I’m hoping Arc survives all this?
I know they want to focus, but no one’s going to want their future SoCs if the GPU part sucks or is nonexistent. Heck, it’s important for servers, eventually.
Battlemage is good!
this post was submitted on 23 Apr 2025
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That team is hiring.
Good!
Yeah, have an offer, normally prefer startups but this isn't the best time for those.
Have a newer Nvidia, but the A750 is a beast, and I want to port a Cuda stack over.
Considering how badly Nvidia's been pricing their dGPUs, the market's ripe for a low cost alternative to fill a niche for years to come.
'Competitors' just use nvidia's price gouging as an excuse to charge more themselves.
Not sure which chipmakers survive a 245% tariff…
Does Intel make its main CPUs in China for those high tariffs?
Looked it up and found this info at least:
Key US Locations:
Arizona (Fab 52 and 62), New Mexico (Fab 9 and 11x), and Oregon (Hillsboro) are major Intel manufacturing hubs in the US, with the new Fab 42 and 32 also being part of a larger campus in Arizona. Ohio is also a major site with construction well underway for two new leading-edge chip factories.
Global Footprint:
Intel also has manufacturing facilities in locations like Israel (Jerusalem, Kiryat Gat) and Ireland (Leixlip).
Expansion and Future:
Intel is actively expanding its global network with new fabs in Ohio, Germany, and other locations, according to Intel Newsroom and plans to make the German fab one of the most advanced in the world.
My friend is on one of the teams working on that so I suppose I'll know soon enough if they're gutting that portion. So far he hasn't said anything, so here's hoping they're safe!
Nothing at all to do with the tariffs, I'm sure.
They've been struggling a lot recently, but this stuff with the tarrifs cantve made it any easier for them.
Honestly, Intel has been up shit creek for a while now. No one big wants to use Intel’s fabs because they’re afraid that Intel’s design team will copy their homework.
Vertical integration has fucked Intel. TSMC’s fabs get all the important contracts from Nvidia, Apple, etc. And the massive client volume allows them to accelerate the evolution of their fab tech.
Intel needs to break their chip design business and fab into two separate businesses, otherwise it’s a continuation of the death march.
AMD did that, but Global Foundry doesn't do that well, at least compared to TSMC. Also Intel was going strong with their fabs until AMD started building better chips architecture wise. I'm just saying that splitting might not work.
The Global Foundries split was probably a way to get AMD out of the hyper-capital-intensive fab business. And without a tier-1 customer, Global had less reason to pursue smaller nodes.
Intel has that national-champion thing to keep it afloat. I can imagine there are defence contracts that will never go to a "TSMC Arizona Division" and they'll pay whatever it takes to keep that going.
Yeah for a long time there Intel was way ahead of the fabless AMD. Back then people were saying it was a mistake for AMD to split the fab business.
It still could be a mistake in the long term, though. Imagine the wise US administration slapping 1,220,332% tariffs on Taiwan? Or China wreaking havoc there. I still think Intel could fare well with better leadership handling their fabs.
Yeah, having fabs in the US as well as other countries could pay off yuuugely. If potential fab customers are truly afraid of Intel copying their designs - Intel could enter an agreement with say Qualcomm that it won't design any ARM CPUs for X years. Surely there's a market for US made SoCs once you can assemble the logic board of a smartphone in the US, and a smartphone from parts. You'd still import some parts but shift production to the US for what's possible - but you need to start with the end product and work your way down because otherwise you're shipping components back to China for final assembly. And the more expensive the components you can produce in the US, the less you're affected by tariffs.
No one wants to use their fabs because they're bad!
(Not awful, but not cutting edge really any more)
Suffering decades of imbeciles executive "leadership"
They spent the R&D budgets on stock buy backs and now rely on federal government to pitch in for their capex.
A lot of their chips are fab'd in the US and Israel and Germany and others though. It's weird that nobody has mentioned all their US fabs. The new ones coming up in Ohio shortly (construction has been going already) will be two next-gen fab plants.
...with global parts and materials.