Modern cutting edge ones, yes. Not all fabs, by a long shot.
replyWho is going to pay for a non-cutting-edge fab that might be completely out of date relatively soon though?
replyTI started production at their SM1 fab back in December 2025, which focuses on 28 nm to 130 nm.
replyAutomotive, space and defense happily use older processes at scale. Also embedded electronics in all sorts of electronics.
replyYes, but that isn't where the increase in demand is. Those things are affected by fabs that could be producing them producing something else, but there will be some stock floating in the system so some resistance to increased prices needed to justify new fab resource, and if things correct a bit in the coming year the maths for a new build might look more dubious. Those with the money to fund a new fab right now are more likely to fund something capable of producing the newer part types. I could be wrong, but the fact that significant new fabs like that are not in progress right now would suggest not.
replyShouldn't countries wanting sovereign infrastructure create subsidies for creation of factories/job creation and also selling first/primarily within the region if it might cost on just a few million dollars (preferably a new competitor)
replyI think one flaw in my thinking could be that there might be a lack of experience within the people for something like this, do you consider it to be a factor and would it be difficult to hire people relevant to such fab?
> just a few million dollars
replyTSMC Arizona projected investment is $165 billion. Not millions. And yes apparently hiring the right staff has been one of the issues.
People really underestimate the work of Maurice Chang.
USA tried this with the CHIPS act
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