Arizona MegaFab — Parametric Simulator

§ 01 Tunable inputs

Scenario presets → SMD state

Water recycle rateFAB 65%

B1 Technology Pivot lever — Closed-Loop Water Tech deployment level; reduces Aquifer Depletion and rebuilds Social License to Operate

Renewable energy shareUTIL 25%

B4 Renewable Energy Buffer — dampens Energy Cost & Grid Stress; also signals sustainability commitment to Social License

EJ engagement scoreCOMM 40

R2 Social License Erosion mitigation — community trust posture that moderates Agricultural Community Impact and restores Social License

Wafer starts per monthFAB 50,000

Production volume — drives EUV Lithography Water Demand (R1) and Energy Cost & Grid Stress (B3)

Aquifer recharge rateGEO 8 MGD

Exogenous — natural replenishment rate; limits Aquifer Depletion accumulation independent of fab operations

Grid reserve marginUTIL 15%

Grid spare capacity above peak — base input to Energy Cost & Grid Stress (B3); B4 renewable adoption reduces the effective stress

§ 02 System state · CLD derivation

Move a slider to see which CLD feedback loop drives the state transition.

ENV · GRI 303 · 302 Environmental nodes

EUV Water Demand R1 · B3

EUV Lithography Water Demand

withdrawal = wspm × 0.0003 × (1 − recycle)

Gross UPW demand—

Net withdrawal (B1)—

Aquifer Depletion R1 · R2

Aquifer Depletion

deficit = withdrawal − recharge; index = deficit/350 × 30

Daily deficit—

Depletion index—

Guard T1 ≥ 0.4—

Energy Cost & Grid Stress B3 · B4

Energy Cost & Grid Stress

adjusted = raw_stress − 0.5 × renewable (B4)

Fab load—

Raw grid stress—

B4-adjusted stress—

Guard T2 ≥ 0.4—

Renewable Energy Adoption B4

Renewable Energy Adoption

B4 loop: adoption ↑ → Energy Cost ↓ (−0.5 × fraction)

Adoption fraction—

Grid stress dampening—

SOC · GRI 413 Social nodes

Agricultural Impact R2

Agricultural Community Impact

0.6 × aquifer + 0.4 × (1 − recharge/18)

Impact index—

ECON · GRI 201 · 207 Economic nodes

Water Acquisition Cost R1 · R2

Water Acquisition Cost

aquifer × 1.1 + deficit × 0.02

Cost index—

Regulatory Pressure R2

Regulatory Pressure

logistic(3·ag + 2·aquifer − 2·social − 3.5)

Pressure index—

Guard T3 ≥ 0.5—

CHIPS Act Subsidies B2

CHIPS Act Subsidies

max(0, 1 − 1.3 × regulatory_pressure)

Disbursement factor—

Guard T4 < 0.05—

Investor Confidence R1 · B2 · B3

Investor Confidence

0.5 + 0.35·chips − 0.3·water_cost − 0.2·energy + 0.2·social

Confidence index—

AGG · min(…) operator Fab Operational Output

Fab Operational Output R1 · B1 · B3

Fab Operational Output

min(1−1.1·aquifer, 1−0.9·energy_cost, 1−1.3·reg_pressure)

Production utilization—

Binding constraint—

GRI disclosure metrics — reporting outputs, not CLD feedback nodes

GRI 303-3 · Water withdrawal Net external withdrawal —

GRI 305-2 · Scope 2 (market-based) Adjusted for renewable PPAs —

GRI 413-1 · Community engagement Social License score —