1. If it goes fabless like AMD and NVidia, it has to throw away 10s of billion dollars investment in its own fabs. And this is clearly not the 's stategy of Intel's new CEO Pat Gelsinger. 2. If it goes fabless, TSMC and Samsung do not have the fab capacitty to meet its demands. 3. If it goes hybrid (meaning using both internal and external fabs), TSMC/Samsung will not trust Intel as it is both a customer and a competitor to TSMC/Samsung, so it will not be on TSMC/Samsung's highest priority as AMD/NVidia. 4. Hence, Intel has to succeed in its herculean efffort to spend 10s of billions dollars in buliding new fabs and upgrading its existing ones. If this stretegy by Pat Gelsinger fails, Intel is cooked.
据说三个phase 100B 8 个fab，第一phase 20 B 三个fab 招三千人，平均工资13.5 万。
老二在osu 上个EE， 留在这里工作，很不错！
只能看着房产税不停上涨。。。
Not sure why Intel placed chip factory there ... probably because of huge government incentives
America's new "Silicon Heartland"
只因我娃还木有买房啊。。。
https://www.dispatch.com/in-depth/business/2022/01/21/how-mike-dewine-jon-husted-got-intel-come-ohio/9183683002/
可以去竞选总统，这样make sense的政治家没有几个了
他不pro trump，下次州长竞选，初选都出不了线了
不在美国建厂就永远被别人捏在手里。
看看大跌的都涨了多少，还有大涨过还没开跌的
台湾药厂也不咋地，比中国好点而已
又pro 疫苗，支持当初民主党的卫生部长，有很多人讨厌他了。
没法子，Ohio是trump的天下，不protrump 的共和党人站不住脚哈
只是说数据，我年底也买了intc lol
美国的问题不在这儿
上次金融危机时投资中西部资金链断裂的中小型公司，曾投资过石油天然气的周边企业，也曾投资过小型医疗服务的公司。近几年的投资我就不能透露了。
1. If it goes fabless like AMD and NVidia, it has to throw away 10s of billion dollars investment in its own fabs.
And this is clearly not the 's stategy of Intel's new CEO Pat Gelsinger.
2. If it goes fabless, TSMC and Samsung do not have the fab capacitty to meet its demands.
3. If it goes hybrid (meaning using both internal and external fabs), TSMC/Samsung will not trust Intel as it is both a customer and a competitor to TSMC/Samsung, so it will not be on TSMC/Samsung's highest priority as AMD/NVidia.
4. Hence, Intel has to succeed in its herculean efffort to spend 10s of billions dollars in buliding new fabs and upgrading its existing ones. If this stretegy by Pat Gelsinger fails, Intel is cooked.
IBM没有 fab，process 技术是纸上谈兵。没有 fab 就无法 tune 你的process， 这样你对自己的 成品率 Yield 根本没有把握。每次tune新一代的process， 都需要至少两三年。N 年前INTEL 就说它的 ７nm process 已经ready， 但是最后还是成品率 Yield太低， 做十颗晶片出来只有两颗好的 （还要搞一套办法从十颗里捞出那两颗你个好的）。
工科毕业生数量是米国的十倍以上吧