← Back to context Comment by UltraSane 3 months ago How much does Germany's very expensive electricity affect TSMC's costs? 6 comments UltraSane Reply varjag 3 months ago At that size of node, semiconductor manufacturing costs are not material constrained. UltraSane 3 months ago electricity is not "material" it is energy input. nothrabannosir 3 months ago I’m assuming he means capex vs opex ? Electricity is opex. 1 reply → markhahn 3 months 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 3 months ago [dead]
varjag 3 months ago At that size of node, semiconductor manufacturing costs are not material constrained. UltraSane 3 months ago electricity is not "material" it is energy input. nothrabannosir 3 months ago I’m assuming he means capex vs opex ? Electricity is opex. 1 reply →
UltraSane 3 months ago electricity is not "material" it is energy input. nothrabannosir 3 months ago I’m assuming he means capex vs opex ? Electricity is opex. 1 reply →
markhahn 3 months 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]