News German State Media Reports Intel Will Open Mega Fab in Magdeburg

[Admin]

Magdeburg is Saxony-Anhalt's state capital and attracted Intel with its commercial areas and university IT talent. This leaked info should be taken with a pinch of salt until Intel's official statement a week on Friday.

German State Media Reports Intel Will Open Mega Fab in Magdeburg : Read more

 

[watzupken]

To be honest, I feel very nervous for Intel after reading their hyper ambitious fab expansion plans. There are supply constraints from fab at this point, but I feel the issue is not purely fab related, since there are issues with raw material supplies and manpower shortage as well. In addition, will the demand continue to be red hot? For all you know, there is a chance that Intel is one day going to have idle fabs that will cost them dearly each year.

 

[TerryLaze]

These are not going to be FABs for internal use but rather for their IDM 2.0 strategy, they will be making arm, risc-v, x86, whatever people want from them.
With only tsmc samsung and glofo supplying for the whole world, and being backed up all the time, there should be plenty of customers lining up.
The world isn't going to go backwards, everything comes with a computer these days from cars to fridges, and that's not going to change.
Also most of the shortages where due to the car makers buying everything up and these FABs are going to be feeding that industry.

This goes together with intel plans for metaverse where all these computerized appliances will be able to connect to give you better performance.
https://www.intel.com/content/www/us/en/newsroom/opinion/powering-metaverse.html#gs.q4umwl

https://www.intel.com/content/www/u...-innovation-product-leadership.html#gs.q4v6w8

Building a world-class foundry business, Intel Foundry Services. Intel announced plans to become a major provider of U.S.– and Europe-based foundry capacity to serve the incredible global demand for semiconductor manufacturing. To deliver this vision, Intel is establishing a new standalone business unit, Intel Foundry Services (IFS), led by semiconductor industry veteran Dr. Randhir Thakur, who will report directly to Gelsinger. IFS will be differentiated from other foundry offerings with a combination of leading-edge process technology and packaging, committed capacity in the U.S. and Europe, and a world-class IP portfolio for customers, including x86 cores as well as ARM and RISC-V ecosystem IPs. Gelsinger noted that Intel’s foundry plans have already received strong enthusiasm and statements of support from across the industry.