You are currently viewing SemiWiki as a guest which gives you limited access to the site. To view blog comments and experience other SemiWiki features you must be a registered member. Registration is fast, simple, and absolutely free so please, join our community today!
Intel is not out of capacity. They are slow ramping Fab 52. No timeline for Fab 62 yet. When someone says they want Intel Chips (customers not pundits). Intel will build out Fabs.
If Intel is the correct choice, people will choose Intel. Lets see what people decide to do. What does the latest...
I am just telling you they will not break even in 2027. Fab 52 isnt even fully loaded at the end of 2026. Fab62 is not tooled out in 2026.
Intel does not have plans to run anything in Ohio at this point.
yields may or may not be an issue. wafer cost on 18A and 14A is believed to be an issue
So you are saying that the Taiwan government would block someone from leaving the country because they could help an American company? Does Taiwan really block people from leaving Taiwan????
OK. lets see what the external revenue and margin looks like in the next couple years for IFS. Intel has the 5 year forecast already and DZ hinted at what it says last earning report.
As IBM and Samsung and Global found out, the goal is not be just be a leader in process node... you have to be...
Lets not make this too complex:
Pat decided to focus Intel on foundry... and believed Intel would have 5B+ in external foundry business in 2026. Intel was not a good foundry or cost effective manufacturing company. It has cost Intel 10s of billions.
When I worked in development, I was required to take work notes in a formal notebook and company policy was that it was Confidential material and IP. It is not a top secret document but it is confidential and company property. It is fairly common policy that notes made while employed at a...
100% agree.
Only explaination is that TSMC people reported him taking classified documents AFTER they heard he was hired at Intel.
Taking classified documents by people leaving their job has happened before. Maybe he has the documents stored in his Garage in Delaware or at Mar-a-lago...
After a few discussions, It looks like the issue is all about TSMC Taiwan and Wei Jen. They think he took files and downloads (lots of people leave companies and do not take files.). They are legally warning Intel about this (this is a pretty common next step by lawyers). LBT is saying they will...
Most the finances (Margins, Cash flow, NPV) for IFS are bad until they get >1 Fab worth of external customers paying full market price. 2029 timeframe.
Until then, IF IFS is sold, someone will be paid to take it (unless everything is written down like the DRAM companies did 10+ years ago). And...
Great Info. Intel needs to start small and no one would commit major line to Intel.
Couple notes:
Assuming Intel gets some customers, They will not break even in 2027 UNLESS they take a major write off before (obviously anyone can break even by writing everything off earlier)
Intels challenge...
I am surprised about this also ... LBT is the relationship expert. But I have seen these issues in both US and Taiwan companies. Hopefully this is a "pre-emptive strike". (Return documents, sign a customized NDA, we are good). There are fairly well known strategies on avoiding Issues like this...
If I was a Taiwan official, I would have said "not everyone can lower market cap of their company by 60% when everyone elses tripled.... Only Pat has ever achieved that result"
Pat....PLEASE go back to telling apocryphal stories about your time at Intel .... "I invented the number 86 "...
Its good that the roadmap changes and simpifications are now coming out. .... Ice lake is still selling. Sapphire and emerald are still highest volume sales. Sierra forest and granite are low volume and will ramp over the next 2 years. and it has been reported that Diamond rapids doesnt give...
the pricing will get wild and will be renegotiated. As an example: Spot pricing, low volume customers will get cut off. Mobile which has low prices but historically high volume will be forced to pay more, memory makers are deciding who gets memory based on market and long term growth. I would...
