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The Economics of TSMC’s Giga-Fabs

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Manage episode 330993276 series 3279903
Content provided by Jon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In 2018, TSMC broke ground on Fab 18 near Tainan City in the south of Taiwan. Fab 18 is a monster. It sits on 103 acres and has a total floor space of 950,000 square meters (10.2 million square feet). That is about 3 times the size of AT&T Stadium in Dallas, Texas - home of the Dallas Cowboys.

In total, across all of its phases, Fab 18 will cost TSMC nearly $20 billion to build and operate. More than the cost of the USS Gerald R. Ford, the US Navy's most advanced aircraft carrier.

In this video, we are going to look at why TSMC's fabs are getting bigger and more expensive than ever before. And why that makes a lot of economic sense for the Taiwanese chip maker.

  continue reading

89 episodes

Artwork
iconShare
 
Manage episode 330993276 series 3279903
Content provided by Jon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In 2018, TSMC broke ground on Fab 18 near Tainan City in the south of Taiwan. Fab 18 is a monster. It sits on 103 acres and has a total floor space of 950,000 square meters (10.2 million square feet). That is about 3 times the size of AT&T Stadium in Dallas, Texas - home of the Dallas Cowboys.

In total, across all of its phases, Fab 18 will cost TSMC nearly $20 billion to build and operate. More than the cost of the USS Gerald R. Ford, the US Navy's most advanced aircraft carrier.

In this video, we are going to look at why TSMC's fabs are getting bigger and more expensive than ever before. And why that makes a lot of economic sense for the Taiwanese chip maker.

  continue reading

89 episodes

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