Economy Intel Corp To Lead DoD US Manufacturing Initiative (+TSMC's American Mega-Factory / Industrial Park)

[Deorum]

Intel IS the national lab for chips, Intel doesn't need the government. The government, indeed America, needs Intel.

Ayyy.

Another win for the future of the industrial tech OG in what has already been a long line of them this year. The biggest reason for this - as noted in other threads - is really due to how it was able to leverage its relationship with capital equipment manufacturer ASML in securing first dibs on the firm's next-generation extreme ultraviolet lithography machines and all but assure Intel regains the bleeding edge in process technology -- IF it can hit all of its production targets over the next four years. The article's referenced 18A (1.8nm) tech is expected in 2025.

No surprise IBM is directly involved in the project.



This also comes at a time when TSMC is rapidly expanding on its plans to offshore tech assets and move cutting edge production over to the United States in the face of the CCP's increasingly hostile rhetoric towards Taiwan. The US government has been trying to get them to open stateside manufacturing operations for years and they will be fully integrated into the geostrategic and national security fold. TSMC didn't purchase 1,130 acres in North Phoenix to put up a single factory and call it a day. It wouldn't be any stretch to say that 2021 has been the biggest boon for stateside advanced manufacturing in American history.

Fabulous.

CC: @ElKarlo

 

[aries]

Good to hear. And I particularly like that TSMC moving more of its production to the US. I feel like TSMC was unwitting bait that would encourage China to attack them and secure the technology.

 

[TheRealHNIC]

I don't know what any of this is but Im sure it'll be used against the people

 

[Deorum]

Good to hear. And I particularly like that TSMC moving more of its production to the US. I feel like TSMC was unwitting bait that would encourage China to attack them and secure the technology.

100%.

The reason all of the capex is getting thrown down in Arizona is because Phoenix is practically the only location in the US with the existing infrastructure in place to host a massive building spree. Intel planted its flag here as a major manufacturing site in 1980 and in response, Arizona has spent the better part of the last four decades attracting, building and developing arguably the most robust local industry ecosystem, supply chain and talent pipeline in the world.

These concerns would seem legit on the surface, but they are actually pretty laughable in reality. It also has the second most reliable power grid in the country.



https://www.gpec.org/news/arizona-water-position/

Arizona leads the nation with rigorous water conservation efforts, and because of the 1980 Groundwater Management Act, Arizona has the legal and physical infrastructure that maintains a 100-year assured water supply to meet the current and future needs of residents and industry.

* Arizona is currently below 1957 water usage levels with over seven times (7x) the population due to increased conservation methods and the decrease in water used for agriculture.

* Arizona has five times (5x) more water stored than we use and has never mandated municipal or residential restrictions on uses throughout our state’s history.

* On Monday, Aug. 16, 2021, U.S. officials declared the first-ever water shortage from the Colorado River that will cause Arizona to take an 18% cut starting in 2022. This will not impact municipal or residential uses.

Arizona has a multi-faceted portfolio of water supplies with the most advanced program for managing groundwater in the country. Our vast aquifers allow us to access water during times of drought, and we’ve been prepared for decades for shortage declarations.

* It is unfounded to group Arizona in with other Western and Mountain West states when it comes to the shortage along the Colorado River because we’re far less reliant than competitor markets.

* Only 36% of Arizona’s water supply is provided by the Colorado River; Nevada is 100% reliant, its California’s predominant water supply at 60% and makes up 30-40% of Colorado’s.

Arizona has 13.2 million acre-feet of water stored in reservoirs as well as underground, with 7.1 million acre-feet of that total stored in Greater Phoenix. Because of the infrastructure in place, we can pull and replace water as needed, making our water supply more resilient during times of drought.

On average, semiconductor fabs recycle and reuse 75-85% of the water expended during the manufacturing process, with many companies exceeding this mark, and industrial use only accounts for 5% of Arizona’s annual water usage. Data centers reuse currently sits at roughly 30%, but that doesn’t account for the water supplies that are not consumed at the facilities themselves.

Data centers are absolutely necessary to Greater Phoenix’s ability to attract investment from advanced back office and security operation centers, and high-tech, advanced manufacturing and semiconductor companies. Partners such as SRP and the University of Arizona are working together on studies and solutions around data center water use, reuse and alternative cooling processes that will make these facilities more sustainable in the long-term.

 

[Hellowhosthat]

I read that as Incel initially and then was disappointed when I re-read it.

 

[Long Dark Blues]

Arizona is going to be swimming in cash pretty soon.

This is one step in an all-encompassing plan to modernize the government's structure and how it organizes itself, including the workforce.

I read back in April, I think, that a lot of this was laid out last year at a U.S. "cyberspace" symposium or something like that. Basically suggesting government needs to further integrate with the private sector in order to retain technological supremacy and increase cybersecurity.

What came out of that symposium ultimately informed the National Defense Authorization Act of this year.

 

[Deorum]

Arizona is going to be swimming in cash pretty soon.

This is one step in an all-encompassing plan to modernize the government's structure and how it organizes itself, including the workforce.

I read back in April, I think, that a lot of this was laid out last year at a U.S. "cyberspace" symposium or something like that. Basically suggesting government needs to further integrate with the private sector in order to retain technological supremacy and increase cybersecurity.

What came out of that symposium ultimately informed the National Defense Authorization Act of this year.

This is fucking nuts, lmao.





^ shit still knocks. <45>

 

[Deorum]

I read that as Incel initially and then was disappointed when I re-read it.

It would be fitting given the year the DoD has had thus far but thankfully not, and we already have enough of that Incel shit on here as it is -- a very 'suspect' level of investment at that; a concerning level, indeed.

 

[Heisenboom]

Lets hope there are no undisclosed zerodays in the hardware.

 

[Deorum]

I read back in April, I think, that a lot of this was laid out last year at a U.S. "cyberspace" symposium or something like that. Basically suggesting government needs to further integrate with the private sector in order to retain technological supremacy and increase cybersecurity. What came out of that symposium ultimately informed the National Defense Authorization Act of this year.

Heh, remember the "American Foundries" and "Chips For America" bills that floated around Congress in 2020? The US government clearly isn't used to subsidizing the industry, any incentives have always been on a state and local government level which put America at a distinct disadvantage compared to the various direct cash incentives and grants offered up by foreign national governments.

 

[ElKarlo]

Friggin good news. Big construction projects here in the works. Def will benefit wide swaths if the economy. Plus the jobs it’ll create will bring a lot to the areas they are built in. Plus the USA gets electronic parts made outside of China. Hopefully supply chain wise this makes it so less is built in China and more in the USA

 

[rob mafia]

Another win for the future of the industrial tech OG in what has already been a long line of them this year. The biggest reason for this - as noted in other threads - is really due to how it was able to leverage its relationship with capital equipment manufacturer ASML in securing first dibs on the firm's next-generation extreme ultraviolet lithography machines and all but assure Intel regains the bleeding edge in process technology -- IF it can hit all of its production targets over the next four years. The article's referenced 18A (1.8nm) tech is expected in 2025.

this is a bizarre segment to highlight, given that intel's lack of attaining euv machines from asml was one of the obvious reasons why they shat the bed so badly. regardless, that's a big "IF" as of now.

 

[Deorum]

Friggin good news. Big construction projects here in the works. Def will benefit wide swaths if the economy. Plus the jobs it’ll create will bring a lot to the areas they are built in. Plus the USA gets electronic parts made outside of China. Hopefully supply chain wise this makes it so less is built in China and more in the USA.

*rubs hands together*

This is of huge personal, financial gain tbh. I haven't gotten the blueprints yet for TSMC's expansion but they are almost certainly building at least six fabs on that (massive) site, in addition to an R&D center, water treatment facility and a couple of obligatory commercial office buildings. It dwarfs the Intel campus in Chandler which is almost obnoxiously enormous and still growing, actually close to being the largest construction site in the fucking country.

 

[Deorum]

Big construction projects here in the works.

This is Big Benny.

 

[dittohead84]

NEC 4eva

 

[Deorum]

TSMC has been banging out new process nodes like fucking clockwork for the last several years, bought up all of ASML's inventory and has been working with the advantage of being a pure play foundry. I have serious doubts Intel can hit all of these production targets, the level of engineering is cutting edge but bringing them to market and volume production is another matter. It's the promise of 20A that tentatively lured Qualcomm to make the switch over to Intel as a contract manufacturer and 18A that the DoD is most interested in.

How It Works: Intel Foundry Services will partner with industry leaders, including IBM, Cadence, Synopsys and others, to support the U.S. government’s needs for designing and manufacturing assured integrated circuits by establishing and demonstrating a semiconductor IP ecosystem to develop and fabricate test chips on Intel 18A, Intel’s most advanced process technology.

Intel recently announced plans to become a major provider of U.S.-based capacity for foundry customers, including an investment of approximately $20 billion to build two new factories in Arizona. These fabs will provide committed capacity for foundry customers and support expanding requirements for Intel products.

Why It’s Important: The U.S. Department of Defense (DOD) has recently sought to diversify its approach to securing advanced microprocessors by leveraging commercially available technologies developed by U.S. companies. Other than Intel, the majority of U.S.-based chip designers are fabless, which means they design and sell integrated circuits that are fabricated by contract manufacturers called foundries.

Today, more than 80 percent of leading-edge manufacturing capacity is concentrated in Asia, leaving the DOD with limited onshore access to foundry technology capable of meeting the country’s long-term needs for secure microelectronics. The RAMP-C program was created to facilitate the use of a commercially viable onshore foundry ecosystem that will ensure DOD access to leading-edge technology, while allowing the defense industrial base to leverage the benefits of high-volume semiconductor manufacturing and design infrastructure of commercial partners like Intel.

 

[12ga.]

Cant beat em join em eh? I'm as left as they come but socialism sucks. There's a reason china cant even make a decent product. It' s all trash. What they have is slaves willing to work for 2 buck an hour and turn out trash you better be careful giving to your dog. Might have poison in it. Wash your china walmart clothes twice before wearing.

I predict intel will fall further behind AMD/TSMC with enabling.

 

[rob mafia]

It's the promise of 20A that tentatively lured Qualcomm to make the switch over to Intel

iirc, qualcomm openly denied this during their conference call (~2 days after intel's PR), so there's an additional grain of salt here.

 

[chardog]

Cant beat em join em eh? I'm as left as they come but socialism sucks. There's a reason china cant even make a decent product. It' s all trash. What they have is slaves willing to work for 2 buck an hour and turn out trash you better be careful giving to your dog. Might have poison in it. Wash your china walmart clothes twice before wearing.

I predict intel will fall further behind AMD/TSMC with enabling.

DJI has been making killer products

 

[GhostZ06]

fuck yes!