PPCC: Pisitófilos Creditófagos. Veranito 2025

[Cadavre Exquis]

Samsung Delays $44 Billion Texas Chip Fab Because 'There Are No Customers'
Posted by BeauHD on Thursday July 03, 2025 @08:10PM from the supply-and-demand dept.

An anonymous reader quotes a report from Tom's Hardware:

Samsung is reportedly delaying the launch of its Taylor, Texas, fab, citing difficulties in securing customers for its output. Sources told Nikkei Asia that even if the South Korean chipmaker brings in the necessary equipment to produce chips at the new plant, the company cannot do anything with them due to the lack of demand. Aside from that, the original planned process node for the Taylor plant is no longer aligned with current demand, highlighting the rapid pace of semiconductor technology.

The chip maker started construction on the Taylor fab in 2022, with an initial investment of $17 billion. By 2024, the company decided to double this to $44 billion, with the addition of another advanced fab and expanded R&D operations. This move is supported by a $6.6-billion CHIPS Act subsidy, which was finalized in December last year, despite multiple delays and setbacks. Samsung C&T, the primary contractor for the Taylor fab, states that construction of the site is progressing. Documents from the company show that the site is almost 92% complete as of March 2024. Work on the site was originally scheduled to finish the following month, but regulatory filings indicate that this was moved to October.

No reason was given for the delay, but multiple sources indicate that it occurred due to a lack of demand. It was initially planned for the Taylor Fab to produce chips for the 4nm process node, but this has since been upgraded to 2nm, to compete with TSMC and Intel. A supply chain executive told the publication that there is little demand for the originally planned 4nm process node at the site. "Local demand for chips isn't particularly strong, and the process nodes Samsung planned several years ago no longer meet with current customer needs," the executive said to Nikkei Asia. "However, overhauling the plant would be a major and costly undertaking, so the company is adopting a wait-and-see approach for now." Although it has already declared its intention to upgrade the site to manufacture the 2nm process node, that is a resource-intensive task in terms of time, effort, and money.

Despite the lack of customers, Samsung says it will proceed with opening the Taylor Fab by 2026 -- a necessary move to qualify for CHIPS Act funding and avoid falling behind competitors like TSMC. Delaying further could jeopardize billions already invested in the project.

Saludos.

[asustadísimos]

[Ha salido Sevilla en el blog y me han venido a la cabeza las pestañas de la Marcarena, la Virgen, de la que tan devotos somos Feijóo (Platero) y yo:

¡Dale a tu cuerpo alegría, Macarena!... los sábados por la mañana. N. B.: las matinales alcohólicas de sábado («echar el mediodía») son muy de la cultura de la tapita y la cervecita.

Esto no es eccehomoborjaísmo. Es cucaesterismo. Todo es una patraña para bajarla los párpados y 'centrarla', es decir, que se parezca a 'las ministras'.

Si Ester fuera lista, dejaría de ser 'ester' ya. Tiene 40 años y no puede ser que un proyecto estéril perpetúe su esterilidad. Va a quedarse con las industrias obsoletas.

Si solo nos fijamos en Cuca y Ester, hemos pasado de loca a serena. Pero en ambos casos, virginidad.]

[asustadísimos]

[He reeditado los últimos comentarios para mejorarlos.]

[sudden and sharp]

[...]
Lo que está ya aquí es la planificación central. Al 'mercao', que le den.

El dilema es hamletiano: o Mao o Ma_oma.

Yo, Mao.

Yo, ni Mao, Ma_o_ma. (Al menos, mientras no se explique bien la dicotomia; que no lo ha hecho.)






No lo ha hecho. (Es lo que hay.)

[sudden and sharp]

[He reeditado los últimos comentarios para mejorarlos.]

Explíquelos... y ya si eso... los mejora, luego.



(Y, ya lo sabe usted, no vale cualquier mierda de explicación.  )

[tomasjos]

[Según el anglo y su BBB ('Big Beautiful Bill'), recortar las redes de seguridad social, muy en particular la Sanidad ('cuts to social safety nets like Medicare and Medicaid'), es una hermosura ('beauty', 'beautiful').

¡Hijoputaaas!

Yo no solo no quiero ser 'alterimperio' de esta asqueante fealdad, sino que me comprometo a luchar con todas mis fuerzas contra que se replique esta hijoputez mierdista, que encima se vive con culpa, a sabiendas de que significa el colapso del sistema, y que se perpetra solo para forrarse uno individualmente con criptos o derivados o facturas falsas.
[...]

A lo mejor la solución es crear un partido de derecha prosistema. Si el Capital y el Dinero no quieren esta derecha política, tienen los recursos para crear otra. Además, sería la solución para que Sánchez aguantase otra legislatura, dividiendo en tres partidos el voto de la derecha.

[Cadavre Exquis]

https://cincodias.elpais.com/opinion/2025-07-04/las-claves-hay-pocas-diferencias-entre-dos-juntas-y-una-con-pausa-para-tomar-cafe.html

https://elpais.com/economia/2025-07-03/los-caseros-que-alquilan-viviendas-en-la-periferia-de-las-ciudades-logran-mas-rentabilidad-que-los-del-centro.html

Saludos.

[Cadavre Exquis]

https://cincodias.elpais.com/companias/2025-07-04/spring-hoteles-arrebato-a-amancio-ortega-en-la-foto-finish-la-compra-del-hotel-mas-caro-de-la-historia.html

Saludos.

[Cadavre Exquis]

https://cincodias.elpais.com/companias/2025-07-03/la-promotora-de-madrid-nuevo-norte-confia-en-que-las-obras-de-urbanizacion-puedan-empezar-en-2026.html

Saludos.

[Cadavre Exquis]

https://cincodias.elpais.com/mercados-financieros/2025-07-04/el-euro-apunta-ya-a-los-12-dolares-y-pone-en-alerta-al-bce.html

Saludos.

[Cadavre Exquis]

https://cincodias.elpais.com/mercados-financieros/2025-07-03/deutsche-bank-busca-sortear-la-volatilidad-con-bonos-corporativos-y-gubernamentales-en-euros.html

https://cincodias.elpais.com/mercados-financieros/2025-07-03/el-tesoro-espanol-seduce-a-los-inversores-y-coloca-deuda-largo-plazo-con-fuerte-demanda.html

Saludos.

[Cadavre Exquis]

https://elpais.com/economia/2025-07-03/el-defensor-del-pueblo-pide-al-gobierno-las-comunidades-y-10-ayuntamientos-el-detalle-de-sus-politicas-de-vivienda.html

Saludos.

[Cadavre Exquis]

https://elpais.com/economia/2025-07-03/los-sindicatos-se-desmarcan-de-la-proxima-oferta-publica-de-empleo-del-gobierno.html

Saludos.

[Cadavre Exquis]

https://elpais.com/planeta-futuro/2025-07-04/mark-suzman-director-ejecutivo-de-la-fundacion-gates-nos-enfrentamos-a-una-crisis-en-la-financiacion-mundial-del-desarrollo.html

Saludos.

[Cadavre Exquis]

https://elpais.com/internacional/2025-07-03/los-republicanos-se-pliegan-a-los-deseos-de-trump-y-aprueban-la-megaley-que-recorta-impuestos-a-los-ricos-y-subsidios-a-las-rentas-bajas.html

Saludos.