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@Xebec
cost is an important part of technology. intel doesnt have the structure or scale to be cost effective. outsourcing was a good decision
We will see if intel is ahead of tsmc in Jan 2026... they certainly are not now. Intel often is ahead on the powerpoint slides.
18A is doing well...
@siliconbruh999 @OneEng
It was an advantage in 1992-2010. It is not an advantage anymore. Almost everyone else figured that out in the last 25 years. Intel CEO figured it out in 2020. Then they "unfigured" it out. Intel seems to still be committed to IBM2.0. .... Stories of glory from the past...
I normally agree with Dylan but I think the question is whether you think Intel has a better competitive position in Products or Foundry. I think Intel is better competitively in product markets as the leader in PC and DC CPUs. Intel needs to solve a lot of cost issues in manufacturing even...
Intel needs to show that they can get close to breakeven on manufacturing. The they need to show that they can get above 2% market share in AI processors. how long should we wait to see success here? Neither have gotten better in the last 2 years based on data.
If we want a government funded...
How much time does it take to do a redesign and qualification between A16 and N2 or 18A and 14A.
Also what is the cost increase for BSPD vs PPA improvement. What is the ROI?
Naga and David gave the correct answer per actual internal timelines. 18A yields are low as expected for ALL new technologies and will increase over the next 12 months.
Intel said announced Qualcomm was a customer in 2021. Nothing happened, there was no chip. Intel's mistake in claiming Qualcomm as a customer, not yours :D
he is not ceo. he is not on board. seems like he is taking high road being honorable .... and he is a huge intel stockholder.
of course i said altman could never ever go back to openai... oops :ROFLMAO:
Its long discussion on how the culture is different but both Dave and Naga touched on it.
Some hypothetical examples:
When the forecast is to get 100 wafers per hour for step/tool, but you are only getting 50, Do you buy 2x the tools, or plan to hit the wafer out goal and prioritize process...
I just re-read the transcript from Naga and Dave. Again, I need to re-iterate the "realistic" or "open" comments vs Pat. This is a huge improvement.
Naga; "And next year, as I look at it, primarily the first half will be getting the node into engineering samples into our customers' hands and...
Intel 3 and 18A are the only real new nodes since Feb 2021. they need to deliver on those and ramp them.
It is not financially possible to do advanced processes unless you have higher volume than just Intel. So the real goal is ~1 fab worth of external foundry minimum or the finances will...
Model is a tough word. but for financial efficiency and manufacturing efficiency, Micron is miles ahead of Intel . Naga knows how to get things done at half the cost and with less people.. but there are tradeoffs that Intel is not used to and may have trouble accepting. Ann and Naga should make...
no qualcomm part anytime soon... where did you see that?
The readiness reports shows 50 items that need to be fixed .... just like Naga said. and they are probably at the "we are finding new issues faster than we are solving old ones" due to ramping on new tools.
No production parts will be...
18A is not ready for HVM ramp yet??? It shouldnt be. It is still in development.
Now if customer test wafers are not working or matching PDK, that is a bigger issue.
Both of these are obvious unless you are a CEO trying to paint a pretty picture.
1) Intel product group will be the largest foundry user for a long time. Probably 4+ years. No one will put their main high volume product on a untested foundry. Intel will be backup and DZ has said that before...
From what I hear 18A is on track health wise. The challenge for Intel is financing this. Bringing up a new technology in a new fabs with slow growing volume is extremely expensive. If the company is very profitable it can be absorbed. If the company is not profitable, the finances... even with a...
Actually yield is not part of the strategic cost improvements planned and reported previously. They are great but good yield is an assumption. the main Cost issue is wafer cost and test cost and that has been shown in the plans. Pat and David have shown plans for cost reduction. Fab efficiency...
