Re:TSMC to customers: It's time to stop using older nodes an...
by gbear605 on Wednesday June 29, 2022 @03:19PM
(#31924542)
I think OP is saying that TSMC is saying “Okay auto manufacturers, we don’t want to manufacture chips that meet all of your requirements when we have so much order volume, so you’ll have to drop the requirements or find a different fab.” So the auto industry making their own fabs is exactly what TSMC wants them to do.
Re:TSMC to customers: It's time to stop using older nodes an...
by MichaelZuo on Wednesday June 29, 2022 @08:10PM
(#31927300)
And the automakers will likely balk at spending many dozens of billions of capital outside of their core competency.
Since all the other legacy fabs are also at capacity for the next few years.
Re:TSMC to customers: It's time to stop using older nodes an...
by iancmceachern on Thursday June 30, 2022 @02:32AM
(#31929273)
It's rapidly becoming part of their core competency, no different than steel panel manufacturing.
I think the auto industry is looking to see if they can bypass the whole above mess with their own fabs. They don't need fancy processes, they need something reliable that they can depend on for years. The cost to a fab though means they need to worry about anti-trust as they can't go alone.