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Daily Authority: 🔨 Intel's $20B for new fabs

Intel's Ohio move, Galaxy S22 series pricing, plus more tech news you need to know today!
By
January 24, 2022
Intel Expansion Ohio 2 1
A rendering shows early plans for two new leading-edge Intel processor factories in Licking County, Ohio. Announced on Jan. 21, 2022, the $20 billion project spans nearly 1,000 acres and is the largest single private-sector investment in Ohio history. Construction is expected to begin in late 2022, with production coming online at the end of 2025. (Credit: Intel Corporation)

🎂 Good morning! Another lap around the sun for me!

Intel’s $20B bet

intel stock logo 1
Andy Walker / Android Authority

On Friday, Intel announced (with President Biden and Ohio governor Mike DeWine in attendance) that it would unload $20B (and up to $100B) to build the “largest silicon manufacturing location on the planet” in Ohio in the US, on a 1,000-acre location with two “leading-edge fabs,” with space for up to eight in total, becoming operational by 2025.

  • Intel CEO Pat Gelsinger said the company expects the new “Silicon Heartland” site to become “the largest silicon manufacturing location on the planet.”
  • It’ll be Intel’s first new US manufacturing site location in 40 years, and the first outside the West Coast.
  • That adds risks of midwest snow and ridiculously costly power outages, but building a new site will, in theory, see lots of risk mitigation, and Ohio suffers less from the water shortfalls of Arizona.
  • But Intel is prying open the wallets of governments, too, hinting at spending more if more tax breaks come their way.
  • For those craving technical details, it’s a little slim. Intel didn’t exactly say what process node it’ll be cranking out wafers with by 2024, just putting out that it will be using the “industry’s most advanced transistor technologies.”
  • When aligned with Intel’s current roadmap, you get the “18A” process, four generations newer than Intel’s current node.
  • Gelsinger also hinted at a “2nm and below” process.
  • I saw one suggestion that this timeline aligns with ASML’s high-NA EUV machines. ASML, of course, makes the machines that make chips.
  • I also saw commentators worried this was a Foxconn 2.0 situation, but it looks wildly different to that oddity.

Meanwhile, Intel isn’t alone in spending money to make money. TSMC is forecasting a $100B spend over three years to keep up with demand.

More: Here’s how Ohio won a bid by Intel to build the world’s largest chip factory (The Columbus Dispatch).

Roundup:

Monday Meme

Wordle memes continues to delight me:

wordle meme 1

Cheers – off to get some cake!

Tristan Rayner, Senior Editor