The massive bombings of Iran threaten something essential to Intel: its facilities in Israel

A good part of Innovations that Intel has introduced In its microprocessors during the last twenty -two years it comes from IDC (Israel Development Center), The development center that the company has in Haifa (Israel). This subsidiary was responsible for tuning in 2003 the microarchitecture P6 (banias), One of the most successful Intel has launched in the last three decades. The high performance/watt ratio of the Pentium M processors used on the centrine platform was largely due to this microarchitecture, which represented a very overwhelming break with the netburst microarchitecture used in Pentium 4 processors. The weight that the Israel Development Center currently has in Intel infrastructure is huge, and it all started thanks to the success of Pentium M processors and the centrine platform. Israeli engineers had the ability to “cut the healthy” with the Netburst microarchitecture of the Pentium 4 and take as a starting point the P6 implementation of the Pentium III. And they were right. Intel realized that this was the path he had to follow, so he certified the end of the Pentium saga as we knew it at that time, ending a reign that began in early 1993. Intel has a lot to lose in the war between Israel and Iran The war conflict currently supporting Israel and will threaten the lives of many people in these two countries because both are using a huge amount of missiles with a great capacity for destruction. One of the Israeli cities that are being bombarded with greater intensity by Iran is precisely haifa. According to Israel’s defense forces (FDI) During the night of June 13 to 14 they fell on this city and other regions of the north of this country about 150 Iranian ballistic missiles, and some of them reached several urban areas of Haifa. The size of missile attacks that are carrying out both countries is such that no civil installation is safe Israel has adopted a very opaque position that prevents knowing precisely from outside this country What damage are the attacks of Iran. For this last country the Intel facilities in Haifa They have no strategic valueso right now it seems unlikely to attack them expressly. Even so, the size of missile attacks that are carrying out both countries is such that no civil installation is safe, especially if it is close to a government building or a military installation. In any case, the Haifa Development Center is not the only thing Intel can lose in Israel. In the center of the country, about 50 km south of Tel Aviv, resides its manufacturing plant of Kiryat Gat avant -garde. I have had the opportunity to visit so much HAIFA facilities as those of Kiryat Gat On two occasions (2019 and 2022), and the latter are equipped with a multitude of photolithography equipment made by ASML, Tokyo Electron and other companies. Intel manufactures a good part of the processors that we can buy PC users, so it is evident that it has a crucial role in its production infrastructure. At the moment Iran has concentrated its missile attacks in the northern half of Israel, so the most affected cities are Haifa, Tel Aviv, Bat Yam and Ramat Gan. It seems that the region in which Kiryat Gat is not bombarded, but right now it is very difficult to foresee How will this conflict evolve and to what extent the integrated circuit manufacturing plant of Intel is or not at risk. Of course, it has something important in its favor to remain safe: it is housed in a relatively isolated industrial zone and far from any military or government installation. To damage it a priori Iran would have to consider it a priority objective and express it expressly. Image | Intel In Xataka | Intel has a bullet in the bedroom. A bullet capable of helping you compete from you with TSMC In Xataka | Intel and TSMC lead the revolution of photonic chips. His problem is that China has just done fully in this war

Iran, OPEC+ and electric vehicles

Donald Trump has traveled to the Middle East to negotiate a nuclear agreement with Iran. If specified, the crude oil market fears an increase in supply in an already uncertain context. An increase in offer. The International Energy Agency (IEA) has reviewed Uploaded its world supply forecasts for this year, projecting an increase of 1.6 million barrels per day. This adjustment responds mainly to the increase in production by the members of the OPEC+, who have decided to dismantle their cuts in a more accelerated way. Respond to several factors. On the one hand, Saudi Arabia has The ability to increase Its production, while US producers face difficulties due to low prices. On the other hand, Russia has increased both its production and its exports, although its oil income has fallen to the lowest level since June 2023, According to Reuters. Do I go back? The possibility of a nuclear agreement could lift the sanctions on Iranian oil, allowing a significant increase in supply, According to Wall Street Journal. In addition, this expectation has dropped the Brent crude prices 3.31 % to $ 63.90 per barrel, while the West Texas Intermediate (WTI) is around 61 dollars per barrel, barrel, barrel, barrel, According to eldiario.es. A disruptive factor. In the midst of the debate, the International Energy Agency has put the focus in the sustained growth of sales of electric vehicles (VE). According to Wall Street JournalVE sales are growing at a dizzying pace and already represent a room of world car sales. This trend begins to feel in the oil sector and if this expansion continues, the demand for crude could be reduced by 5 million barrels per day (BPD) by 2030. The forecasts. IEA has estimated that the oil demand will reach 103.9 million barrels per day (BPD), but this growth will decrease in the coming months. On the offer, countries outside the OPEC+ such as Brazil, China and Canada have planned to increase their production by 1.3 million BPD this year. If this trend continues, the market can go into surplus situation. Changes in the global market. As explained by a combination of factors, it could push the downward prices: the possible return of the Iranian crude, the increase in the supply of the OPEC+ and the unstoppable boom of the electric vehicles. This added pressure generates uncertainty in an already volatile market. In the midst of this scenario, Saudi Arabia, Iran and Russia will play a crucial role in the coming months. Their strategic decisions could tip the balance between supply and demand, marking the direction of the global market in a context of economic slowdown. Image | Unspash Xataka | China’s energy paradox: an ‘electrostate’ that continues to feed on coal

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