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by wonderwonder 1669 days ago
They are setting up fairly close to Tesla. Wonder if they are working on a deal for Tesla to provide battery backup. Interestingly enough Austin, TX appears to be rapidly approaching SF status as a tech hub and may soon surpass them. Its an interesting thing to watch and really gives insight into how politics and taxes affect business and growth.
7 comments

> Wonder if they are working on a deal for Tesla to provide battery backup.

Running an entire leading edge semiconductor plant on battery backup is a crazy proposition in my view. Especially, for intentions of surviving another Texas winter situation without any disruption to operations. Approximately 24 hours of full-coverage battery backup would have been required to bridge the rolling blackouts.

Last I checked (about a decade ago), the SAS A2/S2 lines accounted for ~13% of the electrical load for the entire city of Austin. Just look at the amount of power one EUV light source requires today. These lines will have potentially dozens moving forward. Then consider that all of the photo area accounts for a tiny fraction of total power consumption in one of these plants.

If it were even remotely feasible for the Samsung semiconductor lines to operate on standby generator power, they would have installed these units already and no losses would have been incurred.

They might as well be smelting aluminum behind those walls. Any backup generator power or UPS devices are designed for life safety and stopping the line without causing 10+ figure losses. You cannot run one of these facilities on in-house power. Another commenter proposed a nuclear reactor installation. This is actually not a terrible idea once you understand the scale. Putting 10-15 semiconductor lines around a nuke plant makes perfect sense to me.

The Bay Area had something like 20x as much VC investment as Austin as of 2017 [0]. This article [1] indicates that the trend is probably in Austin's favor, as I'd expect, but it also shows that Austin isn't even in the top 10 nationally (unless they lump it in with San Antonio?) by deal count as of 2020.

[0] https://pitchbook.com/news/articles/the-bay-area-beyond-rank...

[1] https://www.cnbc.com/2021/01/14/silicon-valleys-share-of-ven...

> Interestingly enough Austin, TX appears to be rapidly approaching SF status as a tech hub and may soon surpass them.

Uh, maybe it's time to take a drive through Austin, but that was a pretty sleepy little college town 10 years ago. Most of my family lives in the central Texas region (San Antonio, San Carlos, College Station), and I presently live in Mountain View. I have a hard time believing SF-scale infrastructure was built that fast.

As an example, here's the UT wind tunnel: http://research.ae.utexas.edu/floimlab/Mach5.php

Here's the Moffett wind tunnel complex: https://www.nasa.gov/centers/ames/multimedia/images/2005/nfa...

+1 for comparing wind tunnel capacity. Also TX has no dirigible hangars.
Can't stop laughing
Companies that require wind tunnels are no longer “tech companies” and are therefore irrelevant for a discussion about “tech hubs”.
Yeah but San Antonio's even better, here's their car factory: https://s.hdnux.com/photos/46/41/53/10099417/69/1200x0.jpg
I think he may have meant in terms of software companies. Many of them do not require a wind tunnel.
I primarily meant software, computer manufacturing (chips, etc. ) style jobs but the fact that you went with wind tunnels is awesome :) You will always be cool in my books for this comment.
I don't think wind tunnels (of which these seem like fundamentally different types) are a great example for this argument.
I don't know about SV status but I think it's getting there. Other tech hubs still extract graduates out of the state at an alarming rate and last I checked compensation wasn't close to SV (even with normalization for cost of living). It'll take a good bit of time to undo SV but the ball is rolling.
care to share any sources? or did you just make this up?
Make what up, The Tesla link? I just asked the question, I have no info either way, notice I said "Wonder if".
> rapidly approaching sf status. That should be a quantifiable metric?
Austin has seen a 40+ % increase in tech jobs in a decade and has recently attracted major companies like Tesla and oracle to headquarter there while the majority of FAANG companies are building large campuses there.

This site does a pretty good job: https://sfciti.org/sf-tech-exodus/

Article from the SF Chronicle: https://www.sfchronicle.com/bayarea/article/Austin-COVID-tec...

Hopefully that addresses your question as to why I hold this opinion.

Yes, they made it up

According to wikipedia/some google-fu SV has just above double the high tech jobs as Austin

That would be way more high tech jobs in Austin per capita.
According to wikipedia/some google-fu Silicon Valley has a population of ~ 3 million people while Austin has a population of just under a million. Your numbers support my comment that you say I "Just made up"
I'm a big fan of Tesla and Mr. Musk - but does anyone know of any non-vaporware large scale industrial facilities that use Tesla battery walls as power backup? Do Tesla manufacturing plants do this?
Not sure about industrial, but they have grid scale battery storage with their Megapack product. Hornsdale in Australia has been operating for a few years. https://www.greentechmedia.com/articles/read/tesla-fulfills-...
https://www.bloomberg.com/news/features/2021-03-08/tesla-is-...

Not quite what you were asking about but it does deal with the TX grid.

What are some interesting startups in Austin area?