Ian, thank you for your detailed article. A couple of quick questions. 1) Is FD-SOI going to ramp in Austin or Taylor? I recall earlier press releases indicating that it would be in Austin. 2) Did they share any details about the new research facility that’s planned for Taylor?
At a broader level, given Samsung’s aggressive commitment to the foundry buisiness, how do you feel about Intel’s chances? Is there really space in the market for 3 leading edge fabs?
1) I was told FD-SOI was ramping in Taylor, but thinking back on it, that didn't exclude anything about Austin. Could be both.
2) No new details about the R&D, but it sounds like they're preparing quite heavily to go beyond 4 fabs there.
3) Right now, yes. People want options, diversity, and competition. Not just in logic but also packaging. So anything else in this space is helping, and the demand for silicon continues. The downside is going to be if the market contracts, and whether it will contract around performance or cost.
Ian, thank you for your detailed article. A couple of quick questions. 1) Is FD-SOI going to ramp in Austin or Taylor? I recall earlier press releases indicating that it would be in Austin. 2) Did they share any details about the new research facility that’s planned for Taylor?
At a broader level, given Samsung’s aggressive commitment to the foundry buisiness, how do you feel about Intel’s chances? Is there really space in the market for 3 leading edge fabs?
https://www.forbes.com/sites/willyshih/2024/04/15/samsung-chips-act-grant-brings-their-leading-edge-plus-rd-to-texas/
This article indicates that FD-SOI will be running in Austin.
1) I was told FD-SOI was ramping in Taylor, but thinking back on it, that didn't exclude anything about Austin. Could be both.
2) No new details about the R&D, but it sounds like they're preparing quite heavily to go beyond 4 fabs there.
3) Right now, yes. People want options, diversity, and competition. Not just in logic but also packaging. So anything else in this space is helping, and the demand for silicon continues. The downside is going to be if the market contracts, and whether it will contract around performance or cost.
Thanks for the article!
Small typo: Pheongtaek -> Pyeongtaek (평택시)
If you have ever been there, the Pyeongtaek campus is just massive.
Thanks! I'm hoping they renew that tour that was supposed to happen in 2020 at some point. Would love to visit.