Samsung's and TSMC's American Fabs-to-Be

choi

Yesterday's news first. Today is Sept 12, 2024.

(1) Kim Eun-jin, Samsung Electronics Withdraws Personnel from Taylor Plant Amid 2nm Yield Issues. BusinessKorea, Sept 11, 2024.
https://www.businesskorea.co.kr/ ... w.html?idxno=225024

Note:
(a) There is no Wiki page for BusinessKorea, whose own website states, "BusinessKorea is the oldest and most well-known monthly on business in the Korean peninsula. It was first published in June 1983."
(b) Taylor, Texas
https://en.wikipedia.org/wiki/Taylor,_Texas
(a city whose "population at the 2020 Census was 16,267, up from 15,191 as of 2010. * * * The city was named after Edward Moses Taylor, a railroad official [that arrived in 1876, the same year the name was conferred on the now City] * * * roughly 29 miles northeast of Austin")
)c)
(i) GAA = gate all around
(ii) Since 2022, Lee Jae-yong 李在鎔 is the Executive Chairman of both Samsung Group and Samsung Electronics Co, Ltd.
(iii) "Samsung Electronics had signed a preliminary agreement to receive up to 9 trillion won in subsidies from the US CHIPS Act."

Today's exchange rate is $1 = 1,343 won. However, you need not do the calculation, as news reports said it was $6.4 billion.

(2) Debby Wu, TSMC's Trials Put Productivity on Par with Taiwan. Bloomberg, Sept 6, 2024.
https://www.bloomberg.com/news/a ... -on-par-with-taiwan
https://finance.yahoo.com/news/t ... lant-125235880.html

Note: This report is about 4nm node, whereas the previous report is about 3nm. This is because TSMC's long-standing policy is that the most advanced node will be kept in Taiwan.