There’s been a lot of efforts to expand American fabs. Intel, Micron, and TSMC are all working on it (and I’m pretty sure most of those projects have at least broken ground at this point). But even with infinity dollars to spend, it takes a very long time to build these plants. The fabs are similar in size to a “normal” factory, but the entire interior is a series of massive clean rooms that are hundreds if not thousands of times cleaner than an operating room, filled with equipment that is simultaneously very large and very sensitive.

I remember reading somewhere that one of Intel’s newest process nodes involves drilling holes measured in hundreds of picometers into the part at some point. A hydrogen atom is roughly 62 picometers across.

a fellow boglehead 🤝

Ridiculous, everyone knows that “Yellow” is not a real color

Yeah, you know, it’s really a tossup between “one million malevolent GPUs with the all the constitution of a Ming dynasty vase” and “Sarah, from the county public works department, with a backhoe that hasn’t been replaced since 1987”

I have no idea where they got that headline from.

The “IPO price” for institutions (banks, hedge funds, a tiny bit for retail brokers) was $135. It opened on the public market at $150-something.

Still perhaps more than the company is worth, but at this point an institution that fought to get in on the IPO would be down 23% (unless they dumped it, which plenty did).

(i forgot where i found this)