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Lets look at the positive to help Dan avoid a "cease and desist"
Samsung is building factories in the US. This is good for the US.
By next year, I think Samsung will have added more advanced capacity than Intel in the US since 2021.
Samsung may struggle with yields but that is a samsing...
I wonder what the investors and board are planning. I worked as a consultant for a startup once.... they got 10M (it was a lot for us) investment, But the requirement was that they immediately lower the burn rate by 50%. Turns out consultants are the first to go :ROFLMAO: :LOL:
You may be right... Lets see what he actually does vs his hype. How big a factory does he plan? What technologies does he actually plan to ramp.
And yes he is a carnival barker imho. No one is going to mars and the terafab, if it is built, will be smaller than tsmc fabs. just ask him for...
I just talked to a couple people about terafab. A model/scenario to explain it that makes sense (just a hypothesis)
1) Terafab is not a massive general purpose Fab. It is a custom fab for tesla/spacex unique parts. foundry doesnt work for custom or unique low volume products. IDM works for...
Another unclear, irrational ban (kinda, maybe, sort of). Is it based on COO? or owner of company? or where it was designed? but old slower routers are OK?
"We are from the government and we are here to help"
actually some of her content has been good over the years. but it is getting to be more AI content and marketing hype.
The first tool was in Oregon. Last time I checked it was not being used in Arizona.... but I am not sure what has changed. Fab 52 volume is not higher than TSMC Arizona volume...
I disagree, Nvidia should not know what people are doing with it. Its like saying GM should know that people are using Cadillac escalades to sell drugs.
if its illegal to sell a server or GPU to China, punish the company that did that (only if they are under your jurisdiction). Not the one...
Musk has done a lot of things that I thought were impossible.... so he gets the benefit of the doubt. .... but lets start with basics:
If you are building a Fab, you need to know tools, to know the tools, you need a process flow and timeline.
What is the process, what are the tools and what is...
IF elon decides to actually build out his manufacturing, it will not be available until 2029-2031. By then, world trade will be quite different.
How hard can memory be?: Most LEADING memory companies folded due to financial issues.... it must be difficult.
Musk wants to be a IDM like IBM...
Fab 52 is running at half of planned capacity, correct? You do know the wafer starts per week and the output vs planned capacity, correct?
Intel shortage is on Intel 7, Correct? CFO stated the shortage is on Intel 7.
the situation will improve in Q2.
These regulations are nonsense. You can sell to non restricted countries and Nvidia does not have to monitor who may use cloud instances ...enough already.
the capex forecast tells it all. That is why we have a shortage.
Reminder... HBM isnt the only thing short and DDR5 prices and margins have exploaded. MOST of Memory company increase in revenue is coming from DDR5 price increases, not just HBM
Good input. I have worked with a number of companies who buy from TSMC. They are amazing at finding ways to get needed output to their best customers. They have a numbers of "tricks"
Build in Ireland is ramping. Fab 52 build is ramping (Partners own rights to half of those). Oregon is useful if Intel keeps doing process development (and they actually have some volume running there)
Fab 62 shell and Ohio build is wasted at this point. Israel build is wasted at this point, New...
People want Intel 7 and not Intel 3/18A. Intel apparently took down capacity on 7 with the idea people would move to 18A. Then financial reality set in.
Meanwhile continues to outsource to TSMC, Intel 7 is constrained, 18A fab is half loaded. All this was before memory constraints. Now it is...
