INTEL has one fab in Kiryat Gat, Israel, and it is satisfied with its reliability. 17% of its employees are currently in reserve duty while Israel is being bombarded from Gaza, Lebanon and Yemen (!). Yet Israel has not missed even one date. INTEL has confirmed the ampliation of the existing fab by 10 billions (in construction) and 15 billions additional in 2025.
On the other hand, its competitors in the USA are having difficulties in building production facilities. From Zero Hedge:
Taiwan Semiconductor Manufacturing Co. revealed its mass production schedule was postponed from late 2024 until 2025 due to a shortage of skilled workers.
"We are working on improving this by sending skilled technical workers from Taiwan to the US," Liu said on a conference call after earnings in July.
Besides a shortage of workers, Bloomberg noted, "US environmental permit issues and the Biden administration's slowness in delivering financial support have been plaguing domestic chip projects."
Also, chipmaker ASML Holding NV recently warned that lawmakers in Washington, DC, do not estimate the complexity of building new factories.
"People don't seem to realize that when we start building those fabs across the globe now and are everywhere, that skill has been refined over the last couple of decades in only a few places on the planet — predominantly in Taiwan and in Korea and a bit in China.
"Getting access to the requisite skills and skilled workers to keep the construction plan on time is a challenge," Peter Wennink, chief executive officer of ASML, said earlier this year.
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