Re:TSMC Announces Intention to Build and Operate Advanced Se...
by baybal2 on Friday May 15, 2020 @03:15AM
(#23189744)
> So this will happen. The big question is who's funding this move.
Indeed, hearing this was a shock to me.
$12B would be a double digit of their capex plan for the decade.
Them committing even to basic operation in the Arizona plant would mean to take double digit percentage off their existing 5nm, 3nm plant plans, or having this money come from the outside.
Also take this, their CapEx plan for the decade is entirety committed to the sprint towards 2nm. And even with all those money raised, and after going to bond market, they were already signalling that they have to raise even more money, or the 2nm may not happen.
Indeed, hearing this was a shock to me.
$12B would be a double digit of their capex plan for the decade.
Them committing even to basic operation in the Arizona plant would mean to take double digit percentage off their existing 5nm, 3nm plant plans, or having this money come from the outside.
Also take this, their CapEx plan for the decade is entirety committed to the sprint towards 2nm. And even with all those money raised, and after going to bond market, they were already signalling that they have to raise even more money, or the 2nm may not happen.