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How Much Energy Will New Semiconductor Factories Burn Through in the US? (theverge.com) 41

A new report warns that a boom in computer chip manufacturing in the US could fuel demand for dirty energy, despite companies' environmental claims. The solution for manufacturers, surprisingly, might be to act more like other big tech companies chasing climate goals. From a report: New semiconductor factories being built in the US by four of the biggest manufacturers -- Intel, TSMC, Samsung, and Micron -- could use more than twice as much electricity as the city of Seattle once they're operational. These companies claim to run on renewable energy, but according to an analysis by nonprofit Stand.earth, that's not entirely true. Semiconductors happen to make up a big chunk of a device's carbon footprint. And unless companies turn to clean energy, they could wind up driving up greenhouse gas emissions as domestic chip manufacturing makes a comeback.

The CHIPS and Science Act, which passed in 2022, set aside $52.7 billion in funding for domestic chip manufacturing. Now, the four companies scrutinized in the report have plans to build megafactories in Arizona, Ohio, Oregon, Idaho, Texas, and New York. Each of those megafactories alone could use as much electricity as a medium-sized town, according to the report. Cumulatively, nine facilities could eventually add 2.1 gigawatts in new electricity demand. "We're not slowing down on any of our sustainability commitments, even with our recently announced investments," Intel said in an email.

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How Much Energy Will New Semiconductor Factories Burn Through in the US?

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  • by Arnonyrnous Covvard ( 7286638 ) on Wednesday March 06, 2024 @09:25AM (#64294102)

    What matters is how you produce it, not how much you use. Stop trying to scare people with idiot bait like "Each of those megafactories alone could use as much electricity as a medium-sized town".

    • by TwistedGreen ( 80055 ) on Wednesday March 06, 2024 @12:52PM (#64294868)

      So you're saying it's not the size that counts, but how you use it?

    • What matters is how you produce it, not how much you use.

      Since quality of life for a nation/region tends to increase with energy use I would think it does matter how much energy we use. Of course how efficiently that energy is used matters, we'd see more improvement of quality of life if we put heat into an insulated structure than just huddling around an open flame. We can't conserve our way to zero energy use, and yet that is apparently what is being demanded from us by the global warming alarmist.

      I will agree that if all else is equal then the largest concer

    • Only stupid people try not to use energy

      But the intelligent recognize that energy efficiency processes are important and often overlooked because of "economics".

  • You think that factories making semiconductors on another side of the world is making them out of Virgin Marry tears? At least you can control companies a bit more here than in some autocratic hell run by communist entrepreneurs. Manufacture localy, keep standards and have import tax for poluting industries from abroad.
    • by HBI ( 10338492 )

      This argument never works on NIMBY.

      Having lived next to an industrial plant that was a cancer cluster right here in the good old US, when I was a young child, I can't even blame them that much. Both my grandparents died of lung cancer after living next to of all things, a Maxwell House coffee plant and breathing in the crap they'd been spewing for half a century. Sure, we're better now, but the nature of industry and inefficacy of regulation in the US doesn't exactly fill me with a warm fuzzy, and it's ce

      • by Erioll ( 229536 )
        To me it's a decision between having all those bad effects somewhere else where they are certain to never be addressed, versus having it beside you, where at least public pressure has some role in government. If people want the products, they should also deal with the consequences of producing those products. Putting them abroad just shifts the consequences to somebody else, it doesn't mitigate it. Producing it in a 1st-world country isn't perfect (as per your cited family issues), but it's at least got
    • If the article is only pointing out that these new factories are not exactly running directly on renewable energy as the companies implied they would be, that deserves some mention. If it is scare mongering that these factories should never be built due to the energy demand, that is a different problem. It seems that for now these factories will simply buy credits but run on whatever the local grid offers. Few if any of them are building their own power plants much less renewable kinds like wind farms. In t
      • Chip plants need a bit of natural gas and a lot of electricity. Tucson, Phoenix, Austin, San Antonio, Denver have surplus of solar and wind in 2024... In 2028, the world is awash in daytime solar electricity, with home automation the utilities just need to change their discount patterns. Daytime power rates for commercial customers will be near zero, assuming active load leveling, just to support grid costs and that is why the plants are sited where they are at... Power Grid interconnect is FREE.
    • True enough, just look at the rare earth runoff dumped into rivers in China. If you complain, you get disappeared. The true price of "green" technology...

  • The way I would pose the question is; What value would be created as a result of the energy used?

    Given that there would be people working at the facility and chips being manufactured that would be sold, it would most likely make sense to use that energy to help create useful items such as integrated circuits.

    It makes more sense to me to use it for that as opposed to using the energy to power virtual currency farms because most people have little use for a string of ones and zeros.

  • by enriquevagu ( 1026480 ) on Wednesday March 06, 2024 @10:21AM (#64294230)

    Any industrial activity requires energy. This is a good use for such energy. On the opposite side we have bitcoin mining, which is (mostly) wasting energy.

    The headline seems to imply that this is a bad thing. Just build the factories and the (nuclear!) power plants, dammit.

    • Gold Mining and Bitcoin Mining are the same 30% of the value is the input cost to get the comity to a warehouse in New Jersey. 70% is always unless a golden comet crashes into Siberia, that there is only so much recoverable gold and bitcoin. Otherwise industrial uses of gold fits in a single truck per year.
    • Droughts due to climate crisis we're in makes nuclear, being just another steam engine, unreliable, inefficient and too expensive.
      And that's when it is already heavily subsidized by the government - as it needs to be in order to be profitable.
      Which the companies running the existing reactors know very well - cause they're the same ones running coal and gas plants... and the renewables.

      Only one of their energy sources allows them to get something for free and sell it to their customer at a cost - and it's no

  • Uh no (Score:5, Insightful)

    by drinkypoo ( 153816 ) <drink@hyperlogos.org> on Wednesday March 06, 2024 @10:24AM (#64294236) Homepage Journal

    A new report warns that a boom in computer chip manufacturing in the US could fuel demand for dirty energy

    They don't care where the energy comes from, which is a real problem, but it is not the same thing as demanding "dirty energy".

    • but it is not the same thing as demanding "dirty energy"

      Nor is it the same thing as demanding "slutty energy" which can be confused with "dirty energy".

  • same amount that it would be used in China, with the added negative of benefiting Chinese economy vs US. so please IMBY

  • by Anonymous Coward

    When you have crap like bitcoin wasting energy, why are they even looking at semiconductors which actually add value to GDP vs bitcoin which is the equivalent of just throwing resources into a boiler to burn.

    • by ls671 ( 1122017 )

      When you have crap like bitcoin wasting energy, why are they even looking at semiconductors which actually add value to GDP vs bitcoin which is the equivalent of just throwing resources into a boiler to burn.

      A boiler contains water at the bottom and steam at the top, I don't think anything would easily burn in a boiler. /s

  • by chill ( 34294 )

    These factories sound like the perfect customers for Small Modular Reactors (SMRs) [wikipedia.org].

  • We're dangerously close to a point in the world where we will not have access to TSMC chips anymore. China will own that place one way or another, and if there's a war to protect it, China would just take the fabs off the map for us. So IF you want the chips, you MUST build the fabs. Otherwise, quit complaining. Where's the breathless takedown of all the dirty energy consumed by the Tyson Chicken Nuggets plants? Nothing? Right. It's a political hit from somewhere, for some reason, trying to make AI companie
  • That seems...implausible, especially if Seattle has any sort of industrial capacity or data centers. I only rarely go to Seattle so I have no feel for it.

    I'd be truly surprised if it was even within two orders of magnitude. TFA didn't cite any sources so it's difficult to say.

    To keep this nerdy, does anyone know where semiconductor manufacturing uses power? I know growing the silicon ingots uses a ton of juice. I don't know that any of the downstream steps use a ton of power, not compared to other industria

  • We need semiconductor plants here. Fullstop!

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