Comment by losvedir

4 days ago

It's interesting to me that this is in Phoenix. Does that mean good things for the city? I thought they were in a desert and running out of water, and not well positioned for climate change. On the other hand, maybe with more solar panels, electricity and manufacturing will be cheaper there in the future?

There's no problem with residential water use in Phoenix. There are still farms that could be shut down if water is needed.

The biggest problem seems to be parochial NIMBYs. People don't like that TSMC needed to bring in Taiwanese workers to staff up the plant. They are currently posting AI generated renderings of factories with billowing smoke stacks when talking about the proposed Amkor semiconductor packaging plant in Peoria.

  • It’s also worth nothing that the TSMC plant is basically as far north as it’s possible to be while still counting as part of the (huge) Phoenix metro area. The vast majority of the 5 million residents of that metro area are nowhere near the plant and very unlikely to be affected by it in any way.

  • > There are still farms that could be shut down if water is needed.

    Wow, that's good, glad you clarified that.

    I was worried there weren't any farms that could be shut down if water is needed.

    Can you imagine a world where we can't shut down farms to produce 4nm chips?

    I am just so glad we can shut down farms to produce chips.

    Farms are useless, but chips, we need it for the control grid. I am just glad we are all on the same page.

    Who needs food when you have 4nm chips.

    • At least the fabs can recycle the majority of their water. Unlike farms which use more than is needed and are likely producing animal feed for international animals.

      I get your point, but not all farms are created equal. Is it really so bad to shut down farms that grow feed for Arab race horses to produce computer chips?

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    • This is an extremely over-simplified take. It depends on entirely on what the farms are producing, their water efficiency, etc. Nobody would seriously suggest that people go hungry so that we can have more chips, so responding as if that's the actual suggestion is unwarranted.

    • A fair amount of that farm water is to grow alfalfa for the Saudi's dairy industry. So it's not all essential to US food security...

    • The place is a desert. Growing crops in a desert takes a lot of water, as you might imagine. A smarter thing to do is to not try to grow crops in a desert where it needs so much irrigation. The US has plenty of non-desert land for growing essential crops.

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    • > Who needs food when you have 4nm chips.

      Who needs logic and reason when you have false dichotomy?

    • We don't need farms in Phoenix. Farming in the middle of the desert where there's already limited water is pretty stupid.

    • Lots of the farms exist to provide year around salad. What is more important, year around salad or computer chips? Economically, for Arizona, the answer is pretty clear.

      This is also why I laugh when people in wet areas talk crap about my state's water problem. My state's problem is your problem too buddy.

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    • Hello, sir? I think you need to go to the hospital, because it seems like you had a stroke or something else serious happen to you.

Water in the fabs gets mostly recycled. There’s an old slidedeck from Intel’s Chandler (Phoenix metro area suburb) fab about it. This includes discharging what isn’t recycled to refill ground aquifer.

From what I understand, the area is more seismically stable, so the special building structures and equipment for more seismically active places are not needed.

There is the presence of ASU. The ASU president had been hired a while back to implement a very different kind of university system focused on broadening (not gate keeping) higher education and building up innovation. This includes both improving graduation rates in the traditional tracks and expanding non-traditional educational tracks. I don’t know if all those were considered by TSMC; they like hiring engineers straight out of college and training them in their methods.

Phoenix the city is limited by its existing water rights but the geographical area isn't really that constrained; water rights are just held by private parties, particulaly farmers. ~70% of all water used in the state is used in agriculture. Industrial and residential consumers simply have to purchase those rights if they want to continue to expand in the area and chip making is a high value add industry.

  • Is there any historical reason why farming is a big industry in a state associated with deserts? Did manufacturing never take root there until after WW2 when air conditioning became more affordable?

    • Before Phoenix the city was founded, there was a canal built by the indigenous people who live there in the lower Sonoran.

      That canal became the basis for Phoenix, and eventually, the big canal that transport water long range through the state.

      The other is that, with sufficient water, you can grow year round.

      Not that I think industrial ag is good for society.

      Phoenix itself is a metro area whose primary economic driver is real estate speculation. Many older citrus orchards has been surrounded, and sometimes bought and redeveloped.

    • Farming isn't really that large of an industry in Arizona today, maybe 2% of GDP tops. But my understanding is that surface water rights were allocated over a hundred years ago and naturally those rights were allocated to the people that wanted them then, i.e. agricultural landowners.

    • > Is there any historical reason why farming is a big industry in a state associated with deserts?

      California is a desert too.

    • Farming isn't an industry. It's just how you have a civilization when population density is higher than a hunter-gatherer lifestyle can support. People have been farming in Arizona for several thousand years.

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    • I am sure that some people will question some of the historiography there, but Cadillac Desert is a book all about the history of water management of the great plains, from Kansas onwards.

      TLDR: America has spent a whole lot of money trying to make land more productive for farming, including land where it probably doesn't make much economic sense once you account for the infrastructure costs.

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Both are true.

Looks like the fab requires about 40,000 acre-ft/yr of water. If they really do start running out of water, adding desal of AZ's brackish aquifers would cost the fab about $20m/year. Not really worth it for farming, but completely fine for a fab.

  • >40,000 acre-ft/yr of water

    ... is "acre feet" a common measurement of volume in the USA?

    • Yes, It's from farming. To state the obvious, it's the volume of water you'd have if a foot of rain fell on an acre of field.

      So, it's the unit that gets used when discussing irrigation. Or water usage that competes with irrigation. :P

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    • It is specifically for reservoirs and by extension municipal water supply systems because it's relatively easy to determine the surface area and height of a reservoir

    • Specifically in the desert west, yes.

      We measure our land in acres and water is the limiting resource for using it. Water requirements for crops are expressed in feet/year (or inches/day). Combine the two and you get acre-feet.

      m^3 would be a less useful unit in terms of calculating water needs out here, the metric equivalent would be hectare-meters (10,000 m^3).

I live here and we are definitely looking toward impending water shortages, and no one care at all. Nestle is in the process of building a 200 acre coffee creamer factory. The major flower delivery services grow their flowers here. We have tons of cotton and alfalfa fields. There are 100s of golf courses and in the wealthier areas everyone has a lush green lawn.