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  1. M

    Why Intel Still Trails TSMC In The High Stakes Foundry Race

    You nailed it..... that is exactly the challenge IMO. they need billions more in revenue and competitive wafer costs. Intel understands this challenge and knows the exact numbers needed to be successful. .... no one is sure if they can hit them but we will see
  2. M

    Can Intel Save America?

    All I know is Intel somehow shrank its business during one of the great booms in compute history. everyone else grew massively. My point is that America doesnt need Intel to be saved..... Intel needs to see if it can join the massive success of all the other great American companies and the...
  3. M

    Can Intel Save America?

    even without Intel, America is doing amazing in tech. Nvidia, AMD, Apple, Broadcom, Qualcomm, Micron, Google, Facebook, Microsoft, Amazon, Tesla. All are dominant and growing and leading the world as much as anytime. As far as fabs, Micron is building, TSMC is building, Samsung is building...
  4. M

    Why Intel Still Trails TSMC In The High Stakes Foundry Race

    Intel has a N2 like technology and chose TSMC N2 for nova lake for PPAC reasons, not capacity (per Intel) The two questions that need to get answered: Can Intel get external customers as needed to pay for development (2B per year next year, needs to be 15B per year in 2032) (per Intel) Can...
  5. M

    Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO

    But but but..... taiwan will be invaded and destroyed by then. this is going to happen in the next 2 years LOL :LOL: :ROFLMAO: Obviously Jensen and Lisa Su do not understand Taiwan like the "experts" do </end sarcasm>
  6. M

    Intel Roadmap Leak Hints at NVIDIA GPUs in 2028 Titan Lake-B/BX; Hammer Lake May Revive Hyperthreading

    great info ... thanks!! I said this is the leak season going into computex! I havent seen the customer roadmaps leaked yet with timing for launches .... let me know if you see those posted somewhere.
  7. M

    Intel 10% by 2030 still?

    I really like your model, I have one in excel that is simpler that I have used since 2020 for IFS but yours is better thought out from a product revenue point of view I think at a very high level, simplisticly, your model hits the nail on the head. IF IFS is break even next year AND gets 2B...
  8. M

    Why Intel Still Trails TSMC In The High Stakes Foundry Race

    This is a little incorrect. Obviously the % depends on design and chip size etc. But the yields were obviously below 50-55% in mid 2025. LBT mentioned that yields increased significantly between May 2025 and May 2026 and is now on track for target yield by end of 2026 Intel will solve the yield...
  9. M

    Elon Musk’s Terafab chip factory in Texas could cost up to $119 billion, filing shows

    I am a big fan of the Samsung Site. great for Texas and the US. Everyone has a "plan" for high speed rail. Did they spend money on useless segments where no one goes in Texas? The actual California plan is worse than any sarcastic snarky comment I could possible make. Americans are unable to...
  10. M

    OpenAI's Altman says AI unlikely to lead to 'jobs apocalypse'

    Classic response. I asked a specific question and it gave a unintelligent summary of what could happen and dumped semiaccurate data. Summarizing the internet is not intelligence. Dont get me started on how it references reddit and Facebook. AI also provides incorrect information to smart...
  11. M

    OpenAI's Altman says AI unlikely to lead to 'jobs apocalypse'

    I would be interested in a good summary of what exact jobs have been replaced. top 10 jobs that have seen 50% replacement rate. For example, I assume it replaced artists making pictures for internet articles. and it replaced coders. And paralegals summarizing case history for legal studies. And...
  12. M

    Intel's Lip-Bu Tan: "B0 you keep your job, anything about that you are fired"

    When Pat took over, the plan was 100% to end process development.... sooner than 2030 for sure. I have written on how this played out and what changed when Pat took over. The question is whether changing that plan was a good decision or not. We shall see. but at least it is no longer a risk to...
  13. M

    15 of the most powerful CEOs in tech were asked the same question: Will AI replace jobs?

    Did AI make this summary?
  14. M

    Intel's Lip-Bu Tan: "B0 you keep your job, anything about that you are fired"

    18A is cheaper per transitor at target yields than 20A. Reminder Intel 4 and Intel 20A were always checkout nodes..... I actually thought that was a brilliant idea.... get something out on 1-2 products, then optimize it. The 20A checkout option was financial disaster (due to minimal 18A...
  15. M

    Intel 10% by 2030 still?

    I think the plan was pretty clear. 2 fabs in Arizona, 2 Fabs In Ohio.... then israel then Germany. They committed to have 4 new fabs by 2026 minimum. They have one fab now, 52 doesnt hit full planned capacity until end of year. As LBT clearly discussed, that plan put Intel in a very dangerous...
  16. M

    Intel's Lip-Bu Tan: "B0 you keep your job, anything about that you are fired"

    Being at low yield, 9 months before PRQ is not really that shocking. The only shock was to people who believed PG when he said 20A was cancelled because 18A was doing so well..... it wasnt. 18A could be break even this year. we will see financial progress when Q2 results come in.
  17. M

    Intel Foundry’s Rio Rancho Facility To Become Its Crown Jewel In Production of Next-Gen Glass Substrates

    That is quite a nice bit of hyperbole. Lets get to 2B in sales external (top 20 foundry/osat, 5% of Intel revenue) and go from there. When do people think glass substrates are ramping into production (end customers buying products containing glass substrates)?
  18. M

    Intel 10% by 2030 still?

    correct and half of the external is not really external.... it is Altera. the revenue increase in Q1 2016 was due to 18A wafers being sold to product group for about 30K each and Intel 3 valume increase. All this from 10Q
  19. M

    Intel's Lip-Bu Tan: "B0 you keep your job, anything about that you are fired"

    Watch or read the whole transcript of this presentation..... not just articles and AI summaries LBT shares EVERYTHING and is very honest about where Intel was when he took over. I can tell you that It is very accurate and open. Side note: He talks about Yields going up 7% per month since he...
  20. M

    Intel CEO Lip-Bu Tan Calls Foundry a “National Treasure” as External Customers Knock on His Door After 18A Yield Turnaround

    14A starts to ramp in 2029. We will see how that affects things. PDK 0.9 is in 2H of 2026. Thanks to LBT for speaking honestly.
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