When you get a detailed quotation from a manufacturer it's usually split into three: NRE, time (labor and machine) and material. Energy and other recurring consumables go under material.
In case of semiconductors with frontier processes (last few generations) NRE is extremely high and machine time rates are expensive. Doubling or tripling energy costs would have negligible effects.
electricity is not "material" it is energy input.
I’m assuming he means capex vs opex ? Electricity is opex.
When you get a detailed quotation from a manufacturer it's usually split into three: NRE, time (labor and machine) and material. Energy and other recurring consumables go under material.
In case of semiconductors with frontier processes (last few generations) NRE is extremely high and machine time rates are expensive. Doubling or tripling energy costs would have negligible effects.