Comment by karlgkk
20 hours ago
Making it isn’t hard. The issue is that it’s such a low margin product that anyone spinning up a facility will not see any decent ROI. And local govt won’t allow competition because it risks collapsing their whole market if both producers fail at a the same time.
This is what govt is good for, in respects to ensuring materials supply continuity for their domestic markets
The article says it would be difficult to ramp up other production. What is your claim based on?
As far as day-to-day production goes, it’s not a terribly complicated process. I’m not going to say it’s easy, but it’s not hard (in the grand scheme of this industry).
Anyways, with that out of the way:
Quote me where I talked about difficulty of bringup (layperson: “ramping up”) production.
(I’m assuming that that is the “claim” that you think I made that you are referring to. If it’s not, please enlighten me.)
Unless you can quote me, you’re just coming up with something in your head and arguing with me about it. In fact, in my post, I made some light allusions to the not-insubstantial cost of a bringup.
TFA is about high-purity bromine, not about ordinary bromine.
The purification processes for any of the substances used in the semiconductor industry are quite complicated and they are done in few places around the world. For many pure substances, major suppliers are located in Germany or Japan.
The substances with a semiconductor-grade purity are much more expensive than the ordinary substances. Being one thousand times more expensive is not unusual, which demonstrates the difficulty of the purification processes.
> Quote me where I talked about difficulty of bringup (layperson: “ramping up”) production.
In your GGP comment you wrote, "Making it isn’t hard. The issue is that it’s such a low margin product that anyone spinning up a facility will not see any decent ROI."
IMHO that means that "spinning up a facility" is relatively easy; the reason it doesn't happen is ROI.
1 reply →