Government Driven Wafer Fab Capacity Glut

    The Chip Insider®
    April 2, 2021 — Strategy and Tactics: The scary prospect of a government-driven glut of leading-edge wafer fab capacity. WildPhotons: The most confident critics are generally those who know the least about the matter criticized...
    G. Dan Hutcheson G. Dan Hutcheson
    The scary prospect of a government-driven glut of leading-edge wafer fab capacity glut. The greatest characteristic of the emerging post-global era is that all governments would like to have a fab. It's a scary vision in terms of the potential nuclear impact to competitors around the world when all these fabs come on line. This is especially true if all countries were to build GigaFabs with 100KWSM of leading-edge 300mm capacity. The most obvious solution to the post-global wafer fab explosion is to ... Now we know that at least 7 governments are considering taking on the task of building a semiconductor fab ... a total of 24 countries that can afford to, using VLSI's affordability metrics...

    Attention getting e-mail items: Through the Storm: The Complex Process of Restarting a Semiconductor Facility, by Steve Frezon, is the nail-biting story of the harrowing days of the Texas storm inside a NXP fab in Austin. It's the best write-up I've ever seen of what it takes to shut down a wafer fab in extreme circumstances and then bring it up. It could be made into a movie.

    Government driven wafer fab capacity Glut

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