The future is fabs

“Where the oil reserves are defined geopolitics for the last five decades. Where the fabs are for the next five decades is more important”


Intel’s chief executive Pat Gelsinger tells a Wall Street Journal conference this week that it was “inevitable” that Washington would impose restrictions on US semiconductor exports to China. He said chip manufacturing located in the US and Europe should shift to about 50% of global output by the end of the decade, versus the 80% currently in Asia.

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