Intel Corp (INTC)

[SemiconEng]

Is this a blow to Arizona's chances for a new fab?

Intel To Invest In Exchange For Tax Breaks


There was a recent article in the Arizona Repulic, describing intel's presence, in Arizona, and a discussion of future plans regarding intel's Ocotillo Site in South Chandler. There is actually 2 public meetings, scheduled to meet with company representatives.

Unlike Oregon, Intel already has the additional land that would be needed, in Az. There are 700 acres on it's Ocotillo campus, and it's location is ideal, along the Price Road corridor, which has been designated industrial, with Wells Fargo Corporate HQ, Motorola, and Semiconductor Packaging Leader, Amkor already in residence. I've seen a publicly displayed Ocotillo site model, that included a second "dotted line" fab, hung off the superstructure of Fab22, so the Facilities may also already be in place, or partially completed. Also, with Motorola in the area, in additon to intel, and Microchip, there is a large semiconductor worker base in Az, since that would also be the third Fab on the site, in addition to already established F12 and F22.

No doubt, Oregon has some distinct advantages, with a good portion of intel's R&D functions already there, and I'm going to certainly admit to obvious "Arizona Bias", but IMO, because of the availability of the land, if the issue is High Volume Fab location, in a 1:1 competition for future fabs, I'm still going to have to go with Az.

Of course, none of that takes into account, the pitch for new Fabs, from the Israel, or Ireland Sites