The End of American Lithography: towards the end of American IDM?

[user nl]

Interestingly researched story and very well presented by Asianometry on The End of American Lithography (produced Oct 27, 2023).
Also read some of the (currently) 307 comments of viewers of this video podcast by Asianometry, many who witnessed this saga firsthand.

The video contains many similarities to the present story around INTEL and its IDM model 1.0, 2.0, 3.0 .....
Lots of US politics , geopolitics and other similar elements.

However, the good news, after The End of American Lithography, the USA semi-conductor industry did not collaps and a few new babies were born and flourished via the rise of the fabless semi-industry.

I wonder how long the USG will throw and burn tax-payer's money at this issue, instead of biting the bullet!

Perhaps in 5-10 years Asianometry will make the sequel: The splitting of Intel: The End of the American IDM

 

[tomatoma]

Interestingly researched story and very well presented by Asianometry on The End of American Lithography (produced Oct 27, 2023).
Also read some of the (currently) 307 comments of viewers of this video podcast by Asianometry, many who witnessed this saga firsthand.

The video contains many similarities to the present story around INTEL and its IDM model 1.0, 2.0, 3.0 .....
Lots of US politics , geopolitics and other similar elements.

However, the good news, after The End of American Lithography, the USA semi-conductor industry did not collaps and a few new babies were born and flourished via the rise of the fabless semi-industry.

I wonder how long the USG will throw and burn tax-payer's money at this issue, instead of biting the bullet!

Perhaps in 5-10 years Asianometry will make the sequel: The splitting of Intel: The End of the American IDM

Intel goes bankrupt...
Cancer that hinders the progress of the semiconductor industry
TSMC's monopoly on all semiconductor manufacturing is very good for the semiconductor industry
TSMC is justice

 

[tomatoma]

There are no benefits to manufacturing semiconductors in the United States
Quietly give up your manufacturing capacity…
They should be just designing
Please leave the manufacturing to us in East Asia and Southeast Asia, because this is a very nice horizontal division of labor.

 

[chip99monk]

Manufacturing has been un appreciated in the U.S. for quite some time, from a social perspective, investment etc. but no country of the size and geo political interests of the U.S. can survive w/o manufacturing. Modern manufacturing is not repetitive and mind numbing like the old Assembly line. Thirty years ago U.S. based IDMs like Motorola and Intel had already pioneered Advanced Manufacturing ( based on a lot of Mathematics & Computing ) for HVM using machine vision guided Robotics, set up the Supply chain, freely shared the know how at conferences etc. that the Offshore latecomers have merely replicated and benefited from. The problem that hit the US based IDMs ( both Motorola & Intel ) is poor top management and the BoD of these technology Corp.s dominated by Wall Street types. The only way to revive the pioneering semiconductor manufacturing industry in the U.S. is by replacing the unqualified CEOs and the BoDs that picked them. The other fatal weakness of US baded IDMs or for that matter any Manufactiring Co. ( w/ their high capital requirement and low RoI compared to Software ) is that they have no alternative US based source of investment other than Wall St. To revive Manufacturing in the U.S. it is urgent to set up a Bank of Manufacturing somewhere in the middle of the country far from the influences of either Wall St. or the arrogant and now falsely named Silicon Valley whose Design only Fabless Co.s have contributed to the growth of Offshore technology pirates at the expense of pioneer U.S. IDMs.

 

[chip99monk]

FYI Intel could improve the yield of its 18 A quickly using the Adv. Packaging technology & capabilities it already has but has become too tunnel visioned ( Fab centric ) and rudderless ( current Foundry boss hired last year by the previous CEO, an EE w/ no real Fab experience, is a Mech. Engr. ! ) to recognize and utilize existing internal capabilities.

 

[tomatoma]

Manufacturing has been un appreciated in the U.S. for quite some time, from a social perspective, investment etc. but no country of the size and geo political interests of the U.S. can survive w/o manufacturing. Modern manufacturing is not repetitive and mind numbing like the old Assembly line. Thirty years ago U.S. based IDMs like Motorola and Intel had already pioneered Advanced Manufacturing ( based on a lot of Mathematics & Computing ) for HVM using machine vision guided Robotics, set up the Supply chain, freely shared the know how at conferences etc. that the Offshore latecomers have merely replicated and benefited from. The problem that hit the US based IDMs ( both Motorola & Intel ) is poor top management and the BoD of these technology Corp.s dominated by Wall Street types. The only way to revive the pioneering semiconductor manufacturing industry in the U.S. is by replacing the unqualified CEOs and the BoDs that picked them. The other fatal weakness of US baded IDMs or for that matter any Manufactiring Co. ( w/ their high capital requirement and low RoI compared to Software ) is that they have no alternative US based source of investment other than Wall St. To revive Manufacturing in the U.S. it is urgent to set up a Bank of Manufacturing somewhere in the middle of the country far from the influences of either Wall St. or the arrogant and now falsely named Silicon Valley whose Design only Fabless Co.s have contributed to the growth of Offshore technology pirates at the expense of pioneer U.S. IDMs.

I agree, they don't see manufacturing or industry at all

The current situation is the result of excessive horizontal division of labor and ignoring domestic manufacturing and industrial sectors.

Mature countries like the US are at a disadvantage in the manufacturing industry when compared to emerging countries with low labor costs and simply large populations. However, they should still do the bare minimum to manufacture. The US didn't even do the bare minimum.

Even in that unfavorable manufacturing industry, Intel, who worked hard, should be praised to some extent…

 

[user nl]

whose Design only Fabless Co.s have contributed to the growth of Offshore technology pirates at the expense of pioneer U.S. IDMs.

Do not fall deeper again in your semi-arrogance-pitfall with this last statement. Do not embrace the MAGA ideology, like POTUS did for the coal- and oil-industry, instead of embracing the energy-industry-2.0 in a Globally Heating 2025+ world; ask the rich home-owners in fire-burned-California, the poor home-owners in the flooded and hurricane destroyed (deep)-south and above the Gulf-of-Mexico states, and the agricultural industry in California, the Mid-West and elsewhere.

The EU, Japan and others are open to help you get out of your self-dug (Wall Street engineered) pitfall of the semi-industry around INTEL-et-al.

Embrace the diversity and competence of other culture's society and geopolitical local situation, perhaps enjoy more what you have, and safe some energy, reduce your wasteful spending and your (present POTUS-2.0's) polluting the global atmosphere......

 

[chip99monk]

Do not fall deeper again in your semi-arrogance-pitfall with this last statement. Do not embrace the MAGA ideology, like POTUS did for the coal- and oil-industry, instead of embracing the energy-industry-2.0 in a Globally Heating 2025+ world; ask the rich home-owners in fire-burned-California, the poor home-owners in the flooded and hurricane destroyed (deep)-south and above the Gulf-of-Mexico states, and the agricultural industry in California, the Mid-West and elsewhere.

The EU, Japan and others are open to help you get out of your self-dug (Wall Street engineered) pitfall of the semi-industry around INTEL-et-al.

Embrace the diversity and competence of other culture's society and geopolitical local situation, perhaps enjoy more what you have, and safe some energy, reduce your wasteful spending and your (present POTUS-2.0's) polluting the global atmosphere......

boilerplate diatribe irrelevant to the topic of semiconductor manufacturing in the U.S. under U.S. leadership rather than being dictated by priorities of offshore HQs.