Jowi Morales Social Links Navigation Contributing Writer Jowi Morales is a tech enthusiast with years of experience working in the industry. He’s been writing with several tech publications since 2021, where he’s been interested in tech hardware and consumer electronics.
GenericUser2001 Can they make RAM chips with it? Would come in real handy right now. Reply
JamesJones44 GenericUser2001 said: Can they make RAM chips with it? Would come in real handy right now. It would be a new (or re-entry) business for them which would take time to design, implement and test (a year or more most likely). It's hard to enter a market if you are not clear the demand will be there for the long term. They probably could, but current players and analysis are saying this is a 2026 problem and should normalize in 2027/2028. Given that I would see it as unlikely. Reply
Sam Hobbs Where have the chips been made that will now be made in the new factory? I assume Taiwan but it would help to have that stated explicitly. Reply
Maury Wood Is "ramp up output to tens of millions of chips daily." a credible count? See incredibly high to me. Reply
bill001g A lot of ti chip production goes to the defense contractors. They sold the defense contracting part of their business to raytheon more than 25 years ago but there were agreements to continue to provide chips. Reply
A Stoner Maury Wood said: Is "ramp up output to tens of millions of chips daily." a credible count? See incredibly high to me. Apparently a EUV machine can process 4000 wafers per day… if the chip is 1/4" x 1/4" which would seem reasonable for battery ICs, they could be 1500 on a single wafer, or 6 million chips a day. The scale seems incredible, but plausible. Reply
Eximo Maury Wood said: Is "ramp up output to tens of millions of chips daily." a credible count? See incredibly high to me. Based on production numbers from other fabs, not outside the realm of possibility. Just depends on the size of the chips they are making. TI makes a lot of tiny chips too, not full scale processors/SoCs/GPUs. Reply
shady28 bill001g said: A lot of ti chip production goes to the defense contractors. They sold the defense contracting part of their business to raytheon more than 25 years ago but there were agreements to continue to provide chips. It's bigger than that. I don't understand the economics of the company, but their volume is huge. TI has over 45,000 products, and over 100,000 customers. Reply
bit_user GenericUser2001 said: Can they make RAM chips with it? Would come in real handy right now. No. Beyond what @JamesJones44 said, the article indicates they're not even doing particularly dense lithography (by modern standards), which means they probably don't even have scanners that would be capable of making DRAM at competitive densities and performance levels – even if you address the glaring problem that they have no DRAM IP. The DRAM supply shortage can only be addressed by players already in the market simply expanding their production capacity (which is slow and takes years). Or, by something happening to substantially reduce demand (i.e. the AI bubble popping). Reply
thestryker GenericUser2001 said: Can they make RAM chips with it? Would come in real handy right now. The fab in question is supposed to be running 65-130nm nodes according to the proposed CHIPs act funding. The most advanced nodes TI runs are 28nm which is also insufficient for any modern memory manufacture. There unfortunately isn't a good way to increase manufacturing capacity in the near term. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/new-texas-instruments-fab-will-pump-out-tens-of-millions-of-chips-per-day-first-300mm-fab-starts-production-after-usd60-billion-investment#main
- https://www.tomshardware.com
- Enthusiast modder stuffs an entire gaming PC inside a gutted Commodore PET 2001 — replaced the screen with an iPad Retina LCD, but the original keyboard still w
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- AI surpasses 2024 Bitcoin mining in energy usage, uses more H20 than the bottles of water people drink globally, study claims — says AI demand could hit 23GW an
- Trump secures deal with Korea Zinc to build rare earths processing facility in Tennessee — facility expected to have annual output of 540,000 tons of gallium, g
- Enthusiast modder stuffs an entire gaming PC inside a gutted Commodore PET 2001 — replaced the screen with an iPad Retina LCD, but the original keyboard still w
Informational only. No financial advice. Do your own research.