* Note that there are more than four weeks in an average month, so the maximum capacity of Intel's Fab 52 when fully ramped can be higher than 40,000 WSPM, depending on factors like planned maintenance and unplanned downtime.
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Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom’s Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends.
Gururu I worry about the state of U.S. born and educated engineers being able to see this through as a competitive enterprise. If we stop bringing in foreigners to do our intellectual work are we screwed? Reply
cyrusfox Gururu said: I worry about the state of U.S. born and educated engineers being able to see this through as a competitive enterprise. If we stop bringing in foreigners to do our intellectual work are we screwed? There is no shortage of intellectual capability among U.S.-born and educated engineers, nor among those already in the workforce. The key contribution H‑1B brings, as it’s currently implemented, is wage stagnation and poorer working conditions by creating a quasi‑indentured class of workers whose ability to stay in the U.S. depends on keeping the same job, even if they’re underpaid or abused. Hopefully Intel has truly returned to being an engineering‑first company built on meritocracy, with competitive compensation and fair conditions for all engineers, and not one driven by representative quotas. Reply
TechieTwo "Intel's Fab 52 is bigger and better equipped than TSMC's Arizona facilities…" and they still can't get their act together. Reply
phead128 Yet Intel outsources over 40% of its chips to TSMC ….. Intel can't even master low-NA EUV, giving it high-NA EUV won't make a difference because they are simply incompetent. Reply
acadia11 It’s not a technology problem. Intel has the technology , they are just fine on EUV as well and are the first to High-NA … it’s a process problem and always has been. Intel is built for Intel and they are only now correcting their ability to be a partner foundry. Even having the same ASML machine doesn’t mean you have e the same implementation and can just mix and match a TSMC node with and Intel node … they are only now starting to have TSMC process capability and ability to design appropriately as a partner foundry. They rely on TSMC for some chips because they were late to transition from DUV to EUV learning their lesson they are first in high NA EUV. But will they get the client support and do they have the process capability be a partner will determine if they will succeed. But tech wise they are right there with TSMC and now ahead on high NA. Reply
LordVile But who will use them when they’re so far behind TSMC? Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/intels-fab-52-is-bigger-and-better-equipped-than-tsmcs-arizona-facilities-intels-production-volumes-dwarf-tsmcs-operations-in-the-u-s#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.