Similarly hyping up total R&D spending without a tight timeframe is meaningless, they will eventually spend X$ assuming the company survives indefinitely.
More charitably there’s meaningful differences between nodes, but it’s likely a significant portion of the workforce will be rehires.
Fabs have pretty decent electricity demand, I actually sited a battery against that one after we did a bit of modeling with the new load vs the solar flows in the area. Siting just means make a land deal, figure out easements, and start working its way through the queue. Might not ever get built though, lot of money and hurdles in the way ha.
Every time I see an industrial announcement like this power is the first thing I think of - where it’s gonna come from and what impact it will have on the existing grid.
If you have a beating pulse and a strong renewable tech IP, you will raise a seed successfully from the Saudi PIF or Cheveron Ventures even in this market. Sadly, this is HN, not Bookface, so most ideas are bad ideas. Sucks too because it was a very fruitful demo days - one of the more impactful over the past several years.
CHIPS invested heavily in OSAT and Packaging capacity - especially in TX. Samsung, Micron, OmSemi, and TI took full advantage of that under the Biden admin while Intel and TSMC were fighting on the airwaves to undermine each other.
Much of the rest has been reinvested in SK and India (TI is part of the SCL Mohali modernization RFP) as part of the QUAD+ initiative.
A lot of us in the private and public sector working in this space aren't idiots.
"we are honored to work alongside them and the U.S. government to unleash what’s next in American innovation.”
They're expecting to get money from government to make this happen. If it will be done is anyone's guess.
I’d love it if things were streamlined when building. Just as a homeowner it’s amazing how hard it can be to get a permit or an inspection. The lame duct tape fix seems to me some weird CMS and ArcGIS, as if that somehow fixes the human and policy problems.
How are they going to afford an investment thats ~1/3rd the value of the company? Seems like one of those announcements that no one follows up on to keep them honest?
The linked article doesn’t even try to complete the argument… there’s not a single reason offered why TI could plausibly have increased total revenues more… instead of just spinning their wheels from a higher cost base.
Or to put it another way, why wouldn’t that revenue growth have gone to their competitors?, which did in fact happen.
This seems to be a political term, not one the electronics industry uses.[1] "Foundational chips (also called “legacy,” “lagging edge,” and “mature node” semiconductors) are often defined as chips made with a 22nm manufacturing process or above."
Is there actually a lack of 22nm and larger fab capacity in the US? Or is it just that they're not being used much.
[1] https://selectcommitteeontheccp.house.gov/sites/evo-subsites...
What PA and Fairchild did. We haven’t had a new-entrant opening for fundamental semiconductor design for decades, a fact laid bare in their top engineers’ comp. (No clue if this is what they are actually doing.)
On the other side of the planet, my own country, India is going down the woke drain and is likely on the precipice of completely destroying its economy by bringing in legalized "affirmative action" aka reservation aka "opportunities based on birth" to the tune of 60-80% in every sector of employment (tech or otherwise).
TMWNN•5h ago
CNBC: <https://www.cnbc.com/2025/06/18/texas-instruments-plans-60-b...>