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I believe the agreement is to have the machines ready before we release the funds, rather than providing funds upfront for you to purchase the machines. This is not about the speed of Intel’s construction; Intel has slowed down their process due to a lack of orders.
just guessing:
Former Intel CEO Bob Swan committed to a large quantity to 3nm to secure a special discount from TSMC. However, after Pat Gelsinger took over as CEO, he reduced the committed quantity significantly.
Later, Intel faced more challenges than Pat thought, and Pat returned to TSMC to...
Tariffs on chips are more complex than they seem. Are they on wafers, chips, or products like laptops and iPhones that contain them? What about AI servers chips made in Taiwan but AI system assembled in Mexico, or Intel chips packaged in Malaysia for laptops made in Vietnam?
It’s not that simple.
If IFS or Samsung Foundry need five significant orders to improve yield and other critical factors.
Would you want to be the first one?
If only two customers place large orders and no one else follows, those first two will bear the risk and potentially suffer.
Why would...
Many people and media, especially lower-level employees, believe that TSMC’s success over Intel is due to hard work. While hard work is one of the factors, it’s not the main reason. UMC employees work hard as well, but you don’t see UMC outperforming TSMC.
agree. $40 is easy and $60-80 is highly possible.
If Intel make their production back from TSMC in 2027 that means IFS is good enough to spin off.
If not, Pat is going to step down any way and new CEO will spin off Intel as well.
Intel's design worth $40 per share alone but they need to spin off manufacturing.
I plan to buy in 2025-2026 at a cost of $15-$19 and wait for spin off.
AMD IC design in 2009 was a lot worse than Intel IC design 2024. AMD IC design in 2009 was bad but didn't need a lot of money to survive.
However, although the money required to maintain AMD's manufacturing operations in 2009 was substantial, it was still considerably less than what Intel's...
2009 GlobalFoundries vs 2026/2027 Spin-off Intel Foundry Services
Which is more challenging to survive?
I'd say IFS is more challenging because it is harder to secure customers for advanced nodes.
In contrast, GlobalFoundries' mature nodes have an easier time attracting customers.
Intel Foundry and Samsung Foundry lack of sufficient customers. This is more of a postponement rather than a delay, as proceeding on schedule would result in greater financial losses.
At first, Intel came out as new and an additional competitors that could hurt TSMC. However it turn out
Intel and Samsung now have to compete for a limited pool of customers and orders. This has reduced the economic scale of the second-largest foundry compared to before. which hurt their...
