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Intel Cancels Fab 42

Analysts weigh in
1/16/2014 11:58 AM EST
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DrFPGA
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Hope we get an update
DrFPGA   1/16/2014 12:23:40 PM
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based on their conference call. Please make sure you post a comment with a summary or maybe a more detailed post on the site.

Thanx!

Some Guy
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If you are surprised, you haven't been paying attention
Some Guy   1/16/2014 2:02:01 PM
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This is really old news. Intel has been telling analysts and the press that it is cutting capital spending for a year now. If this "shocking story" is news to you, you haven't been paying attention. Go look up the stories that EETimes did last March. And again in June.

If this is supposed to be an indicator of more woes in the PC world, it's a year-old lagging indicator. Way to drive through the rear-view mirror, EETimes!

geekmaster
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Change in plan for 14nm fabs? What about Ireland?
geekmaster   1/16/2014 3:35:50 PM
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I understand that they plan now to invest for upgrades in the 3 existing fabs on site (Chandler).  They had plans to upgrade the Ireland fabs which run at much older technologies. Upgrading these fabs to 14nm would be a major investment. It does make sense to us. It is cheaper to upgrade newer fabs which have newer technology nodes. The gap between the 22nm fabs and 14nm is much closer. Some tools of these fabs can be also used for 14nm. So, is Ireland still on the table and if so what is a good timing?  

lister1
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good move by Intel
lister1   1/16/2014 4:02:38 PM
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Smart move by Intel.  Focus on beating your ARM competition before expanding on capital.

resistion
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TSMC 16 nm
resistion   1/16/2014 5:46:07 PM
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Any 16 nm tapeout to TSMC would be quite significant at this point.

daleste
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Re: good move by Intel
daleste   1/16/2014 8:38:58 PM
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This is not a surprise.  Intel has to balance their demand with their capacity.  Building too much capacity causes excessive costs that show up on the bottom line.  Upgrading an existing fab doesn't add as much capacity as bringing another fab on line.  I'm sure they will bring it on line when the time is right.  As for the older fabs, well in my experience, if they can't be upgraded, they will be shut down and sold off.

zewde yeraswork
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Re: good move by Intel
zewde yeraswork   1/17/2014 10:21:02 AM
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Is anyone else not particularly surprised by this move? It seems like Intel is doing what's encessary given the evolution of the market since they began their construction plans--but it's still a pretty signifcant indicator of the direction of that market nonetheless.

zewde yeraswork
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Re: good move by Intel
zewde yeraswork   1/17/2014 10:30:56 AM
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How exactly does this free up Intel to defeat ARM? It seems they are competing as much in their traditional PC space as they are in the lower-power and server segments where ARM is now moving with its 64-bit architecture.

resistion
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Re: good move by Intel
resistion   1/17/2014 11:31:00 AM
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Trouble is, Intel was supposed to beat ARM by rolling out 14 nm before others.

goafrit
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Re: Hope we get an update
goafrit   1/17/2014 11:56:09 AM
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I am happy that Intel has realized that the future is not just about the feature size of transistors but what the processor does. With its fixation on keeping the Moore's law alive, it got blinded and missed opportunities. I care not if the size of the transistor is 14nm if it can deliver excellently on mobile in power consumption. 

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