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geekmaster
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re: Samsung to invest $4B to upgrade Austin chip fab
geekmaster   8/21/2012 5:22:35 PM
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I heard that this is the conversion of the exisiting Flash fab to make all of Austin Logic.

mcgrathdylan
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re: Samsung to invest $4B to upgrade Austin chip fab
mcgrathdylan   8/21/2012 6:54:52 PM
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@GoGoGeek- I believe that is accurate. We are trying to get further details and clarification.

resistion
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re: Samsung to invest $4B to upgrade Austin chip fab
resistion   8/22/2012 9:56:13 PM
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Originally, there was speculation they would go to 3D NAND, guess not.

resistion
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re: Samsung to invest $4B to upgrade Austin chip fab
resistion   8/27/2012 5:02:11 AM
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There is a logic and a flash fab in Austin. It would be a surprise to suddenly stop the flash production.

m00nshine
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re: Samsung to invest $4B to upgrade Austin chip fab
m00nshine   9/6/2012 3:00:01 AM
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I do not know of separate fabs in Austin for flashes and logic chips, but Samsung press report says "full system LSI" production at austin fab. Remember announcement of new samsung china memory fab for flashes? Maybe Austin memory production move to china fab to make possible more profitable LSI in USA.

Stanley_
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re: Samsung to invest $4B to upgrade Austin chip fab
Stanley_   8/21/2012 6:56:19 PM
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the fab is only for apple? How the title can be validated?

mcgrathdylan
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re: Samsung to invest $4B to upgrade Austin chip fab
mcgrathdylan   8/21/2012 8:06:13 PM
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@Stanley- the fab is certainly not only for Apple. The headline does not tell the entire story. Read on.

m00nshine
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re: Samsung to invest $4B to upgrade Austin chip fab
m00nshine   8/22/2012 2:59:16 AM
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Certainly not? The only thing that is certain is that the customer for autin fab chips is unknown. Apple could "certainly" be anywhere from 0% to 100% customer from Austin samsung fab. That is all that is certain because no one will confirm it or even comment on itt... not samsung or apple.

mcgrathdylan
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re: Samsung to invest $4B to upgrade Austin chip fab
mcgrathdylan   8/23/2012 1:10:46 AM
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@m00nshine- That's a good point. Nothing is really certain. But the fab is widely believed to make A4 and A5 processors for Apple, as well as other products.

Kinnar
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re: Samsung to invest $4B to upgrade Austin chip fab
Kinnar   8/21/2012 8:03:24 PM
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Its a very strange condition and position of the two giant industries, at one end the fight is going on for patent violations and on the other end one company is fully dependent on the other for the basic needs of hardware.

joepaiii
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re: Samsung to invest $4B to upgrade Austin chip fab
joepaiii   8/22/2012 2:54:18 AM
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I don't know that Apple is fully dependent on Samsung, I wouldn't be surprised to see another source pop up on this cycle of hardware. Maybe the new processor will be fabbed in Austin and a slow migration of older parts to TMSC/Global.

sprite0022
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re: Samsung to invest $4B to upgrade Austin chip fab
sprite0022   8/22/2012 12:20:25 AM
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can they just merge?

HS_SemiPro
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CEO
re: Samsung to invest $4B to upgrade Austin chip fab
HS_SemiPro   8/22/2012 3:35:15 AM
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what a Business model these 2 companies have, fight for Design innovation, while sharing the Hardware Manufacturing. I think the reason why Samsung is still making Apple chips, it doesn't want to let it go TSMC or Global Foundries. Samsung has good technology and Apple needs it now,until they can trust somebody else. (Global Foundries,I am betting on it)

Sheetal.Pandey
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re: Samsung to invest $4B to upgrade Austin chip fab
Sheetal.Pandey   8/22/2012 8:10:39 AM
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Samsung is defintely doing right things. I guess since they are into many different business areas they are able to retain top two postions.

elctrnx_lyf
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Manager
re: Samsung to invest $4B to upgrade Austin chip fab
elctrnx_lyf   8/22/2012 1:58:26 PM
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It's till interesting to see the ties between Samsung and apple are not disturbed even after the big fight about patent infringement.

wilber_xbox
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CEO
re: Samsung to invest $4B to upgrade Austin chip fab
wilber_xbox   8/22/2012 6:04:14 PM
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So the financial incentives and political willpower is working in favor of US.

resistion
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CEO
re: Samsung to invest $4B to upgrade Austin chip fab
resistion   8/22/2012 9:45:01 PM
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28 nm will be over when this fab is completed.

mcgrathdylan
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Blogger
re: Samsung to invest $4B to upgrade Austin chip fab
mcgrathdylan   8/23/2012 1:09:06 AM
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@resistion- mass production in the revamped fab is supposed to start in the second half of next year. The most advanced A5 is 32-nm. Surely an A6 is forthcoming....

_hm
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CEO
re: Samsung to invest $4B to upgrade Austin chip fab
_hm   8/23/2012 12:10:16 AM
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How much of this is money provided by Apple? Also, Intel must be watching this very closely.

Bob Tsai
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Rookie
re: Samsung to invest $4B to upgrade Austin chip fab
Bob Tsai   8/23/2012 1:12:39 AM
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We have heard this investment is mainly for 3D IC manufacture. According to the history of Austin Fab, maybe imply next gen processor for Apple (A7?!) would be 3D structure and Samsung may gain more market share across foundry business.

sprite0022
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Manager
re: Samsung to invest $4B to upgrade Austin chip fab
sprite0022   8/23/2012 2:10:38 AM
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intel should follow fast, it's cpu lunch won't last very long.

joshxdr
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re: Samsung to invest $4B to upgrade Austin chip fab
joshxdr   8/23/2012 2:18:31 AM
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Great news! I know that Hynix only had a US fab to circumvent punitive duties, and as soon as the duties expired they closed the fab. Samsung seems to be taking their US operations more seriously, which is great. Hopefully Samsung will start to shift some development to the US as well.

HankWalker
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re: Samsung to invest $4B to upgrade Austin chip fab
HankWalker   8/24/2012 10:35:56 PM
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Joshxdr, see Samsung Austin Research Center.

docdivakar
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Manager
re: Samsung to invest $4B to upgrade Austin chip fab
docdivakar   9/1/2012 12:01:10 AM
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Ironic, now that the mobile patent decision is out, will Samsung rethink the decision?



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