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  • Intel delays manufacturing in Ohio

    Posted on March 1, 2025 at 03:00 CST by • Comment in the Forums

    In a note published yesterday to Intel’s Newsroom, titled Ohio One Construction Timeline Update (recommended reading), the company announced that its construction timeline for its Ohio fabs has been changed. Originally, manufacturing was planned to begin as early as this year. A delay of five years has been introduced, with the first module now scheduled to go online in 2030 and the second a year later.

    Intel’s explanation for the delay is that it is matching demand to manufacturing. I lack any evidence to the contrary, but this seems more a matter of managing cash flow. My interpretation is a reduction in demand, because it suddenly appears that Intel has adequate manufacturing capacity to meet demand for the next few years. Bringing manufacturing onshore no longer seems to be a priority.

    I see no way to spin this as good news for the company, and it’s a blow to Ohio, at least for now.

    Intel , , , , ,
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