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ubm112211
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Re: how about a 300mm fab in canada, mexico or TX. what you think would happen?
ubm112211   1/10/2018 8:52:09 PM
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the simple math is an average MT in china cost 500$ per month. how much does is cost in TX? what investors would do ?

photonic
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how about a 300mm fab in canada, mexico or TX. what you think would happen?
photonic   1/10/2018 7:22:52 PM
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I think what would happen is that there would be a fab in canada, mexico or TX :-). My concern is can Intel run a fab by itself anymore? Does Intel have the management ability and does Intel employ enough manufacturing talent to run a fab with it's own employees?

ubm112211
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Re: ...
ubm112211   1/10/2018 6:43:40 PM
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how about a 300mm fab in canada, mexico or TX. what you think would happen?

photonic
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...
photonic   1/10/2018 2:15:14 PM
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How does Intel rationalize its 300-mm fab in Dalian, China? I think the answer is that it can find the labor pool of engineers and expertise in China and not the US. Correct?  

ubm112211
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Re: ...
ubm112211   1/10/2018 1:31:45 AM
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as other semi sectors continue to consolidate. ( comm, processor etc.) this split will create some much needed job oppo for the community.

photonic
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Re: ...
photonic   1/9/2018 7:57:39 PM
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Intel may soon be a Chinese subsidiary.

realjjj
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...
realjjj   1/9/2018 6:34:15 PM
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Is Intel leaving the NAND business or being pushed out? They lack scale so supporting dev costs on their own is less than ideal and maybe even unsustainable. NAND is also relatively low margins, doesn't fit with what Intel likes and , to make it worse, the high end will shift more and more towards new memories, pushing the mix down for NAND.

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