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I think you highlight all the correct challenges and options. I can't imagince Apple or Intel confirming details unless there was a Political reason to do so .
What I do know is that is will be a small portion of what Apple makes as a test case to start. What I also know is that it is VERY...
DC CPU Share loss was higher than expected. Intel gained share in desktop but also lost share in Notebooks.
DC roadmaps can be very slow to change. As an example, Some intel people were predicting 2 years ago that AMD would get 50% of DC CPU revenue share in 2027 (looks like they were correct)...
nothing in here says A21. it is legacy products mostly targetted at specific markets.
Also TSMC does not package phone processors. a separate company packages them with DRAM, correct?
This seems like a reasonable checkout of Intel foundry by Apple.
I have been a supplier to Apple from...
Market share numbers are in. AMD made record gains in DC CPU share..... and is selling units at higher ASP than Intel. Intel lost almost 5% share in a quarter and had a shortage of units (all DC CPUs are made at Intel Fabs).
The stock price went up 4x because IFS may have significant material...
I worked with some of the foundries over the past 4-5 years on why working with Intel would be great. UMC, GF, grace, tower.... All the companies that cannot afford to develop advanced tech should be partnering with and licensing Intel technology.... its a perfect partnership.
Before LBT...
you are 100% correct. The math is clear and has been clear since 2019. There is a reason the world went to a foundry model and then that the foundry model contracted to one successful advanced foundry. math
Excel shows this very simply
The answer is a) do not do IDM2.0 or b) get 15B in...
first time I saw 2001 was 50 years after its release .... its a good quote.
I also quote Wizard of Oz and that was made two or three years before I was born. :LOL: :ROFLMAO:
you are 100% correct.... they will be eliminated and should be
As an example. When I started in tech, I could chose circuit design based on current ratios, calculate voltage drops, add up gate leakage numbers from FN tunneling and create a set of optimized standard cells. THEN spend 6 months...
Keep me posted on which jobs were eliminated. If your primary job is to summarize and recite documentation with some significant errors. you are getting replaced by CoPilot
AI still struggles with dates, facial recognition ..... and using company sales pitches, facebook and reddit as a...
I looked at some of the data. I think we need to confirm that the lifetime is 1-3 years. I do not believe this is correct. NVIDIA shares the info with customers obviously
I would look at actual FIT rates.
Well put.... 100% agree and I have heard the same.
I think LBTs changes are culture and tactics. the strategy has a ton of sunk cost at this point. Pat built out buildings, signed agreements for funding, spent tons on process development. Even if that is not the right strategy, the costs are...
There are details to this. It will be interesting see when the timing and volumes become public. The Stock might hit 1000 before any details come out. :LOL: :ROFLMAO:
Intel has been using TSMC for some time now. Billions in spending per year. multiple products, This is why you should always have multiple vendors and a internal vs Exterrnal discussion on each project.
I agree everyone is very critical of Internal supplier. Some external suppliers are better...
One thing to ask: Is the Intel Product group happy with IFS as a supplier right now? Are they happy with the supply and planning and delivery? How do they score IFS vs TSMC as a supplier?
How does Intel get revenue from this? we dont have any details so what is your model? Getting Tesla to pay Intel R&D costs would be HUGE benefit to Intel.
They are still getting approval for the site. So this is 2030 production at the earliest... 14A will be mature by then.
