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@hist78 Apparently I am not smart enough to know how to reply to two comments on same message..... my bad sorry for cut and paste issue! :ROFLMAO: :LOL: :ROFLMAO: :LOL:
@siliconbruh999 Said : Well MTL/ARL are pin compatible and than PTL/NVL is pin to pin compatible LNL is different all together but Panther Lake has a selling point of the best iGPU in it's class that is going to drive sales
This is a good point and test. Apparently, at least some skus, have...
Lets see what the intel report out shows in this quarter and next quarter. Not sure all of the impacts and what changes Intel makes. I am very interested on the Brookfield impact.
some thoughts:
1) 18A wafer cost will not be equal to TSMC N2 or N3. The Wafer price charged to Product group...
Zinsner said Intel 7 cost and 18A cost are the same a while ago... things didnt work out like he planned.. Lets see what he says next week. 18A wafer cost is not I7 wafer cost
Also the 18A volume is still low .... it is not any where near 40K wafer per month at Fab 52. and then we have the...
You are correct.
Some issues
1) at least as of 3 years ago, There were LTD process integration people at Intel who said the process was fine, It was manufacturing and product mistakes. To this day, there is Intel disagreement on why things failed.
2) The first rescue mission made some changes...
Perhaps. But some thoughts
1) Intel looked at EUV before most other companies. They had it in development for a long time
2) the 10nm fiasco was blamed on EUV, but that wasnt the major issue or the main reason for 10nm delay (which is best described as a disaster, followed by a failed rescue...
Intel spent more than any company.... regardless of profit.
the issue historically is that Intel is slow to deliver, and has a high R&D cost
Intel has high Fab process development cost... tons of people and equipment.
Intel puts 100s of people on a new product idea when maybe 20 will do...
This is the fundamental problem. Times change. people need to adapt. Intel did not (well they did in 2020 but Pat reversed the decision).
When I started (late 80s). Greate compute companies had to have fabs. IBM, DEC, AMD, Intel and others. Their technologies helped differentiate. the margins...
LBT is actually giving customers what they want. Intel was previously starting negotiations with "we will let you work with IFS, if you behave properly"
That said, the Intel challenge is not capability in processing. It is financial success in foundry and being able to deliver what customers...
FYI: The ITCs (my favorite part of the Chips act) are still in place I believe. Those will drive added investment
That said, Intel does not need any more capacity at all, they need material foundry customers before 2030.
GF should acquire IFS. Not the other way around. (and both options have been discussed extensively and in detail for past 6 years).
Back to statistics. I am suprised the tide isnt lifting all boats more. Is it fair to say the wild boom is only leading edge nodes? And even there, Samsung and...
I have been to the site a number of times. Lots of room to expand around there. I am a HUGE fan of what TSMC has done!.
Right now there is one fab running and one that is tooling out, correct? everything else is a plan?
When you play the political game, you have these meetings to discuss
1) What does trump want from Intel: Committment to America First and Trump Shout outs.
2) What does Intel Want: Trade support, Less regulation, less tariffs.
Then they discuss Niners vs Eagles and eat Mcdonalds.
There is no "another USG investment in Intel" that I saw? did i miss it???
LBT is the deal maker. Stock more than Doubled since he took over. great job vs previous CEO having stock price below book value due to incredibly shaky balance sheet. Go LBT.
Panther Lake is a good chip on a very...
to understand the long term impact, I think we need to understand two things
1) Where is it working today well? Give examples. is it eliminating jobs? is it changing how jobs are done? is it creating new jobs
Coding, Quick summaries of Internet information, quick help on basic information on...
exactly. Most of the time it is based on control .... but I worked with a company where the customer owned the WIP in the factory (not a fab). you could pay a higher price and the manufacturing company would own it. essentially consigment.
