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Dylan said:
Initially its a 5nm fab, which right now only helps Apple and in the near future AMD on their Ryzen 6000 and beyond. Nothing to help out with the current woes.

Also, it all depends on the yields from the wafers....that is really what sets the prices. Low yield, high price. Will be interesting to see how successful they are IRT the 5nm process.

And won't it be the top 3 producers? TSMC, Intel and Micron. Or does Samsung slot into that, disrupting it?
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I'm speaking more to the future as current shortages are what they are...3nm by end of 2022 apparently but I don't think they're talking mass production on that, just a functioning process. No idea what the new fab here is going to be on as it's not slated to be running until 2024, if I remember right....you'd think 3nm, based on projections. Lot of money going in to it...city of Phoenix committed like $140m just for road improvements to the facility. What they really need to be concentrating on is their water infrastructure...which, I can almost guarantee, is a big reason they're coming here. I hope Phoenix did their homework as these facilities don't play around when it comes to water supply/demand. Not sure who's 3rd/4th...I'd have to imagine Samsung's 3rd as they've got their fingers in so many pies.
 
Gwladys St. Glory said:
I'm speaking more to the future as current shortages are what they are...3nm by end of 2022 apparently but I don't think they're talking mass production on that, just a functioning process. No idea what the new fab here is going to be on as it's not slated to be running until 2024, if I remember right....you'd think 3nm, based on projections. Lot of money going in to it...city of Phoenix committed like $140m just for road improvements to the facility. What they really need to be concentrating on is their water infrastructure...which, I can almost guarantee, is a big reason they're coming here. I hope Phoenix did their homework as these facilities don't play around when it comes to water supply/demand. Not sure who's 3rd/4th...I'd have to imagine Samsung's 3rd as they've got their fingers in so many pies.
Click to expand...

I threw an edit in there. Samsung NOT on that list. They don't make the top 10.
 



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