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Intel in talks with other large investors for equity boost at discount, sources say

Will be interesting to see how LBT and Yeary pitch the INTEL business case to Wall Street's bankers.
And if these WS-Bankers will Walk the Talk for what INTEL shares' discounted price:

INTEL-Foundry TSMC
Revenue-2024 (B US$) 17,5 88,3
#Wafers processed (M12eq) 1 12.9

Avg. wafer eq. price for customer (k US$) 17.5 6.8
Companies gross margin (%) 37.6 (INTEL total) 56.1

Cash and cash eq. 31 Dec 2024 (B US$) 8.2 63.8 (assum 1 NTD = 0.03 USD per 31 Dec 2024)
Current liabilities&LongTermDebt (B US$) 82 68,0
 
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Daniel Nenni said:
Lip-Bu is making it rain....... Next we need to hear about Hero Customers!
Click to expand...

Brady said:
Seriously. The investments are coming. Where are the customers?
Click to expand...

In some ways, making an investment decision is relatively easier because, although we may not know the ultimate return on investment, we do know the maximum potential loss. It can't be more than the total amount invested.

However, choosing or winning a foundry partner to manufacture the design you’ve staked your money and dreams on can be a true life or death outcome. On the successful side, you could become the next Nvidia, the world’s most valuable company. On the failure side, the result could be bankruptcy or complete shutdown.
 
well i think this is a better bet take equity in Intel for like your deal. Take $2-3 Billion Equity give 2-3Billion$ worth of order when the share jump dump the equity if you play it right you can get your investment+profit back alongside order.
 
Daniel Nenni said:
Versus an imaginary customer? :ROFLMAO: Yes they are two companies I have actually heard of that are not the US Government. Not huge volumes but it is a start.
Click to expand...
We heard this before back in 2021 2022 etc. Prepayment, whales, commitments. Upon further review, they were not commitments. they were plans to run some wafers someday and run a test chip if Intel paid for it. Imaginary customers with imaginary tapeout dates ..... orthogonal to real customers

So two customers have committed to run a defined product on 14A? and has a tapeout date? correct?
 
MKWVentures said:
We heard this before back in 2021 2022 etc. Prepayment, whales, commitments. Upon further review, they were not commitments. they were plans to run some wafers someday and run a test chip if Intel paid for it. Imaginary customers with imaginary tapeout dates ..... orthogonal to real customers

So two customers have committed to run a defined product on 14A? and has a tapeout date? correct?
Click to expand...

I heard this from the ecosystem not Pat Gelsinger. They are working with the 14A .5 PDK which is early in the design cycle. I don't know anything about the wafer agreements. There are several conferences coming up so I will probably hear more I'm sure. Hopefully Intel will not say anything about 14A customers until tapeouts.
 
Daniel Nenni said:
Versus an imaginary customer? :ROFLMAO: Yes they are two companies I have actually heard of that are not the US Government. Not huge volumes but it is a start.
Click to expand...
That's right, let's win trust first
In this foundry business, there are a certain number of customers who, from an outsider's perspective, are quite eccentric and go to the trouble of asking IFS, which is still a baby, to manufacture their chips. So, the first thing we need to do is win the hearts and minds of these curious customers, and then we can win their trust and spread our reputation.

Let's make them a regular customer
And there will be a lot of new customers coming later.
 
tomatoma said:
That's right, let's win trust first
In this foundry business, there are a certain number of customers who, from an outsider's perspective, are quite eccentric and go to the trouble of asking IFS, which is still a baby, to manufacture their chips. So, the first thing we need to do is win the hearts and minds of these curious customers, and then we can win their trust and spread our reputation.

Let's make them a regular customer
And there will be a lot of new customers coming later.
Click to expand...
If Intel deliver on TTM, pricing and yield -- like Samsung didn't... ;-)
 
Daniel Nenni said:
Versus an imaginary customer? :ROFLMAO: Yes they are two companies I have actually heard of that are not the US Government. Not huge volumes but it is a start.
Click to expand...

Intel is deeply engaged with current and potential customers and partners who share its commitment to building a strong and resilient U.S. semiconductor supply chain.

Satya Nadella, Chairman and Chief Executive Officer, Microsoft: “The decades-long partnership between Microsoft and Intel has pioneered new frontiers of technology and showcased the very best of American ingenuity and innovation. Intel’s continued investment in strengthening the U.S. semiconductor supply chain, supported by President Trump’s bold strategy to rebuild this critical industry on American soil, will benefit the country and broader technology ecosystem for years to come.”

Matt Garman, AWS CEO: “Leading-edge semiconductors are the bedrock of every AI technology and cloud platform, making U.S. investment in this critical industry one of the most important technological, economic and national security imperatives of our time. Intel plays a vital role as one of the country’s leading chip manufacturers, and we applaud the Trump administration’s efforts to usher in a new era of American innovation in partnership with American companies.”

Lip-Bu Tan, CEO of Intel, said:​

“We are very pleased to deepen our relationship with SoftBank, a company that’s at the forefront of so many areas of emerging technology and innovation and shares our commitment to advancing U.S. technology and manufacturing leadership. Masa and I have worked closely together for decades, and I appreciate the confidence he has placed in Intel with this investment.”
 
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