Foreign media Hardwaretimes reported that Intel, the leader in processors, is actively deploying IDM2.0. In addition to the construction of advanced process wafer fabs in the United States, Intel has fully launched its plan. Arizona wafer fabs Fab52 and Fab62 are being expanded, with a total investment of US$20 billion. The advanced process wafer fab is expected to start mass production of Intel4 process wafers in 2024 to support the production of the next generation code-named MeteorLake and GraniteRapids processors.
In addition to the wafer fab in Arizona, Intel also invested $3.5 billion to upgrade the advanced packaging capabilities of the packaging and testing plant in New Mexico. Finally, Intel also plans to spend $100 billion to build a third large wafer fab, which is expected to cover 1,000 acres of land and have a small city with facilities such as research laboratories, universities, and communities. The ultimate goal of all investments is to restore the United States to its position as a major semiconductor production power.
The United States' semiconductor production has dropped from 37% of the world in 1990 to 12% today. The US manufacturing industry has quickly succumbed to the growing influence of Taiwan and South Korea, especially TSMC. In addition to expanding wafer production in the United States, Intel also plans to build a wafer foundry in Europe with the help of local governments. EU Trade Commissioner Thierry Breton said in an interview with the media that Intel will announce the site selection and advanced wafer fab and packaging and testing plant plans in a few days.
Intel's main European wafer fab is located in Ireland, but it said it would not build a new factory in the UK because the UK has withdrawn from the EU, which has repeatedly mentioned Intel's plan to build a large-scale advanced process foundry in continental Europe, including Italy, Germany and France, which may become the location of Intel's wafer fab. Although the planned investment amount is still unknown, market rumors indicate that it may be around US$95 billion, which means that 6 to 8 wafer fabs are expected to be established, which will be able to produce tens of thousands of Intel 4nm process wafers per month.
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