Intel's ambitious plans to establish advanced fabs in the U.S. are fundamentally challenged by the inadequacies of the country's power infrastructure, particularly regarding stable DC power supply.
The federal permitting exemption aims to accelerate semiconductor factory construction, but without addressing the need for a reliable DC power infrastructure, these investments could falter and lead to catastrophic disruptions.
The existing U.S. power grid is mainly designed for alternating current (AC) systems, making it ill-equipped to meet the precise and stable DC power requirements essential for modern chip manufacturing.
With projections of over $400 billion investments in chipmaking and R&D, the U.S. semiconductor industry faces an urgent need for significant upgrades to its power infrastructure to sustain manufacturing operations.
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