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MKWVentures's latest activity
M
You are assuming DoD is just bombers and weapons. It is not. my notes on Intel foundry plans hint at that. But as I said...
Yesterday at 7:23 AM
M
@Maximus
Intel revenue is 300M per quarter including packaging and sales of masks and equipment. external wafer revenue is less than...
Tuesday at 9:01 AM
M
Boston and Austin are smaller versions of the Santa Clara event. Same general content but different presenters and fewer exhibitors. You...
Monday at 11:04 AM
M
you think TSMC 3nm is like Intel 14nm-10nm? Seriously? People were concerned on 3nm before they ramped it on one of the world highest...
Monday at 8:52 AM
M
Are the Austin and Boston ones different? Do I need to be a customer?
Monday at 8:27 AM
M
Like me, he doesnt count 12nm or 14nm as advanced... N, N-1, N-2 is advanced IMO. N-2 might be 7nm today.... it wont be next year. it...
Sunday at 4:38 PM
M
Its a political PR show. has nothing to do with fabs or business. If they could have gotten Cirque Du Soleil to do a fire and water...
Friday at 11:13 AM
M
If I have a chance to meet Pat Gelsinger, I will provide my one cent opinion to him:
Delay Ohio project as long as possible and put...
Friday at 10:46 AM
M
you are a wise person! I would guess this is very close to Pat's plan since he started unless foundry demand skyrockets.
Friday at 10:46 AM
M
2024 was the reported turnaround year for Intel business. Not Fab 52.
The Ohio fabs is now planned to be operational in 2027/2028. was...
Friday at 8:36 AM
M
Back on topic though: Subsidies for Fabs in the US are undeniably great. and yes there is plenty of water
Mar 20, 2024
M
@blueone
Intel plan has never changed. announce a bunch of fabs based on becoming the #2 wafer foundry. Then cancel or delay them if...
Mar 20, 2024
M
Obviously AT should be in Asia..... fabs should move to malaysia as well
Mar 20, 2024
M
they will get chemicals from other places ..... like most people do. not a limiter to the fabs.
It does limit the effect on the economy...
Mar 20, 2024
M
Intel was brilliant on this.
They announced the funding (which is great).
They did not hype the announcement made the day before. Ohio...
Mar 20, 2024