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The problem is not that Intel sales are down. It's that it's spending a massive amount ($160B) on fabs. Fabs are expensive, and much more so if in the US than
by insane_dreamer 2y ago
The problem is not that Intel sales are down. It's that it's spending a massive amount ($160B) on fabs.
Fabs are expensive, and much more so if in the US than in Taiwan. It's costing TSMC $65B to build one on Arizona.
https://finance.yahoo.com/news/intel-spent-over-160-000-114742092.html https://finance.yahoo.com/news/intel-spent-over-160-000-1147...
- 2OEH8eoCRo0 2y agoYes, every company should ditch their fabs it's not profitable. Oh wait...
- scoofy 2y agoThe point is that foreign fabs are a very real multi-national security risk. Even if we decide that friend-shoring is acceptable, the best 'we' (folks in the US or the 'west') can do outside of Intel is Samsung. Depending on TSMC in Taiwan is a disaster waiting to happen, and it also makes a great power conflict there more likely as the asymmetric advantages increase for non-western powers if they were to capture the island. Game-theory would probably suggest that the west should do whatever they can to bring fabrication home, because subsidizing fabs is less expensive than war.
- 2OEH8eoCRo0 2y ago> The point is that foreign fabs are a very real multi-national security risk. Yes, I agree. I was joking that nobody wants the hard work of actually fabricating the chips though.