Economy Intel over the next decade plans to invest 60 to 120 billion on factory space

[PEB]

"
In context: We know that as part of its IDM 2.0 initiative, Intel is aiming to compete with semiconductor manufacturing giants TSMC, Samsung, and other rivals by 2025. To achieve this goal, it is building a mega-fab in the US—and it's going to be big: costing between $60 billion - $120 billion and creating tens of thousands of jobs.
Back in March, CEO Pat Gelsinger's announced that Intel would open up both its current and planned manufacturing capacity to other chipmakers through the launch of Intel Foundry Services (IFS); its first customers will be Snapdragon SoC maker Qualcomm and Amazon. The company is also planning to build a new mega-fab at a yet-to-be-decided location in the US."
Intel says its US mega-fab will be a $120 billion "little city"
"I want to build factories a lot faster than we can today," said CEO Pat Gelsinger
By Rob Thubron August 9, 2021 8

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In context: We know that as part of its IDM 2.0 initiative, Intel is aiming to compete with semiconductor manufacturing giants TSMC, Samsung, and other rivals by 2025. To achieve this goal, it is building a mega-fab in the US—and it's going to be big: costing between $60 billion - $120 billion and creating tens of thousands of jobs.

Back in March, CEO Pat Gelsinger's announced that Intel would open up both its current and planned manufacturing capacity to other chipmakers through the launch of Intel Foundry Services (IFS); its first customers will be Snapdragon SoC maker Qualcomm and Amazon. The company is also planning to build a new mega-fab at a yet-to-be-decided location in the US.

, Gelsinger revealed some specifics of this project. It's going to be a huge site consisting of six to eight fab modules, each costing between $10 billion to $15 billion. That means the final cost of construction will be between $60 billion - $120

"It's a project over the next decade on the order of $100 billion of capital, 10,000 direct jobs. 100,000 jobs are created as a result of those 10,000, by our experience. So, essentially, we want to build a little city," Gelsinger said.

Intel is still looking at several sites across a number of states as potential mega-fab locations. Not only must it consider energy, water, and environmental factors, but it also wants the project to be near a university to attract skilled staff.

There were some details Gelsinger didn't reveal, including which nodes the initial module of the mega-fab will support. Given that operations are expected to start in 2024, we can expect Intel 4 (previously referred to as 7nm) and Intel 3 (7+) before moving onto its more advanced 20A process—the company's first to use its "RibbonFET" version of Gate-All-Around (GAA) transistors.


https://www.google.com/amp/s/www.te...ntel-us-mega-fab-120-billion-little-city.html

 

[forum poster]

Nice

 

[HARRISON_3]

The final frontier is fake and gay.

 

[Neph]

A necessary investment for when China annexes Taiwain.

 

[PEB]

Nice

I don't know if they are funding this themselves or with others. They also detailed their plans to go below 3nm form factor. They also claimed their new chips are not 10nm but 7nm form factor.

 

[PEB]

Oh fun fact my area where I used to work Pat became the VP of that area in EMC. He was in charge of the virtualization software group. He then got appointed to being President an CEO of VMWARE an took it from a 8 billion market value to 70 billion.

He's a competitive as you can get showed up for work a 5 am ran marathons an was in the gym all the time. I followed up on him because some friends of mine still worked in the area. He was a VP at Intel before he got hired by EMC.

 

[mjfan23]

So we should buy intel stocks and all real estate in university towns that match the environmental criteria?

 

[panem-et-circenses]

Somewhere near Morgantown

 

[Deorum]

And even sooner than I expected. I really don't feel like typing all the shit I wrote over the last few days out again, so to recap:

People were already pretty stupid to write off the OG to begin with, and in a few short years they're going to really feel it. By 2025 it will have put AMD to sleep, retaken the lead in process technology from TSMC and become a leading global foundry in addition to the in-house production of its own chips. Gelsinger is a gunslinger making Boss moves with acquisitions, capital expenditures, clientele contracts, manufacturing road maps, leveraging industry investments and relationships plus quantum computing R&D to boot.

Intel will be the foundry manufacturing Qualcomm's most advanced chips in 2024. That isn't a prediction, it's a done deal. They've also already got the business of Amazon Web Services locked up. This is in part because Intel has a tangible stake in the capital equipment manufacturer ASML, and will be the very first in line for its High-NA extreme lithography machines before TSMC and Samsung can get their hands on them. It's hilarious how less than six months ago, the speculation was that they may actually give up and go fabless only for them to turn around and triple down on manufacturing. US Manufacturing.

If the CCP we're to invade Taiwan and/or TSMC fabs went offline or became inoperable, it wouldn't just be devastating for the semiconductor industry or technology sector, it would upend markets and supply chains the entire world over with disastrous ripple effects and impact on the global economy at large. With that said, the proprietary know-how is still of far greater significance because it isn't so much the infrastructure or fabrication plants themselves that are of the greatest value, but the capital equipment assembled and tuned within them. The IP for and production of that machinery is exclusively within the grip of five firms based in the US, Netherlands, and Japan.

As important of a hub TSMC is for producing the core tech that makes the modern world run, it is entirely dependent on those inputs to advance manufacturing and process technology. It also does not engineer any microchips itself, but takes and produces the designs of a US corporation client base. At this juncture, the biggest obstacle for why the CCP can't mount a national semiconductor industry of its own is because it has been choked off from access to the materials, machinery, equipment, software and services required to raise one.

For it's part, Intel is neither a foundry like TSMC nor is it a TSMC customer. It both engineers and manufactures its own chips with complete end-to-end control over production that is overwhelming based within the United States. They build American plants at a incredibly consistent if not constant rate (see below). The big development over the last six months and what I was referring to is that it has decided to expand into the industry segment of what TSMC does by manufacturing the chip designs of other companies with it's own foundry services arm. It can be presumed this will also come with a lot of US government backing - something it has never been dependent on - based on what a successful operation would do to rebalance if not shift the global supply chain back in towards America.

The aggressive demeanor of the CCP towards its regional neighbors and Taiwan in particular over the last few years also now has them looking to offshore tech assets and cutting edge production into the United States themselves.





TSMC accounts for over half of foundry output and sales but not wafer capacity on the whole. It's actually Samsung who holds the number one spot, because they also produce their own chips and have majority market share of the memory chip segment (especially DRAM) in addition to a foundry business and client base. The top six account for nearly 60% of global wafer capacity.

Of course, production capacity is also a very different thing from revenue. Intel remains dominant on that front with $73.8 billion in sales last year -- their bread-and-butter microprocessors for computers and data centers is an absolute cash cow, and they still hold something outrageous like 95+% market share in both segments; around 95% of the world's supercomputers also run on Intel chips.

 

[PEB]

Just pointing out that Pat like a 180 degree shift for Intel. I don't know but the previous CEO seemed more interested in playing it safe then spending on research an factories. Pat comes from more engineering background then the previous CEO. Somewhat risky but Pat obviously decided to make this major move.

 

[Neph]

Also more chips and my GPU might be cheaper in the future. Goddamn they are expensive right now

 

[Deorum]

Just pointing out that Pat like a 180 degree shift for Intel. I don't know but the previous CEO seemed more interested in playing it safe then spending on research an factories. Pat comes from more engineering background then the previous CEO. Somewhat risky but Pat obviously decided to make this major move.

Pat Gunslinger is a fucking BOSS. Period.

http://newsroom.intel.com/news-rele...ech-industry-leader-pat-gelsinger-as-new-ceo/

SANTA CLARA – Intel announced that its board of directors has appointed 40-year technology industry leader Pat Gelsinger as its new chief executive officer, effective Feb. 15, 2021. Gelsinger will also join the Intel board of directors upon assuming the role. He will succeed Bob Swan, who will remain CEO until Feb. 15.

Most recently, Gelsinger served as the CEO of VMware since 2012, where he significantly transformed the company into a recognized global leader in cloud infrastructure, enterprise mobility and cyber security, almost tripling the company’s annual revenues.

Prior to joining VMware, Gelsinger was President and CEO of EMC Information Infrastructure Products at EMC, overseeing engineering and operations for information storage, data computing, backup and recovery, RSA security and enterprise solutions.

Before joining EMC, he spent 30 years at Intel, becoming the company’s first chief technology officer and driving the creation of key industry technologies such as USB and Wi-Fi. He was the architect of the original 80486 processor, led 14 different microprocessor programs and played key roles in the Core and Xeon families.

 

[PEB]

Pat Gunslinger is a fucking BOSS. Period.

http://newsroom.intel.com/news-rele...ech-industry-leader-pat-gelsinger-as-new-ceo/

SANTA CLARA – Intel announced that its board of directors has appointed 40-year technology industry leader Pat Gelsinger as its new chief executive officer, effective Feb. 15, 2021. Gelsinger will also join the Intel board of directors upon assuming the role. He will succeed Bob Swan, who will remain CEO until Feb. 15.

Most recently, Gelsinger served as the CEO of VMware since 2012, where he significantly transformed the company into a recognized global leader in cloud infrastructure, enterprise mobility and cyber security, almost tripling the company’s annual revenues.

Prior to joining VMware, Gelsinger was President and CEO of EMC Information Infrastructure Products at EMC, overseeing engineering and operations for information storage, data computing, backup and recovery, RSA security and enterprise solutions.

Before joining EMC, he spent 30 years at Intel, becoming the company’s first chief technology officer and driving the creation of key industry technologies such as USB and Wi-Fi. He was the architect of the original 80486 processor, led 14 different microprocessor programs and played key roles in the Core and Xeon families.

Love this one.
"Pat Gunslinger"

He resembled Moshe Yanai at EMC he was the head of hardware engineering. He loved hiring athletic engineers people who were engineers but came from athletic backgrounds too.

They built a state of the art gym that included an indoor swimming pool an staffed gym. When they hired a new CEO Moshe left the company an the new CEO moved his group in the building where the indoor pool was located. It was like was rubbing it in Moshe face. Moshe went on an founded 2 billion dollar companies.

 

[Deorum]

Love this one. "Pat Gunslinger"

These are moves of the biggest cawk and balls variety. The only question is if they can actually start hitting the node production targets on their new manufacturing road map. Me thinks it's gonna be lights out on the industry and a good chunk of China's industrial tech ambitions along with it. In any case, we can expect further (major) advances here too.

Quantum Computing: Intel's cryogenic chip shows it can control qubits even in a deep freeze

Intel's quantum computing efforts are starting to show tangible results: two years after the company first unveiled its Horse Ridge cryogenic control chip, researchers have demonstrated that the technology is delivering on its original promise, and paving the way for quantum computers to become more practical.

They published a paper on it in (one of) the world's leading scientific journal.

https://www.nature.com/articles/s41586-021-03469-4

The most promising quantum algorithms require quantum processors that host millions of quantum bits when targeting practical applications. A key challenge towards large-scale quantum computation is the interconnect complexity. In current solid-state qubit implementations, an important interconnect bottleneck appears between the quantum chip in a dilution refrigerator and the room-temperature electronics.

Advanced lithography supports the fabrication of both control electronics and qubits in silicon using technology compatible with complementary metal oxide semiconductors (CMOS). When the electronics are designed to operate at cryogenic temperatures, they can ultimately be integrated with the qubits on the same die or package, overcoming the ‘wiring bottleneck'.

Here we report a cryogenic CMOS control chip operating at 3 kelvin, which outputs tailored microwave bursts to drive silicon quantum bits cooled to 20 millikelvin. We first benchmark the control chip and find an electrical performance consistent with qubit operations of 99.99 percent fidelity, assuming ideal qubits. Next, we use it to coherently control actual qubits encoded in the spin of single electrons confined in silicon quantum dots and find that the cryogenic control chip achieves the same fidelity as commercial instruments at room temperature.

Furthermore, we demonstrate the capabilities of the control chip by programming a number of benchmarking protocols, as well as the Deutsch–Josza algorithm. These results open up the way towards a fully integrated, scalable silicon-based quantum computer.

 

[Pride23]

I don't follow the semi conductor business in depth but that seems like an exorbitant amount of money to spend on factories. Car factories are being built for a fraction is shocking to me.

 

[Satan's Daddy.]

Waste of money to create thousands of jobs, most of it will go to shady endeavors but the general public will have no idea about it per usual.

 

[Deorum]

I don't follow the semi conductor business in depth but that seems like an exorbitant amount of money to spend on factories. Car factories are being built for a fraction is shocking to me.

They are the brains of all modern electronics and backbone of the digital economy that enable advances in everything from aerospace, computing, communications and defense to energy, health care, medical devices and transportation, in addition to next generation artificial intelligence, quantum computing and wireless networks.

They are the most capital intensive and technologically complex products to manufacture on the entire planet. It costs billions of dollars to build, equip, assemble and tune a single factory; a single EUV lithography machine runs as much as $140 million a pop. It takes three months and 700 processing steps to produce a modern computer chip.

You mentioned the auto industry...

 

[jefferz]

Intel may be able to build the fabs, but will they be able to get the raw minerals required for these chips?
China has been going around making allies with countries that have these materials. Why do you think the Taliban was in China not long ago?

 

[Topguntrophey]

A necessary investment for when China annexes Taiwain.

Taiwan is not real. Apologize immediately on all forms of your social media.

 

[MicroBrew]

Good to hear an American company hardware manufacturer is building here.