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semiconductor fab

also referred to as: semiconductor fabs

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Mar 23, 2026 by Michael Intrator · across every show →

Everything said about semiconductor fab, oldest first

Mar 23, 2026 neutral
What-if
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.”
Michael Intrator Mar 23, 2026 ▶ 27:25 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
Jul 15, 2026
Assertion Partly supported
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?”
Pat Gelsinger Jul 15, 2026 ▶ 16:16 Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
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