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Germany paying $5.5B for Intel fab

electronicsweekly.com

41–50 of 593 posts

Re: Germany paying $5.5B for Intel fab

#41

Earlier quoted context omitted.

I don't want my tax money filling the coffers of an American monopoly.

The alternative is that they take $5.5B from France and you lose the jobs. Strategically, you want the semi jobs to seed local expertise.

You can invest 5.5 billion to create local companies, instead of subsidizing an American one.

Re: Germany paying $5.5B for Intel fab

#44
It's too late for Intel. x86 doesn't have a future, ARM64 SoC architectures like Apple's M1 (TSMC) are the future of computing. Just as fast (and often faster in many benchmarks) with only 20-25% the power consumption and heat. Even Microsoft is preparing for the shift to ARM, at Build 2⁰22 they announced project Voltera, an ARM Windows 11 PC loaded with Visual Studio 2022 and .NET 7 all for ARM to give devs a head start for the coming ARM Microsoft systems. Microsoft will partner with Qualcomm and have their own custom SoC like the M1. Intel is toast (because their CPUs are too hot). This is going to be a massive shift in the PC industry.

Re: Germany paying $5.5B for Intel fab

#46

Earlier quoted context omitted.

The alternative is that they take $5.5B from France and you lose the jobs. Strategically, you want the semi jobs to seed local expertise.

You can invest 5.5 billion to create local companies, instead of subsidizing an American one.

If you want to create an Intel competitor from scratch that will be way, way more than 5.5 billions and will take a ridiculous amount of time.

Re: Germany paying $5.5B for Intel fab

#47
post #30

Earlier quoted context omitted.

ASML is in the Netherlands though. Edit: Yes ASML is obviously not a chip fab but they supply the machines that actually fabricate the chips.

Correct, but ASML is not a chip fab

I think the point was that high-tech shouldn't be concentrated in one location. What if ASML was in China?

Re: Germany paying $5.5B for Intel fab

#49
post #9

Earlier quoted context omitted.

Why is the local fab specifically important? They're still going to fly the wafers to Malaysia or wherever for packaging, right? And the tools and chemicals will all be made elsewhere, won't they? It's not as simple as having a steady supply of apples from your local orchard.

That part is solved: (1) German BASF is one of the manufactures for "semiconductor chemicals". (2) More important: Getting parts from Malaysia (etc) is no issue as I don't think they plan to attack any neighboring countries in the next decade. Also, they did not start a trade boycott against Lithuania just over the name of an trade office.

Exactly.

Malaysia can still be a partner, however this is a big step that opens the door for replacing labor in distant countries with another EU neighbour. This is good for the entire EU.

Re: Germany paying $5.5B for Intel fab

#50

It's too late for Intel. x86 doesn't have a future, ARM64 SoC architectures like Apple's M1 (TSMC) are the future of computing. Just as fast (and often faster in many benchmarks) with only 20-25% the power consumption and heat. Even Microsoft is preparing for the shift to ARM, at Build 2⁰22 they announced project Voltera, an ARM Windows 11 PC loaded with Visual Studio 2022 and .NET 7 all for ARM to give devs a head s…

Intel protects itself against x86_64 becoming deprecated by investing into RISC-V.
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