Fab
topic on 6 shows · 6 statements across 6 episodes · said 12 times in 5 episodes since 2016
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Top Founders 820VC 3the a16z Podcast 1
2024 3 mentions in 1 episode
2019 1 mention in 1 episode
2016 8 mentions in 3 episodes 3 per episode
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6 statements about Fab, every show
Haas: Arm has no intention to build semiconductor fabrication plants
“We don't have a fab and we have no intention to build a fab, but we fit in that ecosystem.”
Thompson: US dependence on China cannot be fixed outside conflict
“I think there's a little bit of magical thinking, which I just invoked in terms of manufacturing and whether it be fabs, whether that be actuators, like all these sort of precursors, like the, I think the degree to which we are dependent on China is underappre…”
Tan: Memory is the biggest AI bottleneck and takes years to fix
“Everybody know right now, memory is the biggest shortage. And everybody tried to scramble for memory. And then even though you want to build a fab to capacity increase, it would take a couple of years to do that.”
Feldman calls semiconductor fabs the modern pyramids of human manufacturing achievement
“Fabs are modern pyramids, Harry. I mean, they are the greatest things humans make in manufacturing, in the manufacturing world, by far.”
Severe compute shortages will eventually force the industry to fill Intel's fabs
“Intel has all these empty fabs, and eventually, Given the shortages we have of compute, those fabs are going to be filled.”