TSMC and Sony considering joint chip factory, Japan gov’t to help

1 : Anonymous2021/10/09 01:08 ID: q4b6ds
TSMC and Sony considering joint chip factory, Japan gov't to help
2 : Anonymous2021/10/09 02:32 ID: hfxmua8

This would be great for Sony, I wonder who manufactures their camera sensors now?

Sony pretty much owns the market share for camera sensors, teaming up with TSMC would help them even more.

ID: hfxokcv

It’s TSMC now too but if they fund a fab on their home turf, they will get dibs on capacity and closer integration to their supply chain.

ID: hfym7y7

Sony manufactures its own sensors, but have had trouble keeping up with demand in the last few years and have contracted TSMC to supplement their own production. Sony Semiconductor owns 7 of their own fabs, and actually opened up a new expansion (fab5) in April. They've got a capacity of 138,000 wafers a month

This TSMC fab will be built on Sony's land next to one of Sony's existing fabs.

ID: hfz0crg

Sony have their Sony semiconductor solutions groups which manufacture their sensor needs. This cooperation means the expand their semiconductor business.

Sony is possibly the first japanese semicondutor seller via their transistor products in the 50's and their old corporate specialty is Miniaturization, so yeah.

3 : Anonymous2021/10/09 02:52 ID: hfxpah3

Smart move by Sony here

ID: hfyc61z

This is a Japanese government led operation. They want Japan to start producing their own higher density chips and has offered many billions to TSMC and Sony to build Japan's first 20nm chip plant. This plant is unlikely to be producing PS5 chips (that's 7nm). This will be more for cars, industrial machinery and home appliances. Items that don't require the most cutting edge (and most expensive) process nodes.

By comparison, the best Japan could do before was 40nm, so this is quite the upgrade for the country even if 20nm is quite old.

EDIT: And it's not just Japan. The U.S. is also pushing for semiconductor companies to open new plants locally, rather than expanding in Asia. Shortages have everyone spooked.

4 : Anonymous2021/10/09 02:41 ID: hfxnyls

and is likely to start operations by 2024, the report said.

Would be funny if you still can't get a PS5 by 2024.

ID: hfxtf3n

Eh. Sony has a lot more chips to produce than PS5. I highly doubt they would be manufacturing GPU chips.

ID: hfywnfp

They wouldn’t be, that’s AMD’s work with TSMC.

ID: hfxtdrk

when this joke is gonna die? not saying is easy get a ps5 but not imposing if you are constantly looking for one

ID: hfyc8oa

we are still pretty far from point when you just go to some electronics shop, choose some ps5 bundle and take it home with you (and this is what i call general availability)

ID: hfxuniu

The chip shortage is currently expected to last into 2023. So the “joke” has quite a ways to go.

5 : Anonymous2021/10/09 10:38 ID: hfyu78r

Sorry reddit but this is totally unrelated to PS5. The fab would produce 28 and 16nm chips, which isn't what the PS5 is short of, this is for Auto and imaging application, where Sony has a leading BU (different from the gaming one). Also this is fairly old news, it has been covered since at least June.

6 : Anonymous2021/10/09 01:29 ID: hfxf626

Curious if these factories add anything to the job market. It just seems like almost everything would be automated with something like this but idk.

ID: hfxfxda

Lots of people work in the supply side along with building the machines that make the chips

ID: hfxjf03

Yea but like last year we heard about nearly automated Sony factories.

Sure it's not "fully" automated especially since machines require some form of maintenance or supervision but I guess I'm curious if its a significant number of jobs to make a dent in unemployment rate in Japan or something. Maybe the Jap government is just helping to increase their trade market since these chips are in demand.

ID: hfxtrdh

Even if a manufacturing plant is largely automated, it still demands a huge amount of economic activity. From transportation to local ingredients.. Supply chains are a massive job creator. You also need people to design and make all the machines, operate and maintain them.

ID: hfydd48

It's not just a chip plant. TSMC is also planning to spend $170m to open an R&D center in Japan to jointly develop semiconductor materials and tools with leading Japanese suppliers.

ID: hfxid7s

Curious if these factories add anything to the job market.

Hopefully not: You'd think that modern stuff like this should be leading the push for a future where robots do all the work for us.

ID: hfxoezq

It’s not about robots doing the work. You’d still need people to determine what work needs to be done. Chip manufacturing involves use of hazardous chemicals. Soo unless you have an AI of some kind, robots can’t sustain this by themselves.

Btw, the manufacturing process is largely automated as it is. People are needed for the maintenance and proper functioning of the equipment, not to mention design the process itself

7 : Anonymous2021/10/09 22:32 ID: hg19gnn

Sony playing the long game. Imagine being able to get chips for PS5/PS6 from TSMC from your own freaking chip making factory.

8 : Anonymous2021/10/09 08:29 ID: hfykha7

Sony vision S about to become a reality, sony is also manufacturing the iphone cameras, it will also help to manufacture more camera sensor and more ps5 in japan , a lot of division of sony will be happy about that.

9 : Anonymous2021/10/09 02:45 ID: hfxofqx

Hell yeah pull out of shitty China. It was idiotic to put all the Semiconductor plants in one country.

ID: hfxp3tf

They’re not in one country. Singapore, Japan, Taiwan, US and China. These are the major countries which have fabs.

ID: hfxtjxr

Well, there's a lot of reasons why China is a massive fabricator, but all of our semicondutor plants are not in china. TSMC is based in Taiwan... its name is Taiwan Semiconductor Manufacturing Company.

ID: hfxuukb

Lol don't let China hear that.

ID: hfxw73e

It's even more idiotic to think all semiconductor plants are in China..........

ID: hfxx4zf

With all the internet available, you still choose to be uneducated.

10 : Anonymous2021/10/09 06:41 ID: hfyc2g8

jap gov help? praise the sun guys!!!

11 : Anonymous2021/10/09 02:26 ID: hfxm1do


ID: hfxqp7l

Soon? The factory isn't even built yet

ID: hfxqlin

They are not in a situation to say we do it now and in a year everything is up and running.

12 : Anonymous2021/10/09 06:58 ID: hfydixp

It will be a good start if this were to go through. They needed the experience and who knows they might be able to make their own chips for PS6 onwards

ID: hfyhmlf

They won't be making their own chips. It's still TSMC, it's just that Sony and Japan may be helping fund the building of a semiconductor manufacturing center as they cost many billions of dollars. And TSMC is currently building one in the US. It's just a good idea in general to have more places where semiconductors are made as there are shortages on just about everything related to them right now.

13 : Anonymous2021/10/09 14:23 ID: hfzga6g

This would be incredible for Sony and also makes chip manufacturing less vulnerable.

14 : Anonymous2021/10/09 18:31 ID: hg0d7h4

I'd be happy for this just because after covid I think it's pretty clear that putting everything tech in the same spot is bad.

Tsmc is also always busy. They make so much stuff it's insane.


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