By: Brett (ggtgp.delete@this.yahoo.com), January 23, 2022 1:03 am
Room: Moderated Discussions
https://youtu.be/PXxH678i0XM
With expansion plans for up to 8 fabs on that plot of land.
I remember getting blowback when I posted Peter Zeihan’s prediction of 6 fabs moving to the US due to government re-shoring policy changes, we are just about there now.
Then there is the issue of what the hell tiny Intel could possibly need 8 fabs for.
Which gets back to my prediction that memory moves onto the processor die. Dram capacitors stopped scaling years ago but transistors keep shrinking.
With expansion plans for up to 8 fabs on that plot of land.
I remember getting blowback when I posted Peter Zeihan’s prediction of 6 fabs moving to the US due to government re-shoring policy changes, we are just about there now.
Then there is the issue of what the hell tiny Intel could possibly need 8 fabs for.
Which gets back to my prediction that memory moves onto the processor die. Dram capacitors stopped scaling years ago but transistors keep shrinking.
| Topic | Posted By | Date |
|---|---|---|
| Intel to build two fabs in Ohio | Brett | 2022/01/23 01:03 AM |
| Intel to build two fabs in Ohio | Michael S | 2022/01/23 02:17 AM |
| How much of that $20B do you think Intel is actually paying? [nt] | me | 2022/01/23 07:51 AM |
| Intel to build two fabs in Ohio | Doug S | 2022/01/23 08:24 AM |
