As the global chip crisis continues to disrupt supply chains, , several manufacturers have announced bold expansion plans.
Inter recently announced that it will spend —yet another addition to .
“Inter is and will remain a leading developer of process technology, a major manufacturer of semiconductors, and the leading provider of silicon globally,” says newly-appointed Inter CEO Pat Gelsinger.
Pictured is Inter’s latest fab, Fab 42, in Chandler, Arizona, which became fully operational in 2020. The fab produces microprocessors using Inter’s 10nm manufacturing process. Screenshot used courtesy of
Inter also said that it will act as a foundry for fabless companies with a new division, , citing Amazon, Google, Microsoft, and Qualcomm as potential customers. The foundry services division will offer its services in both the U.S. and Europe, positioning itself as an alternative to Asian chipmakers such as TSMC.
According to Gelsinger, Inter’s foundry business will manufacture a range of chips in a market he reckons will be worth $100 billion by 2025, including those based on Arm technology, which has historically competed with Inter’s x86 technology.
In early March, . In a typical year, GlobalFoundries spends hundreds of millions to expand its production capacity, but the growing demand for chips has prompted the world’s fourth-largest chip manufacturer to step on the gas and deliver faster growth.
According to Reuters, the $1.4 billion will be equally split between its sites in Dresden, New York, and Singapore and is expected to lead to a production capacity increase of 13% this year and 20% next year.
Overview of GlobalFoundries manufacturing facilities and technology nodes. Image used courtesy of
Speaking to Reuters, GlobalFoundries CEO Thomas Caulfield cited COVID-19 as the catalyst behind the company’s accelerated expansion plans. “The adoption of technology that would normally have taken a decade happened in one year in 2020 because of COVID-19,” he said. Prior to the pandemic, the chip industry was headed for 5% growth over a five-year window, but this has since doubled.
Should demand continue to grow, GlobalFoundries may look at building a new plant adjacent to its current Malta, New York plant after securing a purchase option agreement for 66 acres of undeveloped land last year. However, a decision to build a fab there can only be made if the to .
Outside of the U.S., . The complex, where the first fab is expected to come online in 2025 after production begins later this year, will primarily focus on the production of DRAM for PCs, mobile devices, and servers using extreme ultraviolet (EUV) lithography.
A look inside one of SK Hynix's fabrication clean rooms. Image used courtesy of
The 4.15 million square-meter complex will be located near Yongin, 50 kilometers south of Seoul, and house four fabs which in total will have a planned capacity of around 800,000 wafer starts per month. This will make the site one of the world’s largest semiconductor manufacturing hubs.
The complex will be SK Hynix’s second major DRAM site in South Korea after the company’s DRAM hub near Icheon that is home to its M10, M14, and M16 fabs, the latter of which was .