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Intel chief Pat Gelsinger: Too many chips made in Asia

bbc.com

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

#61

Post by dragontamer »

smiley1437 wrote: post #42

I'm all for redistributing fab capacity geographically. But I thought it became concentrated in Asia because of the lower cost for high quality engineers due to LCOL. How will Intel change this equation to make it profitable in other geographic regions?

USA has some of the lowest cost of energy / electricity in the world and one of the best rail-freight systems in the world.

Our passenger rail sucks and our people are expensive. But significant manufacturing remains in the USA (yes, we manufacture more today than ever before, despite the hoopla about outsourcing). There's a reason for that: USA has some pretty good advantages if you know what to look for.

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

#63

Post by tibbydudeza »

NobodyNada wrote: post #36
tibbydudeza wrote: post #17

It it Intel speak "we can't compete against TMSC/Samsung".

How is that? As the article explains, they have just announced their plans to directly compete against TSMC/Samsung as a manufacturer of chips for other companies (rather than just manufacturing their own designs). To me, this suggests Gelsinger is confident in the company’s ability to get their 7nm-and-beyond processes back on track and become competitive once again.

Rocket Lake is still on 14nm because of issues with their 10nm process and the new guy a week in is talking smack about them shipping 7nm product and compete against the likes of TMSC/Samsung ???.

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

#64

Post by 01100011 »

topspin wrote: post #59
king_magic wrote: post #5

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...

What's wrong with that?

The company has to react both tactically and strategically. Short term, they may have to use overseas production while the domestic capability improves.

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

#65

Post by InitialLastName »

tibbydudeza wrote: post #39
vkou wrote: post #28

Earlier quoted context omitted.

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.

Sometimes the govt needs to intervene and provide resources when you want to get things done properly. https://en.wikipedia.org/wiki/Heavy_Press_Program

Yes, but some of the ROI of that intervention should be able to be captured by the US (as a representative of the people) in the form of equity or secured loans.

Insisting on stimulus of private industry without equity or interest is a great way to socialize losses and privatize gains, as they say.

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

#66

Post by xiphias2 »

zaphirplane wrote: post #13
xiphias2 wrote: 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.

Isn’t he being politically aware by not naming the Asian country ? Because as a technical person what’s the concern if a lot of chips are made in the continent of Asia

When you are a CEO of one of the biggest companies in the world (or even just a commenter on HN), even the smallest thing that you say can be misinterpreted by people. Pat said great things, but the newspapers picked the most controversial part of course.

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

#67

Post by ghufran_syed »

conteenants wrote: post #57
numpad0 wrote: post #46

Earlier quoted context omitted.

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 discovere…

I agree with your points but feel it would be better to try and and aim for a more mature tone when replying to a possibly less mature comment?

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

#68

Post by sigstoat »

TeeMassive wrote: post #44

This have been bothering me for a while. What would happen if for any reasons the biggest fabs are destroyed? It would take years to get more than half of a century of accumulated knowledge just from patents, and that's not even counting industrial secrets and all the economical machine needed to support such an industry. There have been projects focused on securing Humanity's technological knowledge in case of a wor…

> What would happen if for any reasons the biggest fabs are destroyed?

it "just" takes some years and heaping piles of money to replace them. though probably more if you're trying to replace them all at once, as there aren't a lot of folks who make the equipment to rebuild the fabs.

> It would take years to get more than half of a century of accumulated knowledge just from patents, and that's not even counting industrial secrets and all the economical machine needed to support such an industry.

sounds like you're more concerned about loss of the personnel and records, rather than the buildings.

> I can't think of any project entirely focused on building from scratch and kick-starting the industrial motor of modern civilization.

i mean, "world peace" is generally concerned with preventing it from being destroyed in the first place.

conventional wisdom is that taiwan bases a chunk of their national security on nobody wanting to see TSMC ruined.

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

#69

Post by Waterluvian »

vkou wrote: post #28
Waterluvian wrote: post #15

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.

I agree. There's so many ways the government can spend spend spend. Doesn't need to be hand outs to generate fictitous fleeting economic states.

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

#70

Post by xiphias2 »

tibbydudeza wrote: post #35
xiphias2 wrote: post #9

It's interesting that Pat hopes that Apple would want another supplier, but I don't see 3nm Intel fab happening in the near future.

Apple did it once before when it sourced CPU's from Samsung and TMSC for the A9 iPhone 6S using a 14 vs 16nm node processes. But I don't see why they would do it unless there was supplier issues.

People didn't like Samsung chips, they started complaining about battery life, that was why Apple moved to being TSMC only I think.
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