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Dollar for dollar, fab is not as labor intensive as many other forms of manufacturing. Even if it were, the occasional loss of product due to infrastructure pro
by totalZero 6y ago
Dollar for dollar, fab is not as labor intensive as many other forms of manufacturing. Even if it were, the occasional loss of product due to infrastructure problems in underdeveloped areas would offset labor cost. It makes sense to locate in one area where you can count on reliable infrastructure and negotiate good rates due to your massive scale.
Fabs use a lot of water and electricity. Samsung announced that it was considering a new investment in Austin, then the Texas storms hit. A few days later, Samsung announced that it was considering a new investment in Austin or somewhere else.
Intel already operates several fabs in the US and other first world countries so I don't know what onshore would mean in this context, but Gelsinger has made it pretty clear that he believes our best bet is to make chips at American fabs run by American companies. So I guess that is a yes.