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I have seen that "no B step" demand on and off for 30 years. it is hardly new
I can make a A-10 stepping (the things you can do edits are amazing)
I can ship a marginal part or do a B.... your choice
Also I can spend tons of time on presilicon or A0 Validation or speed new steppings. your...
Then you need to include all the packaging houses in the external foundry camp. In that case, IFS is not currently a top 20 source of packaging and foundry sales to other companies.
Intels internal doesnt matter. Intel cannot survive doing process development and fab just internal .... Swan...
All that has changed based on the lack of traction. the goal was 15B in external revenue. Add that to internal and IFS makes sense.
and If intel is going to claim packaging as foundry, then you need to add in ASE and AMKOR.
Intel needs 15B in external revenue to make the finances make sense...
Great input. I think most "journalists" don't know where any Musk sites are.
I love it when people tell me all the details of what Terafab will be and they have not even approved the site plan or tax abatements. Now, apparently some jounalists dont know where it is LOL
FYI: Musk has also...
I would dig into the details of what Tenstorrent is actually doing before buying them. Its hasnt been as successful as I had hoped.
On the other hand, I bashed Cerebras as overhyped for a long time.... I later found out they actually have a pretty successful niche going there.
foundry and outsourcing has less supply issues than internal manufacturing. and IDM is not able to respond faster than a highly capable foundry in actual practice. I can give tons of example and why this is true
If taiwan is invaded and Taiwan does not reach an agreement with PRC, It will make ALL of the "conflicts" of the last 40 years look trivial. Having Intel manufacture semis will not change this. 80% of all tech goes through China or Taiwan at least once.
I think trade is good and should be...
I think you are very correct in your assessment of what intel is looking at. Going from Semi Leadership to foundry to licensing has been tried before. Unfortunately the math ends up the same.
The difference today is that we live in a very strange nationalistic world ..... "profitability...
Its was a brilliant move by both sides.... incredible win win. US went from giving Intel 10B in gifts to ownership and profiting 40B on the deal. Intel doesnt have to jump through
hoops for grant money.
I had the following discussion after a client told me I was wrong on Gen 6 Xeon not being the highest Volume. AI literally makes S*&% up.
If you go to the references. NOWHERE does it state Gen 6 Volume is higher. GEMINI made it up.
Again, I had to respond to client on this.....
[ME]
does...
quick opinion poll. Which of the following is biggest impactor to actual life at the time
1) Auto
2) Air conditioning/refrigeration
3) Radio
4)TV
5) PC
6) Internet
7) mobile phone
8) AI
The team has looked at options.... so far none of them came to fruition. LBT is a smart and pragmatic man, I think he will find a way. I also still think looking at the IBM semiconductor manufacturing history for parallels may be insightful.
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...
