Semiconductor Fabrication
topic on 5 shows · 5 statements across 5 episodes
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5 statements about Semiconductor Fabrication, every show
Movva: Expanding Fab Capacity Immediately Exposes Downstream Bottlenecks
“If we snap our fingers and double all those things, you might fix a TSMC bottleneck that they're, you're just gonna run into another bottleneck. You make 20% more chips, then you have another bottleneck immediately.”
Metal 3D printing resembles semiconductor fabrication more than traditional metal machining
“When they buy a machine, why are they disappointed? Because they don't know how to use it. It's, so it's more akin to like semiconductor fabrication than like subtractive, you know, metal manufacturing.”
Sharma: Advanced semiconductor fabs require national state support, not just companies
“And again, it's a country play. A company can't build something like this. Country, you know, has to come into it.”
Matt Grimm: Would start a semiconductor fabrication company if failure were impossible
“If failure was completely impossible, completely off, I'd repatriate all semiconductor fabrication. I'd start a company doing that.”