TSMC ups Arizona investment from $12B to $40B with second semi fab

Re:TSMC ups Arizona investment from $12B to $40B with second... by PartiallyTyped on Tuesday December 06, 2022 @09:20AM (#33880210)

TSMC has had a license to print money for a while now given how huge ASML’s backlog is.

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Re:TSMC ups Arizona investment from $12B to $40B with second... by chrisjc on Tuesday December 06, 2022 @09:39AM (#33880601)

Is ASML even going to be able to meet the demand created by all these fabs opening up across the US (and rest of the world)?

The stories I've heard about what it takes to build a single machine would suggest to me that scaling up would be a huge feat and I could only imagine take years to accomplish.

Then again, perhaps TSMC and their peers had predicted this kind of growth and already placed their orders long ago?

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Re:TSMC ups Arizona investment from $12B to $40B with second... by imhoguy on Tuesday December 06, 2022 @11:05AM (#33882245)

Maybe they will just move a chunk of existing fab?

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Re:TSMC ups Arizona investment from $12B to $40B with second... by tooltalk on Tuesday December 06, 2022 @05:24PM (#33887989)

ASML has now $32+B worth of backlog and they are still able to make only ~40+ EUV per year.

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