Another thing to consider is the zoning and permitting. Very difficult to get a greenfield fab built any more in CA. This is already set up as fab mfg space with the city/county/state. Conceivably they could gut it, install new tooling and be up and running within a couple years.
It's typical to have mixed signal or analog chips in older processes. Digital needs small feature size nodes to reduce power, increase performance, and integrate lots of gates. Memory needs small feature size to integrate lots of cells. I'd buy the it's for the car story. Also I'd buy the keep an older node around because TSMC, GloFo, and Samsung won't. I'd even wonder about expanding production for any mixed signal / RF / analog suppliers that don't have the leverage to secure enough wafers at their own or contract fabs.
Comments