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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.
I cant share all the details on the Intel 7 capacity. But it was a significant write off (look at 10K last two years). now they are adding capacity
Intel is constrained. AMD does not appear to be constrained. AMD is growing faster percentage than Intel. AMD is not seeing increased demand for...
From POC to manufacturing is more than 8 years. and this POC was done in a lab, not a fab. I have a detailed lifecycle that expalins why.
Everyone is working on 3D DRAM and has been (as mentioned) for 5-10 year. the issues from my inputs are Cost and performance. Cost needs to be an advantage...
some of it (7/10) was de-installed. and you cannot write down equipment that you know yuo will use. Intel spent the money on Intel 3/4/18A and buildings. those did not ramp like expected. Now they have a chance to fix this and "force people" to Intel 3/18A. I am looking forward to AMD telling...
The issues is the market. you can count cores but we need to look at the number of servers CPUs being sold. Obviously cores increases.
If Intel is selling less CPUs (and Q1 2025 was not a high mark for Intel CPU sales). Then it means the CPU market is not increasing dramatically or intel is...
it is in the 10Q (see below). So CPUs are down and price is up and Intel is constrained through 2026 by internal capacity issues. Correct?
FROM 10Q
DCAI revenue increased $926 million from Q1 2025, primarily driven by $696 million of higher server revenue due to a 27% increase in server ASPs...
So according to Intel they sold LESS DC CPU processors in Q1 2026 compared to Q1 2025. The increase is revenue was do to price adjustments (27% increase in prices). I am still trying to understand this whole shortage thing. It looks vey much like the wrong supply on the wrong processor at the...
