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Search results

  1. A

    Gamers Nexus: The Future of Intel

    The clean room has to be fully enclosed and operational. It is not unusual to start production before all the tooling is moved in, but all the facilities and the fab building itself must be completed first.
  2. A

    Gamers Nexus: The Future of Intel

    Back in April The Register reported: "The two facilities in Chandler, Arizona – Intel's Fab 52 and Fab 62 – have made the most progress since Gelsinger announced them in early 2021. As of December 2023, Intel revealed work on the fab's concrete superstructure had been completed. Construction...
  3. A

    Intel Manufacturing Business Suffers Setback as Broadcom 18A Tests Disappoint

    No, 20A was never planned as a foundry offering. Patrick Gelsinger's original plan shoehorned it in to run some small portion of the Arrow Lake volume. Intel wisely decided to save the cost of ramping that volume IMO. 20A did its job, which was to provide the process learning necessary to get...
  4. A

    Patrick Moorhead weighs in on the recent Intel announcements

    That would be because my brain saw what I intended to type and not what I actually typed. Thanks for pointing that out. I corrected the original post. :) When you say most engineers can't stand theory Y are you referring to managers and their need for control or are you saying that...
  5. A

    Patrick Moorhead weighs in on the recent Intel announcements

    Time will tell, but the progress on 5N4Y would seem to indicate that Intel may have put their troubles behind them. Note I do not equate the decision not to ramp 20A on a very limited volume/product mix a failure. Your mileage may very.
  6. A

    Patrick Moorhead weighs in on the recent Intel announcements

    This sounds like a McGregor Theory X kind of argument. :) The theory X managers assumes that the typical worker has little ambition, avoids responsibility, and is individual-goal oriented. In general, Theory X style managers believe their employees are less intelligent, lazier, and work...
  7. A

    Switching Jobs Only to Face Layoffs! Honest Thoughts from Someone Who Moved from TSMC in the US to Intel!

    First, thank for going to the trouble of translating this. Regarding #2 I agree to a point. The employee does need to learn the expectations of their job role when joining a new company. While they almost certainly have valuable skills, they do need to learn how data needs to be presented...
  8. A

    Patrick Moorhead weighs in on the recent Intel announcements

    I think a lot of the customization is going to be built around specific IP blocks that the chiplet approach and advanced packaging allows. From the article "First out will be a custom Xeon 6 processor on the Intel 3 node. In my conversation with Gelsinger, he couldn’t tell me exactly what made...
  9. A

    Patrick Moorhead weighs in on the recent Intel announcements

    I completely agree. The cash/volume is nice be the chance to build credibility in the ecosystem is the big win here. The deal is intended to go 5 years across multiple process technologies. Now Intel has to do what Mr. Moorhead said and "execute flawlessly—remorselessly—like it used to."...
  10. A

    Patrick Moorhead weighs in on the recent Intel announcements

    Patrick Moorhead's take on Intel's announcements Monday seems pretty positive. Intel made some major announcements Monday that I believe are positive indicators for its turnaround efforts under CEO Pat Gelsinger—assuming it can execute flawlessly on them. All kinds of rumors have been flying...
  11. A

    Intel splits Foundry from Design

    It seems that there are different types of subsidiary. It was explicitly stated that IF would be an Independent subsidiary. In that case the finances are not consolidated and the assets are completely independent. It also means that there will have to be one independent board member. We can...
  12. A

    Intel splits Foundry from Design

    You lost me here. I think Intel pretty well proved that it isn't possible to economically do leading edge technodes with DUV with their spectacular 10nm faceplant. Or are you saying that China will undercut the monetization of trailing edge processes that TSMC currently enjoys?
  13. A

    Intel splits Foundry from Design

    I believe you are correct that the fabs are only set up to run process for Intel products, but my understanding is that only the CPU (and maybe graphics) chiplets are going to run on the leading edge technode. Intel would have to make the other chiplets on their trailing edge nodes (or...
  14. A

    Intel splits Foundry from Design

    Oh and the reason I think the 50K estimate is too large is because TSMC is spending ~$12B on their AZ fab while Intel is spending ~$10B per shell on their AZ fabs. Assuming equal cost = equal size of the fab I would expect Intel to be builing fabs that have a capacity of around 20K wafer starts...
  15. A

    Intel splits Foundry from Design

    Why would you assume an Intel fab runs 50K a month? Everything I've read indicates that TSMC's Arizona fab is designed to run 20K per month. I suspect that Intel's fabs are sized similarly, especially the older fabs that have been around a while. What do your numbers say if you downsize the...
  16. A

    Moor Insights: “[if] you spin out IFS before Design & IFS is healthy, it will fail”

    Because as you said earlier "The broader point remains that there doesn’t seem to be much of a market for a foundry that struggles with delivering on time." Samsung falls into that category.
  17. A

    Moor Insights: “[if] you spin out IFS before Design & IFS is healthy, it will fail”

    Japan provided support for their steel industry by importing machinery and equipment ,implemented tax exemption measures, exempted Imported machinery from import duties along with clauses that allowed for special depreciation in corporate tax. In addition, reductions were made to the municipal...
  18. A

    Moor Insights: “[if] you spin out IFS before Design & IFS is healthy, it will fail”

    I think Intel's challenges arise from a lack of foundry knowledge/leadership, not the technology side. As a result I'm inclined to think that Intel would be managing the transition better. Not to mention another established income stream couldn't hurt given Intel's current financial issues.
  19. A

    Moor Insights: “[if] you spin out IFS before Design & IFS is healthy, it will fail”

    The issue with 10nm was not the fault of the employees failing to execute. Intel missed the 22nm launch by about a quarter, They missed the 14nm launch by about 2 quarters. Management decided that they needed to make up this gap and designed 10nm to scale much more aggressively than the...
  20. A

    Moor Insights: “[if] you spin out IFS before Design & IFS is healthy, it will fail”

    As I was looking at how the Japaneses subsidized their steel industry it became pretty clear to me that their approach is to lower the tax burden on the industry they are supporting thus making more funds available for a successful industry player to reinvest. The beauty of the Japanese system...
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