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These regulations are nonsense. You can sell to non restricted countries and Nvidia does not have to monitor who may use cloud instances ...enough already.
the capex forecast tells it all. That is why we have a shortage.
Reminder... HBM isnt the only thing short and DDR5 prices and margins have exploaded. MOST of Memory company increase in revenue is coming from DDR5 price increases, not just HBM
Good input. I have worked with a number of companies who buy from TSMC. They are amazing at finding ways to get needed output to their best customers. They have a numbers of "tricks"
Build in Ireland is ramping. Fab 52 build is ramping (Partners own rights to half of those). Oregon is useful if Intel keeps doing process development (and they actually have some volume running there)
Fab 62 shell and Ohio build is wasted at this point. Israel build is wasted at this point, New...
People want Intel 7 and not Intel 3/18A. Intel apparently took down capacity on 7 with the idea people would move to 18A. Then financial reality set in.
Meanwhile continues to outsource to TSMC, Intel 7 is constrained, 18A fab is half loaded. All this was before memory constraints. Now it is...
I think they are doing some of that. But remember the margins are higher on Intel 7 products. I think you have have mentioned Wildcat lake can change that for lower end and I think that is a great insight.
Intel just launched Bartlett lake on Intel 7 .... Socket 1700 replacement CPU??
One...
Its very simple. Who will be easiest to work with? People are quietly making decisions in the background.... some with my advice LOL. Electronic consumers are in the US.... but Electronic supply chain is not based in the US.
In the 90s and most of 2000-2010, Intel forced people to move. It wasnt bad, they got a better chip, that was cheaper for us to make. same price to them. So converting capacity from n-1 to N was constant. DZ showed graphs of this a year or two ago.
I wont go into the details here (I have...
Any technology not yet running in production is always a great technology ahead of schedule with perfect PPA. Its when we start making wafers that things fall apart.
And no, 14A will not sell any production wafers or Intel products in 2027. I am sure they will say its manufacturing ready and...
I published an update on what caused the shortages, where they are and how they can .... or cannot be fixed.
www.mkwventures.com or https://mkwsemiconductors.substack.com/
Spoiler alert: Plan to introduce new technologies and push people to them. People dont want the new products and they are...
So the US has to approve any shipments from any country???? The US does not have that authority. this needs to stop
Oh wait. you have to follow the rules or the US will Bomb you and then put in a 1000% tariff on you.
You can only embargo countries who cannot do it on their own. Otherwise it is...
As I mentioned on Linked In and was discussed here a feww weeks ago. The capacity constraint is Intel 7, Not 18A and not TSMC. Apparently Intel made some decisions expecting Intel 7 to move to TSMC and 18A and this did not happen.... so they are adding Intel 7 capacity now. and it should be...
This is true. but since 2025, do you think that IFS has improved its reputation with constraints, yield, costs, and Intel continuing to outsource to TSMC going forward?
Which brings up a question: Why do you think intel choose to use N2 Nova lake for 90% of Nova lake wafers (CPU die)?
