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JanineLove
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Ireland
JanineLove   7/26/2013 10:37:24 AM
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I haven't been following the semiconductor industry in Ireland as much as I'd like. Any updates on the market there? Whose still manufacturing in Ireland?

JimMcGregor
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Re: Intel Capacity
JimMcGregor   7/26/2013 2:44:45 PM
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Peter, you do need to read beween the lines on the Intel fab capacity situation. Intel delayed outfitting fab 42 and even diverted some of the equipment for that fab to D1X. At this point, it looks like plans for many fab upgrades are in question. Intel is in a diffucult situation: PC shipments are decreasing, success in mobile has been fleeting, and ramping foundry services will take time and likely dedicated fabs/capacity. The bright spot is servers, but the server demand does not have the high volume of PCs or mobile devices.

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.

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.

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.

p_g
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Rookie
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.

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!!!!

 

 

KB3001
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CEO
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 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.

Thomas.Moriarty_#1
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Rookie
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.

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