2024-02-02
@aj_invests One Nvidia's largest bottlenecks is not the chips themselves, its packaging capacity. Which Intel is also building new facilities for. It's another reason why I like $AMKR too. The designs are getting so complex putting them on the board is more challenging than anything else.
Wall Street Journal
Intel delays the construction of its $20B Ohio chip fabs amid a slow rollout of US government grant money; sources: the fabs are now set to finish in late 2026
‘Silicon Heartland’ factories were originally planned for 2025 Mariane Angela / The Daily Caller : Intel Delays $20 Billion US Investment Biden Touted As Key Win Benzinga : Intel R...
@aj_invests Also low chance Nvidia even if an 18A customer is doing so in full capacity. They're going to do trial runs and see if Intel can even hold up to their supply need before doing closer work. Either way they use $TSM for the main bulk of the work.
Wall Street Journal
Intel delays the construction of its $20B Ohio chip fabs amid a slow rollout of US government grant money; sources: the fabs are now set to finish in late 2026
‘Silicon Heartland’ factories were originally planned for 2025 Mariane Angela / The Daily Caller : Intel Delays $20 Billion US Investment Biden Touted As Key Win Benzinga : Intel R...