Could Intel’s Foundry Be Worth $500 Billion?

[MKWVentures]

Thanks to Lip Bu Intel has become way tight lipped too much i would say they won't give us a client product roadmap

Intel is still giving quarterly roadmap updates to customers similar to before. Those are under NDA but they pop up on the internet every once in a while (Usually in May/June around Computex)

That said, I understand he is still poking at the roadmap and there may be changes so he doesnt want to announce the roadmap publicly. I expect updates by Computex.

Personally, I think the client roadmap is pretty solid... just need to kill off the old parts (bartlett lake on Intel 7 was just annouced with 10 year availability so maybe I am wrong). ... also need a new low cost part (wildcat)

I think the DC CPU roadmap needs work. They are have products stacked up across 4-5 nodes. Intel 7 products still dominate. Cancelling some and releasing one that truly competes with AMD seem like a good idea to me.

Hopefully something leaks out so we can discuss.

 

[MKWVentures]

Thanks to Lip Bu Intel has become way tight lipped too much i would say they won't give us a client product roadmap

just saw this link. This is part of the roadmap discussion (support for old sockets). I also heard meteor lake is down to trivial volume.....
It feels like LBT wants to do All products all the time (new, old, refresh-refresh) . The days of pushing people to new nodes and products are gone.

Insider Says Intel Wants To Rival AMD With Future Sockets In Longevity, Also Planning New Raptor Lake Refresh For LGA 1700

Intel's existing and future CPU sockets will offer AMD-like support and longevity, this is the claim from leading insider, Jaykihn.

wccftech.com

I expect the actual, confidential 5Q type roadmap type deal to show up on internet in next 60 days. ....

 

[Artificer60]

The only think saving the valuation is that People seem to think Intel is good at manufacturing and delivering process and packaging technology. The correct analogy today is IBM 20 years ago IMO.

Under Gelsinger you might have been right. There seems to be a very different approach to managing R&D and manufacturing than in the Intel of old. Time will tell, but I'm hopeful that Intel will get their house back in order.

 

[Barnsley]

In my world, Yes. Dreams and aspirations give a early bump.. maybe it lasts, maybe not. I am not forecasting stock price. I am forecast whether someone will be succesful.

In the real world: People buy stocks based on dreams and hopes and what ifs. Then say "what about Amazon?, What about tesla?" That fine...... enjoy.

And when I say earnings, I dont just mean current EPS. I mean when DZ says >80% of Intel revenue is non EUV. I mean when DZ says IFS will not break even if they get 14A customers. I mean when LBT says we will know if anyone commits by 2H 2026. I mean when DZ says IFS is not "investable".

Side note: the stock price climb feels more like news is leaking out somewhere. A deal or major financial improvement. just a feeling.... Not info that I have heard

lets see what Intel is successful at and and what they are not successful at. The Sell side analysts can make up price targets.

The day traders punting stocks couldnt care less whether a business is profitable or not.
If some online group say this stock is a go , away it goes.
Those doing in depth analysis are now in the minority

 

[siliconbruh999]

I expect the actual, confidential 5Q type roadmap type deal to show up on internet in next 60 days. ....

lol i would be happy on that day for sure.

just saw this link. This is part of the roadmap discussion (support for old sockets). I also heard meteor lake is down to trivial volume.....

Meteor lake shares foundry space with Granite Rapids/Panther Lake so makes sense.

It feels like LBT wants to do All products all the time (new, old, refresh-refresh) . The days of pushing people to new nodes and products are gone.

as long as the refresh refresh are on IFS that is good one way to keep the fabs full