3 ms·

> They've moved up so many process nodes so quickly and have made some earnest headway in being an actual fab. I'd buy this if they'd actually built a fab, but

> They've moved up so many process nodes so quickly and have made some earnest headway in being an actual fab. I'd buy this if they'd actually built a fab, but right now this seems too-little, too-late for a producer's economy. The rest frankly doesn't matter much. Intel processors are only notable in small sections of the market. And frankly—as counter-intuitive as this may seem to such an investor-bullish forum—the death knell was the government chip subsidy. I simply can't imagine american government and private enterprise collaborating to produce anything useful in 2024, especially when the federal government has shown such a deep disinterest in holding the private economy culpable to any kind of commitment. Why would intel bother?

tgtweak 3y ago
Licking County (next-gen, post-18A) has already broken ground and is in assembly, Magdeburg and Ireland (18A) also well underway and in production. Arizona's 20A facility (Fab 52 and Fab 62) have been done for half a year and are already in tape out. Not sure what is up for debate here, you can't really hide a $5BN infrastructure project from the public. I think it's safe to say that 80BN+ in subsidies are already well in the process of being deployed. Intel, along with Samsung and TSMC, are heavily subsidized and have been so for a very long time. Any government with modest intelligence understands the gravity of having microchip manufacturing secured.