Semiconductor Fab
topic on 7 shows · 11 statements across 10 episodes
BG2 Pod 
Innovators & Investors 
Latent Space 
Invest Like the Best 
the MAD Podcast 
All-In 
TBPN
11 statements about Semiconductor Fab, every show
Gelsinger: Restarting a semiconductor fab after a shutdown takes 90 days
“When you turn off a fab, it doesn't come back on for 90 days, right?”
Uberti: Individual trillion-dollar data centers are inevitable
“Absolutely. It is a matter of time. It's like asking, what do you say, a billion dollar fab, or a ten billion dollar fab, or a hundred billion dollar fab? It is inevitable that the economies of scale don't stop at, oh, forty billion dollars is the magic number…”
Intrator: A 2023 fab investment cycle would have met current AI demand
“There was probably an investment cycle that needed to happen back in 2023. That would have brought on the necessary fab capacity to be able to serve.”
Patel: Semiconductor fab shortages will bottleneck AI through the end of the decade
“What's the bottleneck to building more fabs or to building more chips is more fabs, and people just have not built these fabs yet, right? And that's, I think, the big bottleneck now. And that's gonna persist through the end of the decade. Or until AI, you know…”
Altman: Society should actively fund and expand global wafer capacity
“I think somehow deciding as a society that we are going to increase the wafer capacity of the world, and we're going to fund that and we're going to get, you know, the whole supply chain and the talented people we need to make that happen would be a very good …”
Patel: US cannot build a fully independent fab even for 20-year-old tech
“America could not build a fully vertical fab without stuff from elsewhere, even if it's 20 year old tech.”
Patel: Elon Musk is considering building semiconductor fabs due to AI chip shortages
“Even Elon's talking about building fabs now, because he sees the shortages in the world, right? There's a lot of semiconductor-related shortages for building out AI”
Elon Musk: Tesla will probably have to build a gigantic chip fab
“I can't see any other way to get to the volume of chips that, that we're looking for. So, I think we're probably gonna have to build a gigantic chip app.”
Lutsch: Semiconductor fab tools must become autonomous, self-maintaining robots
“So that means that our equipment, our machines have to become self aware. Like, a tool is not a stupid tool anymore, it becomes its own robot, like, it can maintain itself, it can change, it change, like, spare parts by itself and it also observes, you know, h…”
Gerstner: US should use targeted tariffs and subsidies to reshore critical industries
“But I think it's fairly non-controversial that we should have tactic, tactical, narrowly tailored tariffs and tax subsidies and incentives in order to re-onshore some critical capabilities. You know, I mentioned a few chip fabs, some pharma, Critical rare eart…”
Gurley: Reshoring competitive semiconductor fabs to the US will not happen
“And to think you're going to re-onshore a fab and ignore Morris Chang is just kind of crazy to me. And I look at the Requirements, once again, that we put on companies around labor and say to myself, it's not going to happen here.”