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yes. historically, when Intel does not mention a product at earnings, it is not good. I have never seen a more complex product build from Intel than what they are trying to do with CWF. I guess Diamand rapids is similar but at least it go mentioned.
If Intel wanted to sell off IFS, The government would be able to buy some stock at 20/share. That would be great for USG and If Intel wanted to sell IFS .... that would not stop them.
I dont think an IPO is possible for a company with 10B in losses per year, Massive upcoming depreciation...
Correct me if I am wrong:
The Chips act grant to Intel is cancelled. replace with stock investment (best deal ever for both sides)
Intel can sell off IFS. In fact the USG gets rich if they do (they have warrants at 20/share if Intel loses controlling interest). USG makes 10s of billions if IFS...
Interesting call. The 10Q has some details on the ireland agreement and why it needed to be ended. The financial impacts show up in Q2.
Intel is adding Capex for 10/7 as well as Intel 3 and 18A. I also think he he said 18A volume increases 6x??? in Q2 over Q1 leading to lower GM.
Looks like...
I think you are confusing some comments like I did until I was corrected last week.
1) Terafab in Texas is not a terafab. it is an R&D center. It will take 2-3 years to build. Proof of concept 25B total
2) Terafab dream is that Musk needs more chips than the Entire ecosystem today to build his...
Well its just 3B this year to start. They will get a building and a start on tools.
We still dont know the process or what the plans are and 1K wafers aint much. You can do processing at the equipment vendor to start. I imagine musk is going to think outside the box on this deal (partner with...
Good info on Terafab. 1000W per month is fine for a small R&D pilot line. 3B should be good for initial spending.
He wants to have Internal capacity to support his projects since external fabs cannot. This is a good reason to use IDM model. Maybe even a TI like Fab Lite deal.
14A has a...
I was blessed to work on multiple generations of Itanic as a product manager.
One thing to note on this .... there was not "one" Intel opinion on how and where to prioritize or market Itanium. Pretty divided camps (I was in the Fab so I got to hear multiple BU opinions).... And then theres to...
Is Intel regaining market share? we should know this week
Question: If IFS gets 3 large customers. total revenue = 5B/year. and IFS has losses of 2-3B per year through 2030. [hypothetically] .... Is that a good thing? should they continue?
Intel capitalizes equipment related service contracts like everyone and building improvements. I am not sure of any "operating expenses" that are capitalized.
Just as an example: I would guess that If Intel did no new nodes in production (just R&D) and no new wafer volume expansion. the Capex...
those are great questions. They were asked in a emotional manner at last earnings report by analysts
Our model based on some inputs from very wise people on this site and inputs from people who know the Intel fabs:
1) Intel 7 demand is vert high for both client and server. 85+ of Intels sales...
All my spreadsheets are forward looking. DZ specifically said IF Intel has to spend to ramp a customer for 14A it would HURT their chance for breakeven. Sometimes AI is not the best summary of what is actually happening LOL.
If there is tons of demand out there, they would have to start...
I am a big fan of this chip. Our cost model shows it to be cost effective and able to replace Intel 7 and older chips (which still dominate volume at Intel and are part of the Intel Fab constraint)
Panther lake is a strong chip but the cost and price are very high and limiting volume.
What’s...
Intel is developing technologies. They just need to double the volume and significantly improve the outs per tool at Ireland (Intel 3) and Arizona (18A). If not it will be IBM2.0 (advanced technologies at 2x the cost).
Lets see what they say next week
just saw this link. This is part of the roadmap discussion (support for old sockets). I also heard meteor lake is down to trivial volume.....
It feels like LBT wants to do All products all the time (new, old, refresh-refresh) . The days of pushing people to new nodes and products are gone...
Intel is still giving quarterly roadmap updates to customers similar to before. Those are under NDA but they pop up on the internet every once in a while (Usually in May/June around Computex)
That said, I understand he is still poking at the roadmap and there may be changes so he doesnt want to...
Do we know how much Rapidus actual has spent already in Japan?
For example, We know a little over 20B has been spend on Intel Fab 52, 62 combined so far. But that is not greenfield
