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The title says about Andy Grove wisdom but the actual text is about Nelson Mandela's wisdom. Do I miss something? Do you have the link to the original article?
In terms of volume, potential server or AI accelerator orders placed by Microsoft or Amazon at Intel Foundry likely won’t be significant.
Assume Microsoft needs Intel Foundry to manufacture one million units per year of a particular in-house designed server CPU, and assume a 12-inch wafer...
"May 13 (Reuters) - The volume of processors Intel (INTC.O), is set to produce for external customers using its upcoming manufacturing technology is currently "not significant", finance chief David Zinsner said on Tuesday.
Committed volumes, or the amount of external customers' chips set to be...
If divorce is a bad term, Intel can call it "strategical realignment".
From Perplexity:
"Strategical Realignment: Definition and Purpose
Strategical realignment is the process of reassessing and adjusting an organization’s direction, structure, and priorities to better match its external...
While Intel is keeping a lot cash reserve, it's not sufficient to support or justify the IDM 2.0 business strategy, especially on providing foundry services to external customers. Otherwise it could have kept German and Ohio fab projects at the original timeline.
"After Intel shuts down 3 or more older fabs, which is a historical process that comes around every 10 years or so, they will start to recover financially"
How significant do you think in terms of cutting down the cost?
I think Intel's old fabs have fully depreciated. If Intel Foundry wants...
In January 2023 Intel changed its equipment depreciation from 5 years to 8 years (TSMC sticks to the 5-year depreciation schedule) in order to make Intel's financial statements look better.
It may cosmetically make Intel's cost lower than it should be for the first five years but cause higher...
Following Daniel's lead, I uploaded TSMC's 2024 annual report to Google NotebookLM and created a 20-minute audio summary. The link is listed below and the audio download might be slow.
https://notebooklm.google.com/notebook/1744d6e9-7bc4-4877-b726-6bddaf7edb50/audio
To make matters even more confusing, Apple iPhones utilize the Apple A* series SoCs. The iPhone 16 Pro and Pro Max, released in 2024, are powered by the Apple A18 and A18 Pro SoCs, which were designed by Apple and manufactured using TSMC's N3E process.
The Apple A18 outperforms the A17, which...
Yes, they are cutting edge, especially for IBM itself. But does that really matter?
I felt a bit sad when this IBM news announcement mentioned the US Social Security Administration and the famed Apollo space program as examples of IBM mainframe users. The reality is, IBM’s mainframe customer...
I was wondering where the author got the information about '24' new fabs. Could it be that Fab24 at ESMC makes the author believe there are 24 new fabs under construction?
I'm wondering where those external customer orders coming from for 2023 and 2024. Why did they all (almost) stop placing orders at Intel Foundry during the first quarter 2025?
Sooner or later, Intel must make a decision about the Intel Foundry for external customers business approach. Financial discipline and business justification must be the most important guiding principles.
The type of services Intel Foundry provides to its external foundry customers to receive this $31 million is important. For example, is IMS Nanofabrication's mask-making revenue included in this $31 million? Intel Foundry’s $31 million in revenue from external customers in Q1 2025 is quite small...
The audio replay can be found here:
https://edge.media-server.com/mmc/p/ot7cpdai/
Intel CEO Lip-Bu Tan said in the conference call that he recently met with TSMC CEO C.C. Wei and discussed further collaboration between their companies.
Intel Foundry posted a $4.7 billion revenue but offset by the same amount of intersegment elimination (revenue generated from the Intel internal customers). That means Intel Foundry had a very small amount of revenue actually came from external customers for Q1 2025.
