as far as i have understood the customers asked for it so i guess Aixtron had some talks with them as they wont run a site without knowing the outcome.
Well pointed question rosskata, just my quick thoughts:
I think a lot of Government grants/Subsidies involved here
Your question on cost can be sliced in different ways. Of course there are additional costs given you need people, electricity etc etc. BUT. I think the facility might ensure additional revenue that was not available from the Aachen factory, for example (and that are just my thoughts) if ST Micro requires a production footprint in Italy from their supplier because ST itself received subsidies from the Italian state. If Aix had not had the footprint it would not be electable for an order.
Another scenario: yes, again, extra cost for running the facility but if you make a profit / margin from that facility, that’s fine, right?
So I think that was roughly what Grawert meant to say on the call.. he just not found the right wording. Or did not want to give too much away.
USA vergibt 1,6 Milliarden Dollar an Texas Instruments zum Bau von Halbleiterfabriken Die Finanzierung stammt aus dem überparteilichen CHIPS Act, der die Produktion kritischer Halbleiter in den Vereinigten Staaten stärken soll.
Thread abonnieren
