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Germany paying $5.5B for Intel fab

electronicsweekly.com

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Re: Germany paying $5.5B for Intel fab

#121

Post by jagger27 »

ChuckNorris89 wrote: post #10

Once again EU taxpayer money bankrolling US tech dominance. When will we ever learn to build up our domestic tech industry? And before the chip hipsters crawl all over my back to prove we ackshually have a powerful domestic semi industry, please name me another EU company, other than ASML (a company 90% of people here never heard of before the chip shortage), that has the same margins, dominance and ability to shape…

If Intel’s new EU fabs operate under the TSMC foundry model, is that not a good thing for the EU? Let’s say I’m a smaller company in France looking to get a chip made on a bleeding edge node. I don’t have existing contacts in Taiwan. Surely I just go next door to Intel, right? If Global Foundries couldn’t pull off the leap to 7nm even with ASML next door, who do you suggest is capable of doing so other than Intel, Samsung, and TSMC, and is EU based?

I have some confidence that the EU would set favourable terms for given the level of investment.

Re: Germany paying $5.5B for Intel fab

#123

Post by throwaway4good »

mmastrac wrote: post #2

Investing in local chip fabs is long overdue. These are incredibly important for geopolitical stability and should be distributed world-wide. We've centralized too many fabs in too few places in the search for low cost.

Most of Intel's fabs are in the US.

Re: Germany paying $5.5B for Intel fab

#124

Post by pmoriarty »

A more interdependent world is a friendlier and more secure world. When countries are completely independent of each other they will be able to more easily shrug off economic consequences of their aggression.

Economic ties also foster greater cultural exchange and understanding, so the less of those there are the insular and navel-gazing the inhabitants of such countries will tend to be, which will also increase the likelihood of conflict as people tend to fear those who they aren't in close contact with and don't understand.

As bad as the world is today, it'll get much worse as countries isolate.

Re: Germany paying $5.5B for Intel fab

#125

Post by dontbenebby »

vegai_ wrote: post #74
alaricus wrote: post #38

Earlier quoted context omitted.

> The origin of the company is irrelevant if they respect basic norms. This is not correct. American govenment has a habit of using American companies to push foreign policy objectives.

That hardly matters as American and EU foreign policy are almost completely aligned.

[flagged]

Re: Germany paying $5.5B for Intel fab

#126

Post by jagger27 »

alaricus wrote: post #120
mantas wrote: post #66

Earlier quoted context omitted.

Germany and strategic sovereignty… Looking at gas pipes, they have an alternative understanding of sovereignty.

Increasing trade with Russia is a good strategy. No need to follow America to WW3 or a new cold war.

A $10 billion pipe sitting empty is good strategy?

Re: Germany paying $5.5B for Intel fab

#128

Post by dontbenebby »

shankr wrote: post #92
vegai_ wrote: post #74

Earlier quoted context omitted.

That hardly matters as American and EU foreign policy are almost completely aligned.

Quoted post unavailable.

I don't think such a person would live the full term.

Look how stressful it was for Trump after folks like myself declared we don't kill him or go to his casino, but go right ahead and keep him the hell away from me.

Re: Germany paying $5.5B for Intel fab

#129

Post by Slartie »

dkjaudyeqooe wrote: post #54
joker99 wrote: post #30

Earlier quoted context omitted.

Correct, but ASML is not a chip fab

No but it is the monopoly supplier of the single most important device for fabs. If ASML (and all their knowledge) disappeared off the face of the earth today progress in semiconductors would probably be set back a decade or two. The fact they are a single company in one country that the global industry depends on for progress in semis should be of concern.

ASML is not a leaf in the dependency tree of the global semiconductor fab supply chain. It does in turn rely on several other highly specialized partners to supply them with custom-developed components for lithography machines, well-known ones are for example Zeiss and Trumpf (both based in Germany). These partners probably duplicate a significant amount of knowledge necessary to build EUV machines, considering that their components were developed in tight partnership with ASML.
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