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How can you be sure that it’s Intel and not other players or a consortium?
by tim_sw 5y ago
How can you be sure that it’s Intel and not other players or a consortium?
- wmf 5y agoIf you want a "truly American" company (not TSMC or Samsung), Intel is the only option. The question is whether that's important or not.
- dragontamer 5y agoIBM is made at GloFo, which is both an American chip designer with an American fabricator. But GloFo is falling behind for sure. I don't think POWER10 will be made at GloFo.
- RC_ITR 5y agoBoy do I have news for you: https://www.mubadala.com/en/what-we-do/semiconductors/globalfoundries#:~:text=GlobalFoundries-,GlobalFoundries,%2C%20100%25%20owned%20by%20Mubadala.&text=GlobalFoundries%20delivers%20differentiated%20feature%2Drich,for%20high%2Dgrowth%20market%20segments https://www.mubadala.com/en/what-we-do/semiconductors/global....
- dragontamer 5y ago> It operates five manufacturing sites in Burlington, Vermont, East Fishkill, New York, Malta, New York, as well as in Dresden, Germany and Singapore, allowing the company to serve a growing portfolio of more than 250 global customers, including many of the world’s largest semiconductor companies. That's a lot of USA-locations. I'm not sure what your point is exactly?
- BeetleB 5y agoTSMC will have US locations, too - no one will count it as American. This isn't about jobs, but control. GloFo can pull out/dismantle/sell any time.
- dragontamer 5y agoWill have =/= currently has. The American manufacturers are not just Intel and Glofo, but also Micron and TI and a few others. TSMC and Samsung will get some (iirc Samsung is currently making chips in Texas actually, but that's relatively recent)
- tooltalk 5y ago>> (iirc Samsung is currently making chips in Texas actually, but that's relatively recent) Samsung has been making chips in Austin, TX since late 1990's and by mid-90's the company was making most of Apple's APs there -- remember when Tim Apple defended its China outsourcing practices by pointing out that "the engines" of their portable devices were in fact made in the US in a rare CBS interview in early 2010? Apple quickly switched to TSMC in Taiwan after that. It seems like Samsung in turn turned their Austin production to mostly memory production lines (and some logic chips for Tesla) after Apple left for China/Taiwan.
- lumost 5y agoGloFo spun out of AMD years ago, it's an American company.
- BeetleB 5y agoYou may want to go up the thread and read the comments and correct this misconception.
- dragontamer 5y agoPeople who care about 'American chips' aren't distrustful of Taiwan or South Korea. In fact, they are really good allies to us. What we are worried about is China's increasingly large Navy, their raw ambition, and the weakening of the US Navy (due to budget cuts planned out decades ago). China may decide to attack Taiwan, which would cause Taiwan to lose chip production, which would hamper the US. TSMC making a backup fab in the USA would be beneficial to both Taiwan and the USA. If Taiwan gets attacked, they can still supply chips. It's about physical security afforded by the US mainland. It's a lot harder for China to attack Arizona than it is to attack Taiwan.
- colinmhayes 5y agoIntel is trying to buy gf
- nicoburns 5y agoPersonally, I really hope we keep all 3 of these companies (and maybe gain a 4th competitor in the form of SMIC) for as long as possible. Having a variety of companies producing chips is important both for competition and supply chain resilience reasons.