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TAP TIMES       -19-                                 JANUARY 2022


                The BIG Boom! (from 18)                         Construction at the new Samsung Taylor
                                                                site is set to begin the second quarter of
        Reliable energy is usually considered a                 this year with production ramping in 2024.
        critical need of semiconductor manufac-
        turing. In light of that, the selection of              Samsung’s Taylor selection is good news
        another Texas-based fab, with the state’s               for Texas, bad news for the other states.
        now-wellknown power grid weakness, is                   Practically, Samsung is now locked into the
        somewhat puzzling. It appears that Tex-                 Austin-area location well into the future.
        as was able to overcome energy short-
        coming, probably through extraordinary                  TI expanding
        incentives.                                             Recently Texas Instruments, the Lone Star
                                                                State’s eponymous and iconic semiconduc-
        Winter storm                                            tor company and analog chip leader, an-
        In February 2021, storms plunged much                   nounced that it will boost its fab capacity
        of Texas, including the Samsung Semi-                   with a new installation in Sherman, Texas,
        conductor plant, which produces micro-                  in the state’s northeast.
        processors, into darkness. The storm
        shut down Samsung’s Austin plant (and                   The company says this may result in an
        most other industrial users) and affected               investment of as much as $30 billion and
        71,000 wafers, Yonhap News reported.                    may ultimately host as many as four wafer
                                                                fabs and is initially targeting the automo-
                                                                tice and industrial chip markets.
        Shutdown for a month
        The storm kept the Samsung plant shut-                  Richardson fab
        tered for a month. NXP Semiconductors                   TI is currently spending around $3 bil-
        also shut down its plants in Austin due to              lion on a 300mm wafer fab in Richardson,
        the storm, as did Infineon Technologies.
                                                                Texas.  That facility is slated to begin pro-
                                                                duction in the second half of this year. The
        Samsung later reported the closure cost                 company predicts product from the Sher-
        more than $268 million.  NXP told the                   man fab will roll off the line as early as
        Austin American Stateman it could lose                  2025.
        up to $100 million in revenue from the
        impact. Infineon Technologies did not re-               Last June, TI bought Micron Technology’s
        port any losses, and reopened.                          Lehi, Utah 300-mm fab for $900 million.
                                                                The Lehi fab will be TI’s fourth 300-mm
                                                                unit, joining DMOS6, RFAB1 and soon-
                                                                to-be-completed RFAB2 in TI’s wafer fab
                                                                manufacturing operations.

                                                                The acquisition is a strategic move, the
                                                                company says, and “Lehi will start with
                                                                65-nm and 45-nm production for TI’s
                                                                analog and embedded processing prod-
                                                                ucts and be able to go beyond those nodes
                                                                as required.” Production should begin in
                                                                2023.

        This is an artist’s rendering of TI’s Sherman, Texas site,
        location of the company’s new fabs. (Texas Instruments)                                                 next page
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