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
Summaries: 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.
ChipChirpsTM — VLSI's Semiconductor Analytics report and more. ChipChirps are short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS.
Meet Randhir Thakur, the new head of Intel Foundry Services, appears in this rare interview on the semiconductor equipment side of the Moore's Law story. You can get a great idea of who he is, his intellectual depth, and his rare leadership skills in this conversation on weVISION. Dr. Thakur's focus is on what it takes to keep up with the semiconductor industry and the importance of collaboration, trust, and talent and ends with vision of where semiconductors are going in the future.
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