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Intel's $20B Ohio factory could become world's largest chip plant

reuters.com

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Re: Intel's $20B Ohio factory could become world's largest chip plant

#231

Post by 908B64B197 »

mNovak wrote: post #38
bee_rider wrote: post #3

Good luck to them! Always nice to get as much semiconducter talent in-country as possible, fabs are a pretty crucial supply line after all. I'd imagine most people would want a pretty significant pay raise to move to somewhere like Ohio, but they are nearby Ohio State University, so maybe they'll get local talent.

Depending on where they're moving from, they might take a pay cut.. Ohio is very cheap to live in. New Albany is not particularly exciting, but nearby Columbus is a nice vibrant city, not the end of the earth. OSU is a definitely good asset for Intel, they put out 2k engineering degrees a year. I hope this spurs a nice tech ecosystem for Ohio--it's been dominated by insurance and medicine for a long time.

> I'd imagine most people would want a pretty significant pay raise to move to somewhere like Ohio

Yeah. The region isn't known to attract or retain tech talent.

> Depending on where they're moving from, they might take a pay cut.. Ohio is very cheap to live in

The thing with Cost of Living is that the biggest expense is typically housing. And if you bought the house, it means the biggest expense is... building equity into an asset you can sell afterward.

Keep in mind the engineer who purchased a 2 million house in Palo Alto can sell it for two million, and then move to Ohio to a much cheaper house purchased in cash. The reverse isn't true.

Re: Intel's $20B Ohio factory could become world's largest chip plant

#232

Post by chasd00 »

mNovak wrote: post #38
bee_rider wrote: post #3

Good luck to them! Always nice to get as much semiconducter talent in-country as possible, fabs are a pretty crucial supply line after all. I'd imagine most people would want a pretty significant pay raise to move to somewhere like Ohio, but they are nearby Ohio State University, so maybe they'll get local talent.

Depending on where they're moving from, they might take a pay cut.. Ohio is very cheap to live in. New Albany is not particularly exciting, but nearby Columbus is a nice vibrant city, not the end of the earth. OSU is a definitely good asset for Intel, they put out 2k engineering degrees a year. I hope this spurs a nice tech ecosystem for Ohio--it's been dominated by insurance and medicine for a long time.

given that over the last 2 years we've all been trained to live like hermits I wonder who is going to be bothered about lack of city amenities? You can still jog around the block and walk your dog but large public gatherings (big city specialty) isn't much of a draw any more.

Re: Intel's $20B Ohio factory could become world's largest chip plant

#233

Post by KoftaBob »

sanp wrote: post #188
qsmi wrote: post #90

Earlier quoted context omitted.

Increasing supply chain resiliency by having multiple, geographically separated, sites this more of a thing now. https://hbr.org/2020/09/global-supply-chains-in-a-post-pande... "The obvious way to address heavy dependence on one medium-risk or high-risk source (a single factory, supplier, or region) is to add more sources in locations not vulnerable to the same risks."

also, resiliency against adverse action in the Senate. they now have 4 senators who are unlikely to vote on anything damaging to Intel

That's similar to the method defense contractors use, they spread out their manufacturing locations to have influence over as many politicians as possible.

Re: Intel's $20B Ohio factory could become world's largest chip plant

#234

Post by azemetre »

sanp wrote: post #188
qsmi wrote: post #90

Earlier quoted context omitted.

Increasing supply chain resiliency by having multiple, geographically separated, sites this more of a thing now. https://hbr.org/2020/09/global-supply-chains-in-a-post-pande... "The obvious way to address heavy dependence on one medium-risk or high-risk source (a single factory, supplier, or region) is to add more sources in locations not vulnerable to the same risks."

also, resiliency against adverse action in the Senate. they now have 4 senators who are unlikely to vote on anything damaging to Intel

This is an interesting point I never thought of before. Now I wonder if the tech giants would have faired better politically if they weren't all co-located in one of the most politically polarizing areas of the country.

Re: Intel's $20B Ohio factory could become world's largest chip plant

#235

Post by Scoundreller »

kesselvon wrote: post #137
giraffe_lady wrote: post #98

Earlier quoted context omitted.

There are actually extremely specific and intense rules about which parts of the country can take water from the great lakes and what burdens they incur when they do. It's not necessarily aligned with any specific jurisdictions either, I believe it's largely based on the boundaries of the watersheds. Or at least where the boundary was ascertained to be at some point. So yes it's very different, regardless of the sema…

The idea that the Great Lakes are going to be tapped to solve water problems outside the watershed is fall flat when they realize those Great Lakes states aren't going to sell off access like that. I remember some moonshot proposal to pipe the water to the Southwest, which is wild.

There might be redirecting (or excessive drawing) of tributaries though.

Re: Intel's $20B Ohio factory could become world's largest chip plant

#236

Post by uoaei »

flybrand wrote: post #27
ksec wrote: post #15

Intel said the same thing for Arizona as well. Initial $20B investment which could expand to $100B. So they are building it in two places. I wonder why they dont keep it all in Arizona? ( May be Tax Break, but I have no idea how Tax Break works in US ) And if you include their (expected) expansion in EUR, Intel is layering the foundation for Foundry Services. Compared to its half assed Custom Foundry in 2012/2013 wit…

> why not all AZ? Game theory between US states playing to get the most gov’t assistance? Finite pool of talent? Our plants are in rural areas and everyone is struggling to hire, from auto to bakeries.

Sucking the Colorado river dry probably has a lot to do with it.

Taiwan was (is still?) in a drought and semiconductor manufacturing requires so much fresh water that TSMC was bringing in huge tanks on ships from the mainland.

Re: Intel's $20B Ohio factory could become world's largest chip plant

#237

Post by mrfusion »

jnorthrop wrote: post #129
gaoshan wrote: post #122

This is actually a brilliant location for them. One of those places that has much more going for it than people not from the region would realize. International airport, large rail depot, extremely low cost of living and a city/region that has more good restaurants and activities than might be expected. Ohio State University is in the city and is a huge school that is rapidly growing in academic standing. Road transi…

Not to mention low probability of natural disasters: Earthquakes, tornados, wild fire, hurricanes, etc.

Low geopolitical risk is probably one of the best factors.

Re: Intel's $20B Ohio factory could become world's largest chip plant

#238

Post by amelius »

gaoshan wrote: post #122

This is actually a brilliant location for them. One of those places that has much more going for it than people not from the region would realize. International airport, large rail depot, extremely low cost of living and a city/region that has more good restaurants and activities than might be expected. Ohio State University is in the city and is a huge school that is rapidly growing in academic standing. Road transi…

For a fab, every US location is probably better than Taiwan. That's to say: it probably doesn't matter that much where they put it.

Re: Intel's $20B Ohio factory could become world's largest chip plant

#239

Post by sfotm »

scruple wrote: post #228
sfotm wrote: post #163

Earlier quoted context omitted.

I'm an Ohio native that's recently moved back to the Columbus area myself. I know the area pretty intimately. Happy to respond to any questions about the area, as I'd love for there to be a larger tech scene around here.

Just out of curiosity, as another Ohio native who left and sometimes thinks of returning, where did you move back to Ohio from?

I was in Seattle before moving back.

Re: Intel's $20B Ohio factory could become world's largest chip plant

#240

Post by [deleted] »

bduerst wrote: post #117
qsmi wrote: post #105

Earlier quoted context omitted.

I am pretty shocked but I guess ASML delivers by 747. [1][2] But they do seem to know what they're doing. :) "The current generation of EUV machines are already, to put it bluntly, kind of bonkers. Each one is roughly the size of a bus and costs $150 million. It contains 100,000 parts and 2 kilometers of cabling. Shipping the components requires 40 freight containers, three cargo planes, and 20 trucks." [1] https://t…

>Amid the recent chip shortage, triggered by the pandemic’s economic shock waves, ASML’s products have become central to a geopolitical struggle between the US and China, with Washington making it a high priority to block China's access to the machines. The US government has successfully pressured the Dutch not to grant the export licenses needed to send the machines to China, and ASML says it has shipped none to the…

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