"Process node," in the sense of logic, RAM or Flash density, isn't relevant here. These are power devices. Silicon Carbide FETS and whatnot; bulk current switching and related devices. Not frontier process node logic devices.
That reality is carefully left unclear in all this "silicon sovereignty" narrative. It's a nice plant with new tooling cranking out 300mm wafers, but it's not the same game as a TSMC or Intel fab making cutting edge, high margin silicon, and there are a number of competitors making similar power devices around the world. And yes, the "AI" fluff is pure marketing nonsense; everyone needs lots of power devices for everything. Yes, they'll obviously seek lucrative contracts to supply exotic power devices for AI applications, but that stuff gets commoditized quickly.
Very bad marketing since the slop article doesn't even mention the process node of the fab.
"Process node," in the sense of logic, RAM or Flash density, isn't relevant here. These are power devices. Silicon Carbide FETS and whatnot; bulk current switching and related devices. Not frontier process node logic devices.
That reality is carefully left unclear in all this "silicon sovereignty" narrative. It's a nice plant with new tooling cranking out 300mm wafers, but it's not the same game as a TSMC or Intel fab making cutting edge, high margin silicon, and there are a number of competitors making similar power devices around the world. And yes, the "AI" fluff is pure marketing nonsense; everyone needs lots of power devices for everything. Yes, they'll obviously seek lucrative contracts to supply exotic power devices for AI applications, but that stuff gets commoditized quickly.