Comment by UltraSane 16 days ago How much does Germany's very expensive electricity affect TSMC's costs? 6 comments UltraSane Reply varjag 16 days ago At that size of node, semiconductor manufacturing costs are not material constrained. UltraSane 16 days ago electricity is not "material" it is energy input. nothrabannosir 16 days ago I’m assuming he means capex vs opex ? Electricity is opex. 1 reply → markhahn 16 days ago chip fabs are big and contain a lot of things like pumps (and even a few very exotic lasers). but they're not power-intensive the way a steel plant is - or even a datacenter. Reimersholme 16 days ago [dead]
varjag 16 days ago At that size of node, semiconductor manufacturing costs are not material constrained. UltraSane 16 days ago electricity is not "material" it is energy input. nothrabannosir 16 days ago I’m assuming he means capex vs opex ? Electricity is opex. 1 reply →
UltraSane 16 days ago electricity is not "material" it is energy input. nothrabannosir 16 days ago I’m assuming he means capex vs opex ? Electricity is opex. 1 reply →
markhahn 16 days ago chip fabs are big and contain a lot of things like pumps (and even a few very exotic lasers). but they're not power-intensive the way a steel plant is - or even a datacenter.
At that size of node, semiconductor manufacturing costs are not material constrained.
electricity is not "material" it is energy input.
I’m assuming he means capex vs opex ? Electricity is opex.
1 reply →
chip fabs are big and contain a lot of things like pumps (and even a few very exotic lasers). but they're not power-intensive the way a steel plant is - or even a datacenter.
[dead]