fab depreciaton

By: Mark Roulo (nothanks.delete@this.xxx.com), September 22, 2021 3:40 pm
Room: Moderated Discussions
Moritz (better.delete@this.not.tell) on September 22, 2021 2:09 pm wrote:
> Mark Roulo (nothanks.delete@this.xxx.com) on September 22, 2021 12:37 pm wrote:
>
> > But (leading edge) fabs have two very bad properties:
> > Their value depreciates quickly
>
> That does not seem to be the case.
> If you had bought a 14nm fab, you could still run it today. Way longer than 2 years.

You can *RUN* it but you don't get the price premium that you
get when it is new. TSMC still runs (as an example) 65nm fabs.
But the big money is made when the fab is shiny and new. Part
of Global Foundry's problem was that it kept being late to
each node relative to TSMC and so couldn't charge the new-ness
premium.

< Previous Post in ThreadNext Post in Thread >
TopicPosted ByDate
fab capacity or Why are there no GPUs (by Nvidia) to be had?Moritz2021/09/22 06:40 AM
  fab capacity or Why are there no GPUs (by Nvidia) to be had?none2021/09/22 07:46 AM
    fab capacity or Why are there no GPUs (by Nvidia) to be had?me2021/09/22 12:27 PM
      fab capacity or Why are there no GPUs (by Nvidia) to be had?Captain Obvious2021/09/23 11:16 AM
  fab capacity or Why are there no GPUs (by Nvidia) to be had?Mark Roulo2021/09/22 12:37 PM
    fab depreciatonMoritz2021/09/22 02:09 PM
      fab depreciatonMark Roulo2021/09/22 03:40 PM
        fab depreciatonme2021/09/25 11:40 AM
        new cost structureMoritz2021/09/27 04:30 AM
          new cost structureDavid Kanter2021/09/27 10:04 AM
            new cost structure and integrationMoritz2021/09/28 03:04 AM
              new cost structure and integrationDoug S2021/09/28 07:53 AM
                new cost structure and integrationMoritz2021/09/28 09:55 AM
              new cost structure and integrationGroo2021/09/29 07:45 AM
    fab capacity or Why are there no GPUs (by Nvidia) to be had?James2021/09/23 01:52 AM
      mining, blameMoritz2021/09/23 09:30 AM
      fake PR stuntCaptain Obvious2021/09/23 11:30 AM
        fake PR stuntKester L2021/09/23 02:17 PM
          NVidia: TSMC and SamsungMark Roulo2021/09/23 05:43 PM
        fake PR stuntJames2021/09/24 01:34 AM
  Chinese central bank banned all crypto transactions. (NT)Michael S2021/09/24 06:16 AM
Reply to this Topic
Name:
Email:
Topic:
Body: No Text
How do you spell tangerine? 🍊