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I haven't followed this in any detail and at a first reading found the Intel press release quite reassuring.
After reading @nghanaywem (above) and re-reading the Intel PR, I'm not so sure:
Short answer: We can confirm there was a via Oxidation manufacturing issue (addressed back in 2023) but...
This is really very interesting - how the rankings change so dramatically when sorting by different metrics. But this is highly volatile data for many of these companies right now - and I start to reach for my low pass filter when I see mature companies with stratospheric PE ratios - AMD ">1000"...
Some good points.
Really enjoying this discussion. Not something I expected to be saying about the accountancy aspects of the business ! But depreciation is such a huge part of the semi business cost structure that it's worth getting a better understanding.
One of the interesting questions for me with all this super-expensive AI hardware is what happens with the inevitable depreciation and who actually picks up the tab for this ?
Advanced chips have always depreciated very rapidly as newer, better designs are created every year. This might not be...
Obviously not (as implied in my comment).
My point was that you can compare where they had got to against the leading edge *before the EUV export ban*.
Well, they did until fairly recently. So I think we already know the answer.
Of course, it helps if you can maintain a laser focus on the core job if you want to be a TSMC, without the distractions of having to demonstrate other achievements (conforming to various political or idealogical...
Quite. "Returns don't matter" !!!
More seriously, I was reflecting the other day that Intel is in danger of changing from a company that did one thing exceptionally well (80%+ share in high end CPUs) to one where they compete in many markets, but are no longer #1 in any of them. Currently << #2...
So how long do we think the Intel Foundry "market price" for Intel product divisions will remain at the "TSMC price" ? Once the option to choose between IFS or TSMC is off the table (and I note the fact that TSMC requires some pre-booking to get any capacity, so you can't easily make a late...
The amount of power you can get from these wells is at least an order of magnitude too low to make a diifference. There simply aren't enough wells.
This *might* be an economically viable way of getting more use out of disused oil wells, but it's not going to move the needle on increasing power...
Private dental treatment in the UK is now so expensive (and NHS dental treatment very limited and difficult to find) that some people fly out to Eastern Europe for cheaper treatment. Yes, cheaper even after including the flights and a short stay in somewhere like Hungary. The low cost airline...
20c on the dollar is a huge amount of lobbying money to resist change and innovation. And lots of well paid jobs at risk (the possibility that some of these people might be better employed doing something more productive is always ignored).
You can also expect resistance to change on the...
Have you seen the sort of soccer players they're getting ? Same as with Japan and the US, it's end of career stars who are looking for a big, final payday and don't really care about winning major trophies any more. Money will buy you the best mercenaries (I wonder when Jose Mourinho might go to...
This is an interesting insight.
Intel in part became hugely successful through its ability to hoover up almost all the profits from the PC industry. But low margin customers doesn't leave any room to squeeze further.
On the other hand, TSMC's customers are mainly running high margin...
The funny thing is that last time I checked the Intel financials it was CCG (PC side) that was making the bulk of the profits and DCG (servers) that was under-performing [I may not have kept up with the latest BU names here]. So while what you're saying makes perfect sense to me, it's not the...
Historically true, but given Intel's recent financial performance for its data center products (recall that this used to be the golden goose only a few short years ago), I don't think they have as much margin to play with in servers as you suggest. Surely, cost matters for pretty much all...
They'll be going after lottery winners next following this logic ...
I have some instinctive distrust of very large organisations, but there's a difference between intervening to correct actual market manipulation and acting vindictively or out of jealousy simply to punish success. The US...
Some of the values may be over-inflated right now, but what is astonishing about the "top 10" companies table is that the top 5 are both American and less than 50 years old. Roll back 30-40 years and this list was dominated by older, established companies like oil majors, banks and pharma...
This again raises the question: what if they [Intel Foundry] don't (or can't) ?
We're repeatedly told that Intel will switch back from TSMC silicon at the earliest opportunity (their massive internal fab investments make no sense if this isn't true). But the design teams have only just...
Assume "San Francisco" is really "San Francisco + San Jose" here. Would be interesting to see the relative breakdown between these.
Also to know exactly what qualifies as a "startup" here. Are these only heavily high tech companies ? Also fin tech and crypto ? etc
