Upcoming Intel US Fab Will Be a Small City, to Cost $60 to $120 Billion

[Ryzen_renoir]

Intel has revealed some additional details about its upcoming brand-new fab complex in the U.S. Patrick Gelsinger, chief executive of Intel, said that the new fab campus will cost between $60 billion and $120 billion, will include multiple modules capable of processing wafers using Intel’s advanced process technologies, and chip packaging facilities. In addition, the company aims to build it adjacent to a university to simplify the hiring of new personnel. 

As part of its IDM 2.0 strategy, Intel is set to decide on the exact location of its next major semiconductor manufacturing hub in the U.S by the end of this year. The fab will include between six and eight modules that will produce chips using the company’s leading-edge fabrication processes, will be able to package chips using Intel’s proprietary techniques like EMIB and Foveros, and will also run a dedicated power plant, Pat Gelsinger said in an interview with the Washington Post.  

Each semiconductor fabrication module will cost between $10 billion and $15 billion, so Intel’s investments into the hub over the next decade could be as ‘low’ as $60 billion and could top $120 billion.

“We are looking broadly across the U.S.,” Gelsinger told the Washington Post. “This would be a very large site, so six to eight fab modules, and at each of those fab modules, between 10- and $15 billion. 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.”

At this point, Intel does not disclose which nodes the first module of the fab will support. Yet, since it will start operations sometime in 2024 at the earliest, the new facility will probably produce chips using the Intel 4 and the Intel 3 manufacturing technologies. Eventually, the fab complex will adopt more advanced fabrication technologies. The production capacity of the upcoming fab is unknown, so is its location. Intel needs to build its next manufacturing in a location with well-developed infrastructure, adequate supply of water and energy. Also, the company plans to build it near big cities with universities in a bid to higher qualified personnel. 

“We're engaging with a number of states across the United States today who are giving us proposals for site locations, energy, water, environmentals, near universities, skill capacity, and I expect to make an announcement about that location before the end of this year,” Gelsinger said.

Earlier this year, Intel outlined plans to spend $20 billion on advancing its manufacturing operations in Arizona. In addition, the company will announce a location for its brand new fab hub, such as those the company has in Arizona and Oregon.

[futureofandhra]

india is gone case  in semi conductor stuff

more than billion public

no use

[Ryzen_renoir]

4 minutes ago, futureofandhra said:

india is gone case  in semi conductor stuff

more than billion public

no use

First build toilets in schools before even thinking about such stuff . 

Even Europe is far behind in this field

[futureofandhra]

1 minute ago, Ryzen_renoir said:

First build toilets in schools before even thinking about such stuff . 

Even Europe is far behind in this field

lol

Germany got good semicon tecchnology lol

jobs creation tech advance ki toilets link enti

[Ryzen_renoir]

Just now, futureofandhra said:

lol

Germany got good semicon tecchnology lol

jobs creation tech advance ki toilets link enti

The fabs in Germany are older legacy processes used for low tech purposes . 

Besides their domestic capabilities are extremely low , the only advanced semiconductor industry in Germany is Zeiss which produces hardware for EUV machines 

They are behind even china let alone us , taiwan

[futureofandhra]

3 minutes ago, Ryzen_renoir said:

The fabs in Germany are older legacy processes used for low tech purposes . 

Besides their domestic capabilities are extremely low , the only advanced semiconductor industry in Germany is Zeiss which produces hardware for EUV machines 

They are behind even china let alone us , taiwan

even intel got good base in germany n germany   doing good research too not like nothing

china taiwan japan are a head ofcourse 

[Telugodura456]

18 minutes ago, futureofandhra said:

india is gone case  in semi conductor stuff

more than billion public

no use

india is alway gone case in everything. Hope atleast telugu people can escape this ship.

[Captain_nd_Coke]

Next ee city lo housing prices lepi dobbutaro aite

[Ryzen_renoir]

9 minutes ago, Captain_nd_Coke said:

Next ee city lo housing prices lepi dobbutaro aite

The rents will go through the roof once it comes up . they are currently scouting for whichever city offers them a sweet deal .

 

[Hitman]

23 minutes ago, futureofandhra said:

even intel got good base in germany n germany   doing good research too not like nothing

china taiwan japan are a head ofcourse 

INTC ఫ్యూచర్ ఏమిటి bros? Trading at very low compare to its peers. 

[Ryzen_renoir]

6 minutes ago, Hitman said:

INTC ఫ్యూచర్ ఏమిటి bros? Trading at very low compare to its peers. 

The new CEO is fantastic guy and making all the right noises but the company culture is still very backwards 

They have failed to improve their process for the last seven years while competitors are surging ahead . Even samsung has better fabs than intel now.

Right now their price seems justified because they got considerable competition in all fields . ARM is threatening their dominant server market , TSMC and samsung are threatening their fab business. 

They will need to have breakthrough over breakthrough to achive growth in the market. 

Short term intel looks good because of chip scarcity , medium term looks terrible because competitors offer superior products , long term is only good if they can achieve their targets year after year for 3,4 years

TLDR: not an attractive stock  unless they get huge subsidies from US govt

[Hitman]

1 minute ago, Ryzen_renoir said:

The new CEO is fantastic guy and making all the right noises but the company culture is still very backwards 

They have failed to improve their process for the last seven years while competitors are surging ahead . Even samsung has better fabs than intel now.

Right now their price seems justified because they got considerable competition in all fields . ARM is threatening their dominant server market , TSMC and samsung are threatening their fab business. 

They will need to have breakthrough over breakthrough to achive growth in the market. 

Short term intel looks good because of chip scarcity , medium term looks terrible because competitors offer superior products , long term is only good if they can achieve their targets year after year for 3,4 years

TLDR: not an attractive stock  unless they get huge subsidies from US govt

Thank you for good analysys. 

[chaarukesa]

12 minutes ago, Ryzen_renoir said:

The new CEO is fantastic guy and making all the right noises but the company culture is still very backwards 

They have failed to improve their process for the last seven years while competitors are surging ahead . Even samsung has better fabs than intel now.

Right now their price seems justified because they got considerable competition in all fields . ARM is threatening their dominant server market , TSMC and samsung are threatening their fab business. 

They will need to have breakthrough over breakthrough to achive growth in the market. 

Short term intel looks good because of chip scarcity , medium term looks terrible because competitors offer superior products , long term is only good if they can achieve their targets year after year for 3,4 years

TLDR: not an attractive stock  unless they get huge subsidies from US govt

masth seppinav bruh