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rick merritt
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Re: Ireland
rick merritt   7/30/2013 4:26:35 PM
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Amazing to thin

1) Intel is already gfearing up for 14nm

2) Ireland is seen as a suitable environment given the relatively small size of the fab ecosystem there.

geekmaster
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14nm in Ireland: when and why?
geekmaster   7/30/2013 2:41:23 PM
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Hi Peter!
We are glad you created this blog.  We understand Ireland is at 65nm. To upgrade from 65nm to 14nm is a huge project which will take a while. Maybe it is better to build a new facility. We always assumed that the first facilities for 14nm will be D1X, then Fab 42 and then Ireland. In order to have the needed capacity for 14nm in 2014, they need to begin the upgrade project in 2H13 or latest begin of 2014. The incentives from Ireland must be also huge! Why else would Intel decide to upgrade such old 65nm facilities to 14nm (they have better candidates)?  

 

Thomas.Moriarty_#1
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Re: Ireland
Thomas.Moriarty_#1   7/30/2013 11:30:02 AM
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Hi Janine,

Intel (Leixlip) and Analog Devices (Limerick) are the two big wafer fab operators in Ireland; The Tyndall institute (Cork) run a research fab with lots of interesting process options including optical devices, DNA layers etc.  Seagate have a production fab in Londonderry, Northern Ireland.

Peter Clarke
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Re: Intel Capacity
Peter Clarke   7/29/2013 9:54:41 AM
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Well they are kinda tentatively doing that.

But some people fear that Intel is only doing the foundry work on a temporary basis and will back away again when demand for their own chips comes back up.

KB3001
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Re: Intel Capacity
KB3001   7/29/2013 6:57:43 AM
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"I have also heard tell that Intel's manufacturing capacity utilization is low!!!!"

 

Not surprising given the way they are opening their Fabs for 3rd party chip fabrication  (or trying to anyway). The best outcome for everyone would be for Intel to spin out its Fab business as a Foundry.

Peter Clarke
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Re: Intel Capacity
Peter Clarke   7/29/2013 5:00:31 AM
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Of course Intel was never completely open about which of its three declared 14-nm fabs would be brought up when. 

Certainly no public statements were made with regard to the timetable at Fab 24 in Ireland, although it did seem odd that staff started training in 2012 if they don't need that training until 2014.

I have also heard tell that Intel's manufacturing capacity utilization is low!!!!

 

 

p_g
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fab ??
p_g   7/27/2013 7:17:13 PM
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Intel certainly has the best Fab, but maintaining Fab is very expensive afair. If they are not able to fill in capacity then it will reduce the investemnt as well which will certainly put Intel at great risk. I know there has been talks about Apple shring Intel Fab, not sure where they are in talks. I wont bet on PC or ultra book market, mostly because now ultr book is torn between Android/IOs and windows 8 where windows8 is not doing too great. Ultrabook with Android/IOS is same as tablets. So not very confident about ultrbook yet.

p_g
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fab ??
p_g   7/27/2013 7:17:11 PM
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Intel certainly has the best Fab, but maintaining Fab is very expensive afair. If they are not able to fill in capacity then it will reduce the investemnt as well which will certainly put Intel at great risk. I know there has been talks about Apple shring Intel Fab, not sure where they are in talks. I wont bet on PC or ultra book market, mostly because now ultr book is torn between Android/IOs and windows 8 where windows8 is not doing too great. Ultrabook with Android/IOS is same as tablets. So not very confident about ultrbook yet.

resistion
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CEO
10 nm in Israel?
resistion   7/27/2013 5:28:08 AM
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Earlier this year Intel Israel (site of Fab 28) was trying to get the 10 nm win. Whether they got it, maybe we'll know soon.

mcgrathdylan
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Re: Intel Capacity
mcgrathdylan   7/26/2013 3:04:21 PM
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Jim- Great points as always. I recall there was some extrapolation from Intel's most recent quarterly report that capacity utilization was on the slide. As you say, Intel is kind of caught in between slowing PC sales and lack of success in the smartphone and tablet category. I know Intel is hoping that Ultrabooks will reinvigorate the PC space. But that's something we shall have to see about.

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