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re: Samsung and Intel cancel plans to build advanced semiconductor plants in U.S.
Posted on 3/10/24 at 2:53 pm to POTUS2024
Posted on 3/10/24 at 2:53 pm to POTUS2024
The semiconductor industry is in turmoil right now.
So you design a factory to accommodate the machines and clean rooms of what is available, today, but then, you've locked yourself into fixed infrastructure costs to support that technology that takes about 5-6 years to recover costs, but then everyone else builds a factory for newer technology requiring 90% less power and 50% less materials, as well as finished products manufacturers designing new products to take advantage of the newer breakthrough in technology because it lowers their own cost of production and their clients are able to experience greater productivity, are you suggesting you would just go ahead and produced the factory, eat the loss on existing equipment then retool in 2 years when the latest machines hit the market, or do you pause, wait for AMSL and Canon to give you delivery dates, then talk to your clients to see which ones will be making new designs for their products using the new semiconductors and then decide which makes economic sense?
So you design a factory to accommodate the machines and clean rooms of what is available, today, but then, you've locked yourself into fixed infrastructure costs to support that technology that takes about 5-6 years to recover costs, but then everyone else builds a factory for newer technology requiring 90% less power and 50% less materials, as well as finished products manufacturers designing new products to take advantage of the newer breakthrough in technology because it lowers their own cost of production and their clients are able to experience greater productivity, are you suggesting you would just go ahead and produced the factory, eat the loss on existing equipment then retool in 2 years when the latest machines hit the market, or do you pause, wait for AMSL and Canon to give you delivery dates, then talk to your clients to see which ones will be making new designs for their products using the new semiconductors and then decide which makes economic sense?
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