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Intel capitalizes equipment related service contracts like everyone and building improvements. I am not sure of any "operating expenses" that are capitalized.
Just as an example: I would guess that If Intel did no new nodes in production (just R&D) and no new wafer volume expansion. the Capex...
those are great questions. They were asked in a emotional manner at last earnings report by analysts
Our model based on some inputs from very wise people on this site and inputs from people who know the Intel fabs:
1) Intel 7 demand is vert high for both client and server. 85+ of Intels sales...
All my spreadsheets are forward looking. DZ specifically said IF Intel has to spend to ramp a customer for 14A it would HURT their chance for breakeven. Sometimes AI is not the best summary of what is actually happening LOL.
If there is tons of demand out there, they would have to start...
I am a big fan of this chip. Our cost model shows it to be cost effective and able to replace Intel 7 and older chips (which still dominate volume at Intel and are part of the Intel Fab constraint)
Panther lake is a strong chip but the cost and price are very high and limiting volume.
What’s...
Intel is developing technologies. They just need to double the volume and significantly improve the outs per tool at Ireland (Intel 3) and Arizona (18A). If not it will be IBM2.0 (advanced technologies at 2x the cost).
Lets see what they say next week
just saw this link. This is part of the roadmap discussion (support for old sockets). I also heard meteor lake is down to trivial volume.....
It feels like LBT wants to do All products all the time (new, old, refresh-refresh) . The days of pushing people to new nodes and products are gone...
Intel is still giving quarterly roadmap updates to customers similar to before. Those are under NDA but they pop up on the internet every once in a while (Usually in May/June around Computex)
That said, I understand he is still poking at the roadmap and there may be changes so he doesnt want to...
Do we know how much Rapidus actual has spent already in Japan?
For example, We know a little over 20B has been spend on Intel Fab 52, 62 combined so far. But that is not greenfield
Need a AI meme of Musk saying how he will use a ""LASER"" to blow up the world. Maybe a "Mini Musk" too. Playing the part of Robert Wagner has to be Trump.
In my world, Yes. Dreams and aspirations give a early bump.. maybe it lasts, maybe not. I am not forecasting stock price. I am forecast whether someone will be succesful.
In the real world: People buy stocks based on dreams and hopes and what ifs. Then say "what about Amazon?, What about...
agreed.. Add them in as a customer. but you need to look at margins. Product group would need to keep margins at their level AND add 14B to IFS revenue at 50% IFS margins for IFS to break even. That means >20B in additional CPU sales. Should be very possible except somehow Intel continues to...
Lets compare what is happening vs exagerrated stories on Terafab.
Musk has committed to build a 25B factory in Texas with colocations of logic, memory packaging and mask making. this is called Terafab. This makes sense althought low volume IDM is a very bad idea, but only if you care about cost...
I have investors who have done extensive analysis on SOTP valuation:
IFS: Negative cash flow, huge negative margins, huge sunk capital, massive depreciation future (made worst by accounting changes). Generally valued near zero or lower. Generally they follow up with a questions for me "I dont...
IBM has a reputation for Process technologies. Very expensive and not very manufacturable. This is what GF saw. GF could not afford to take IBM technologies anymore.
Another "I" company has that same reputation today.
When will IFS break even should be the question. DZ has answered this and what happens if IFS gets customers for 14A.
Maybe the stock is skyrocketing because deals are in place..... but can IFS make money?
Again with the assumptions on Intel role. Is there ANY Indicator that says wafers will be started at Intel factories? Is there a reason to believe it wouldnt be a Licensing deal for 18A/14A (which would not be a massive revenue help)
I will leave the Terafab PR to Musk, But Musk companies are...
Couple Items:
The Fab 34 Apollo deal does not change Intel capacity. Intel was the only customer. Intel is given cash to Apollo to go away
I think Intel made announcements on the plans for Ohio about a month ago. It was a push out or clarification on pushout. 2030 best case. I am not sure if...
I (and many media people) total missed that. thank you.
So terafab is all things, everywhere, all at once..... but it doesnt exist yet.
Lets wait until someone presents a actual agreement and committment.
This is actually good for Intel as they could possible unload all their unused shells...
