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▲ rurban 3 days ago

Uh, so they are lying to us constantly. First the said the new BOSCH fab in Dresden is for AI, with 28nm - ha!

▲randomhacker123 12 hours ago | parent | next [-]

You probably mixed it up with the Infineon Smart Power Fab.

The Infineon Smart Power Fab was opened some months ago and builds power ICs for the energy market. Probably something like ACDC and DCAC converter ICs. This is also needed in AI data centers. https://www.infineon.com/de/regional/dresden/smart-power-fab

European Semiconductor Manufacturing Company (ESMC), the TSMC fab in Dresden is still under construction and will produce logic chips in 28nm or 16nm. Bosch, Infineon, and NXP each have 10% share in this fab. I assume that it will mostly produce products which will be sold by these 3 companies, probably just the next generations from what they already sell. This fab was 50% subsidized by the German government.

GlobalFoundries also has a big 20nm Fab in Dresden.

The most advanced logic fab in the EU is the Intel fab in Ireland.

▲flohofwoe 13 hours ago | parent | prev | next [-]

Bosch never said that though, the "AI" stuff was about the production methods used in the fab (along with a couple other buzzwords), it was never claimed that the fab produces chips "for AI". Instead these are fairly simple controllers for the automotive industry.

▲moooo99 13 hours ago | parent | prev [-]

Can you share any official communication where somebody claimed this fab was for AI?

It was pretty clear that this fab - much like the other Bosch facilities - is going to be for automotive and industry ICs, not for high end node sizes in CPUs or GPUs.

▲ahartmetz 12 hours ago | parent | next [-]

I think I've read "power management chips for AI" somewhere. Probably technically correct, but also a somewhat gratuitous reference to the current thing for silly PR reasons.

▲eternauta3k 11 hours ago | parent | next [-]

Not gratuitous, Infineon's stock price rose because of the AI datacenter demand.

▲moooo99 10 hours ago | parent | prev [-]

I don't think this is merely a gratuitous reference given the fact that AI demand is probably - among EVs - a key driver for the sales of power related ICs.

▲rurban 9 hours ago | parent | prev [-]

Every local Dresden newspaper article and Bosch press release said so.