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Intel chief Pat Gelsinger: Too many chips made in Asia

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51–60 of 233 posts

Re: Intel chief Pat Gelsinger: Too many chips made in Asia

#51
I think Intel are more focused upon not surfing the bleeding edge, more the bulk of other silicon production that is usually on many generations behind. So offering those the opportunity to step up in nodes for them but also using proven nodes which , whilst not bleeding edge - will do ok. That with any bleeding edge needs, being open to outsourcing on a case by case bases for their own parts.

I think for many, they view Intel based upon how well they do running computer games and think the stock resolves around that when we have learned that their income streams are more widely spread.

As for alternative to TSMC, that gets down to getting ahead on nodes or when nodes get to a stage that they won't get any smaller. Also the work with IBM is interesting and whilst IBM left the FAB industry, they still do research and that combination may help Intel catchup or surpase the current cutting edge TSMC offer.

I do feel what Intel is going for is opening up their 14nm(insert plus signs to taste) as they shift their core onto the 10nm. They had a lot of investment in 14nm and milked it well, but now they have the opportunity to open that up and gain value from that instead of the usual retooling one node into a new node and some node changes will be more impacting and might well be the case. Let alone the downtime and then to get the plant particle free after all the work - very costly. So to cash in on that as is more and just build new plants from scratch can for the accountants become very much the right direction to go and that is how it seems to be. More so when politically getting subsidies to build new plants over retooling an existing one can make that option even cheaper.

However it is being driven, it's good for Intel and the industry as a whole as more choice. Equally I'm very interested in how Intel and IBM will collaborate and have a good feeling about all this.

Re: Intel chief Pat Gelsinger: Too many chips made in Asia

#53
post #3

Earlier quoted context omitted.

I guess he's not used to political speech, as he has more technical experience. He needs to get used to picking his words more carefully.

Not being xenophobic doesn’t require training

Pointing out that there is a concentration of chip manufacturing in one region (or even country) is not xenophobic. It is globalist, and it is capitalist, but it's not xenophobic any more than it is to say that the concentration of social networks coming out of silicon valley is a problem (it is!).

Re: Intel chief Pat Gelsinger: Too many chips made in Asia

#54
As he says here, the decision not to take risk and jump to EUV with TSMC and Samsung was the mistake that started this downfall and it snowballed. The decision happened somewhere in the pathfinding stage into 10nm.

When Gerald Marcyk was running Intel components research back in the 2001 Intel was already considering using EUV lithography for the 45nm technology node that would come out 2007. It turned out that the switch to EUV could be delayed and delayed again. Intel thought they could get away with it this last time and it was a wrong decision.

EUV is super hard. There is only one company that can make EUV lithography machines, Dutch company called ASML. TWINSCAN NXE:3400B costs ~$120 million https://www.asml.com/en/products/euv-lithography-systems/twi...

Intel, Samsung and TSMC invested billions into ASML in 2012. In exchange Intel got 15% ownership, Samsung 10% and TSML 5% if I remember correctly. They don't have any significant ownership anymore.

Re: Intel chief Pat Gelsinger: Too many chips made in Asia

#55
post #51

I think Intel are more focused upon not surfing the bleeding edge, more the bulk of other silicon production that is usually on many generations behind. So offering those the opportunity to step up in nodes for them but also using proven nodes which , whilst not bleeding edge - will do ok. That with any bleeding edge needs, being open to outsourcing on a case by case bases for their own parts. I think for many, they…

This already exists/existed at GlobalFoundaries and they’ve been closing fabs.

The fab business isn’t great, tbh, because most of the money is in the value add.

Re: Intel chief Pat Gelsinger: Too many chips made in Asia

#57
post #46

Earlier quoted context omitted.

> and don't single out a geoethnic region. He didn't. Asia is a continent, and it's no different than saying the biggest consumer of hot dogs is North America. I'm Asian, fwiw.

Asia is not a continent though, more like “other worlds that don’t speak Indo-European languages”

"Indo" in "Indo-European" comes from India, one of the two largest countries on the Asian continent. You might classify some languages spoken in India as.. Indo-European. Shocking. Those Indians who speak those languages.. are Asian! Surprise!

Since you missed third grade geography, the other continents in addition to Asia are Europe, North America, South America, Africa, Antarctica, Australia, and recently discovered to be its own continent, Zealandia

Good try though, projecting your own racism onto the topic at hand while simultaneously revealing incredible ignorance

Re: Intel chief Pat Gelsinger: Too many chips made in Asia

#59

He's entirely right. I think this is the best move Intel has made in decades.

He's also talking out of both side of his mouth. Yesterday we learn this[1] and this "Galsigner says" story unironically fails to point it out.

[1] Intel to Outsource Some Key CPU Production for 2023 Chips to TSMC https://www.tomshardware.com/news/intel-to-outsource-some-ke...

Re: Intel chief Pat Gelsinger: Too many chips made in Asia

#60
post #28

America should use the "we need to spend spend spend to revitalize the economy" to domesticate more industry.

As a taxpayer, I'm not particularly keen in seeing my money subsidize privately owned firms. Spend-spend-spend should either be done through secured loans, or by the government receiving equity.

You mean like Boeing/ULA, agriculture, mining, forestry, ad infinitum?
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