REGISTER | LOGIN
Breaking News
News & Analysis

Intel to Spend $7 Billion on Arizona Fab

Analysts speculate Fab 42 for EUV installation
2/8/2017 06:08 PM EST
10 comments
Page 1 / 2 Next >
More Related Links
View Comments: Newest First | Oldest First | Threaded View
Gil Russell
User Rank
Author
Quick Study on Bayes Rule vs. Expert Opinion...,
Gil Russell   2/9/2017 5:17:37 PM
NO RATINGS
Intel recently announced the availability of EMIB (Embedded Multi-die Interconnect Bridge) Foundry Technology. Their paper at ISSCC described using the Stratix X to link the FPGA with four external transceivers. The resulting BGA competes with TMSC's CoWoS process deveoped by TSMC and is used by rival FPGA vendor Xilinx and Nvidia.

Further, Intel's announcement today of the Xeon Phi E7-8800 v4 indicates that these items may be connected in an effort to aggregate the company's Xeon class servers into the HPC computing realm. All that is left is for them to annouce the Xeon Silicon Photonic Interconnect (just barely kidding here).

There has been previously unannounced activity at Fab42 indicating that there is more to the announcement than just political overtones...,

realjjj
User Rank
CEO
Re: Purely political
realjjj   2/9/2017 2:35:11 PM
NO RATINGS
Intel had a big investors presentation today and they need to get creative to induce a positive mood.

geekmaster
User Rank
Author
Re: Purely political
geekmaster   2/9/2017 1:58:32 PM
NO RATINGS
I really wonder why it should take 3 to 4 years to complete? It should take not more than a year to start production from a shell.  Intel did not say when they start physical work on fab 42. This could be anytime in the future. The whole project milestones does not make sense.



OldSchoolPatriot
User Rank
Rookie
So sad
OldSchoolPatriot   2/9/2017 12:32:48 PM
NO RATINGS
I don't know which is sadder: another case of Trump appearing to take credit for something he had nothing to do with, or another case of a slimy CEO currying favor by giving him an undeserved opportunity to do so.  Or maybe the number of people who'll be fooled by this charade.

DeeJee0
User Rank
Author
Re: Purely political
DeeJee0   2/9/2017 10:50:28 AM
NO RATINGS
"Intel sure has a projection for an higher wafer output in future, don't ask me why." As Moores Law is running out of steam, manufacturing nodes live longer and longer. It already happend with both a difficult slow start and an extended life for 14 nm at Intel. The extensions of 14 nm is because 10 nm proves even harder and/or more expensive. That 7 nm node may have quite a long life as the most advanced node.

Under such conditions, fab + equipment + research can be written off over many more years. I have no real insight into the relation between upfront costs and additional per wafer cost but cost per area could come down quite a lot after initial write-off of fab, equipment and research. That may open the area of "chip cost based on area plus a margin" over "property tech with huge margins". Think solar panel like production where you pay the end product per square meter. Low power neural net processors would benefit hugely from per-area pricing.

Gondalf
User Rank
Author
Re: Purely political
Gondalf   2/9/2017 6:37:38 AM
NO RATINGS
Fully agreed 10nm will be deployed in Fab 28 first, Fab32 later and D1X mod 1-2 in a mix with 14nm because here they have empty clean room. So this is the next node for upcoming 3/4 years. Still i don't know if "expand" where they need is so great. Expand means stop the production in the chosen clean room. Fab 28 was offline more than two years to be ready with the 10nm node.

TSMC does one or two relatively little new modules every new node, to not stop the production in others clean rooms.

They have an idle $1.5/2B empty clean room, why not to equip it?? the tools costs billions and billions, who cares in which factory they are up??? this is irrelevant.

Intel sure has a projection for an higher wafer output in future, don't ask me why. 

resistion
User Rank
Author
Re: Purely political
resistion   2/9/2017 4:40:38 AM
NO RATINGS
Just saying, there are other considerations besides where to put the EUV tools. With 3-4 years they can expand gradually where they need. But the original reason 42 was stopped was not enough business. In 3-4 years 10nm foundry might be their best bet.

Gondalf
User Rank
Author
Re: Purely political
Gondalf   2/9/2017 4:22:54 AM
NO RATINGS
I am not surprised from this Intel announcement. They need of an untouched clean room to fully equip it with an EUV line. In my knowledge EUV scanners are pretty big, they are over multiple stories so i don't know if retool an old Fab is a good idea after all.

Fab 42 is the only full volume production building that allow this, the building is pretty tall for Intel standards, likely it was thinked from the beginning for EUV and 450mm too.

Intel know that this is a bet and they say 3/4 years just to stay safe, still they have informations from ASML that we don't have, so they believe to be lucky.

All industry believe to be lucky :) 

resistion
User Rank
Author
Purely political
resistion   2/9/2017 3:38:01 AM
NO RATINGS
None of the analysts got it right. The spokesman said basically it was a political maneuver.

"we wanted to show our support for the new administration to push pro-business, pro-investment agenda"

Technology-wise, for 7nm they would be planning whether to use III-V materials for example. Otherwise, to keep things simple, this fab can be 10nm but more like a foundry than for Intel-specific processors.

jsb344
User Rank
Rookie
Crony capitalism at its finest?
jsb344   2/9/2017 1:58:43 AM
NO RATINGS
I find it unsettling that BK announced this from the Oval Office. Under Trump this kind of thing receives a lot of attention, whether it be for hiring or firing. Sure, it'll create 10k jobs in 3-4 years, but this is a company that laid off 12k in the last year alone. IIRC, BK tried to get into Trump's pants ealier in the election cycle with a private fundraiser, which was promptly canceled due to public backlash, and now this?

Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed