← Back to context Comment by UltraSane 10 months ago How much does Germany's very expensive electricity affect TSMC's costs? 6 comments UltraSane Reply varjag 10 months ago At that size of node, semiconductor manufacturing costs are not material constrained. UltraSane 10 months ago electricity is not "material" it is energy input. nothrabannosir 10 months ago I’m assuming he means capex vs opex ? Electricity is opex. 1 reply → markhahn 10 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 10 months ago [dead]
varjag 10 months ago At that size of node, semiconductor manufacturing costs are not material constrained. UltraSane 10 months ago electricity is not "material" it is energy input. nothrabannosir 10 months ago I’m assuming he means capex vs opex ? Electricity is opex. 1 reply →
UltraSane 10 months ago electricity is not "material" it is energy input. nothrabannosir 10 months ago I’m assuming he means capex vs opex ? Electricity is opex. 1 reply →
markhahn 10 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.
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