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Shouldn’t Fab 52 be Producing 20A Chiplets if They’re to be Available in 4Q24?

MKWVentures said:
Whenever 20A and 18A ramp. Our model is that D1 can support it through 2025 unless demand improves. Fab 52 should be capable of shipping production by Q32025 for Intel to be successful (IMO)
Click to expand...

How many EUV tools do they have at D1 ?

Hard to believe they have very many, given in April '22 they shipped one of the few they had to Fab 34, which was Fab 34's first EUV tool. Then, for the next ~12 months, they shipped nearly every EUV tool they received from ASML, to get Fab 34 up and running for Meteor Lake.

Then for the following 12 months, they probably only received another 12-15 tools, some of which are likely going to all the fabs that are to be coming online shortly ?

I bet Scotten Jones knows these details better than anyone.
 
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