, Letter to Edward Carrington, January 16, 1787
MEMC used to make wafers in Sherman, TX. They lost to cheaper foreign competition and lack of demand. All the demand for wafers was in Asia because most of the fabs moved to Singapore then China.
This is technology that should not have been allowed to be exported but we want our cheap crap.
Now their is 1 or two companies that make wafers I believe
This is technology that should not have been allowed to be exported but we want our cheap crap.
Now their is 1 or two companies that make wafers I believe
The world needs mean tweets
My Pronouns Ultra and MAGA
Trump 2024
My Pronouns Ultra and MAGA
Trump 2024
Thanks to taxpayer money
----------------------------------
Texans make the best songwriters because they are the best liars.-Rodney Crowell
We will never give up our guns Steve, we don't care if there is a mass shooting every day of the week.
-BarronVonAwesome
A man with experience is not at the mercy of another man with an opinion.
Texans make the best songwriters because they are the best liars.-Rodney Crowell
We will never give up our guns Steve, we don't care if there is a mass shooting every day of the week.
-BarronVonAwesome
A man with experience is not at the mercy of another man with an opinion.
Understand, but rather tax credits to this than Electric cars. Maybe the U.S. could remove the EV subsidy and apply to chips. I know not until hell freezes over, doomed to fund both.TxTarpon said:
Thanks to taxpayer money
Among the latter, under pretence of governing they have divided their nations into two classes, wolves and sheep.”
Thomas Jefferson, Letter to Edward Carrington, January 16, 1787
Thomas Jefferson, Letter to Edward Carrington, January 16, 1787
Samsung building a plant in Ohio as well. So, to earlier posts supply is being ramped up as an outcome of this shortage so that's good.richardag said:
Posted in a different thread
Hope these are still planned
Intel is spending $20 billion to build two new chip plants in Arizona
Samsung plans to build a $17 billion chip plant in Texas
South Korean Chip Maker Planning New Factory in Michigan
Maybe a little late but small rays of hope.
It's just insane that we abdicated such dependency to other countries up until now.
Hopefully, pharma supply is being re-shored from China as well and we just haven't heard about it yet.
EV subsidization and promotion needs to be banned as a national security risk until we can source materials not owned by China who currently has a monopoly on battery tech raw materials. And there is really no end in sight for that.richardag said:Understand, but rather tax credits to this than Electric cars. Maybe the U.S. could remove the EV subsidy and apply to chips. I know not until hell freezes over, doomed to fund both.TxTarpon said:
Thanks to taxpayer money
Seems like an opportunity to build more production capacity.
richardag said:
Posted in a different thread
Hope these are still planned
Intel is spending $20 billion to build two new chip plants in Arizona
Samsung plans to build a $17 billion chip plant in Texas
South Korean Chip Maker Planning New Factory in Michigan
Maybe a little late but small rays of hope.
How Taylor got that is still a huge mystery around here ...
"I'm sure that won't make a bit of difference for those of you who enjoy a baseless rage over the decisions of a few teenagers."
Understand that this is a company that sells blank wafers to actual chip-producing companies like TSMC. I supposed it could be argued they are a bit of a commodity, but they are a key part of the supply chain for the chip fabs.
I would think an epi fab would be cheaper to set up, but still not cheap.
I would think an epi fab would be cheaper to set up, but still not cheap.
Anyone want to form a silicone cartel and buy up remaining production through 2030, holding it hostage to the highest bidders?MouthBQ98 said:
Anyone want to go in on a fab facility?
Cheap flat land, less regulation, access to water rights, lower taxes in some respects, conceited executives would tolerate the degree of prestige of living in Austin.
Quote:
Understand, but rather tax credits to this than Electric cars.
How about $27,000,000 of our tax dollars transferred to Samsung as a grant?
A Texas Enterprise Fund (TEF) grant of $27,000,000 has been extended to Samsung for their job creation. LInk
Obviously the state had an extra $27million lying around to give to them.
How about reduce property taxes on the rest of us?
Cue K99 to defend.....
----------------------------------
Texans make the best songwriters because they are the best liars.-Rodney Crowell
We will never give up our guns Steve, we don't care if there is a mass shooting every day of the week.
-BarronVonAwesome
A man with experience is not at the mercy of another man with an opinion.
Texans make the best songwriters because they are the best liars.-Rodney Crowell
We will never give up our guns Steve, we don't care if there is a mass shooting every day of the week.
-BarronVonAwesome
A man with experience is not at the mercy of another man with an opinion.
$$$$$$$$$$$$$$$$$$$$Quote:
How Taylor got that is still a huge mystery around here ...
----------------------------------
Texans make the best songwriters because they are the best liars.-Rodney Crowell
We will never give up our guns Steve, we don't care if there is a mass shooting every day of the week.
-BarronVonAwesome
A man with experience is not at the mercy of another man with an opinion.
Texans make the best songwriters because they are the best liars.-Rodney Crowell
We will never give up our guns Steve, we don't care if there is a mass shooting every day of the week.
-BarronVonAwesome
A man with experience is not at the mercy of another man with an opinion.
You sound like someone who wants to kill the planet!Marcus Brutus said:
Do we need to start backing off some tech in new vehicles and other things?
Deplorable Neanderthal Clinger
BigRobSA said:Win At Life said:Clob94 said:Here.MouthBQ98 said:
Anyone want to go in on a fab facility?
Do you know a way to get that built and producing in under 5 years? Because people already in the industry don't know.
Hire browns to build it, with a 24/7 schedule and timeline bonuses for early and inspected completion. "People already in the industry" don't do that sort of thing, because, reasons.
I hope this is a joke, because this is a great way to pay top dollar for a building to sit empty for 4 years waiting for the high tech fab machines to arrive. So, actually, horrible construction practice.
silicon wafer shortage (inputs into the fabs)
fab capacity fully booked
wafer test capacity fully booked
certain components used in packaging with serious shortages
package test capacity mostly booked, this can be ramped up with investments on equipment
building new fabs doesn't solve the problem
fab capacity fully booked
wafer test capacity fully booked
certain components used in packaging with serious shortages
package test capacity mostly booked, this can be ramped up with investments on equipment
building new fabs doesn't solve the problem
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?
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?
See my post.
TI does not make the base wafers, packages, or the machines to do manufacture, assembly, or test.
TI owns many facilities to manufacture wafers into semiconductor chips (they also use other companies for this step), test them, package them, and test them again.
It's not all about "we need more wafer fabs" to solve the supply chain issues.
TI does not make the base wafers, packages, or the machines to do manufacture, assembly, or test.
TI owns many facilities to manufacture wafers into semiconductor chips (they also use other companies for this step), test them, package them, and test them again.
It's not all about "we need more wafer fabs" to solve the supply chain issues.
Win At Life said:BigRobSA said:Win At Life said:Clob94 said:Here.MouthBQ98 said:
Anyone want to go in on a fab facility?
Do you know a way to get that built and producing in under 5 years? Because people already in the industry don't know.
Hire browns to build it, with a 24/7 schedule and timeline bonuses for early and inspected completion. "People already in the industry" don't do that sort of thing, because, reasons.
I hope this is a joke, because this is a great way to pay top dollar for a building to sit empty for 4 years waiting for the high tech fab machines to arrive. So, actually, horrible construction practice.
Us browns can't do EVERYTHING, you smart crackers need to step y'all's game up, too!!1
"The Declaration of Independence and the US Constitution was never designed to restrain the people. It was designed to restrain the government."
Fed is still buying bonds AND talking about interest increases AT THE SAME TIME.
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