“10 new artificial intelligence factories”
We have seen many times in the hardware industry that supply cannot meet demand, but none of them have faced such a great demand as artificial intelligence chips. Now customers of companies like TSMC are talking directly about factories, not tens of thousands of chip plates. Morris Changcustomers told him at a conference in Japan ‘We need this many factories. ‘We need three factories, five factories, 10 factories’ He says what he says.
on the other hand TSMCabout a month 100 thousand plate capacity It is one of the few companies in the world that builds semiconductor facilities. However, establishing a modern facility is extremely expensive. According to what is reported costs $20 billion can exceed. Meanwhile, TSMC’s 2024 capital budget is between $28 billion and $32 billion. So even if TSMC wanted to, it could only build one facility per year. With a rough calculation, for the construction of 10 new factories minimum more than $200 billion It is necessary.
Of course, this calculation does not even come close to the real costs. Moreover, customers who want advanced processors and chips for AI and HPC generally want them to be based on the latest manufacturing technology available. Therefore, after the desired AI chips have been produced for several years, a transition is made to new production processes. Naturally, establishing a factory alone is not enough. Companies like TSMC also know this, and building 10 new factories like Sam Altman’s $7 trillion chip plan is not at all possible.
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Source link: https://www.donanimhaber.com/tsmc-kurucusu-musteriler-ai-cipleri-icin-10-yeni-tesis-istiyor–174708