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Zinsners commentary is always awsome and spot on. He and LBT really understand what Intel's cultural problems were and I hear that he has addressed them.
Yup that is it. Basically PG said to replace Intel 7 with Intel 3.4.18A. Demand never showed up (3 is the biggest issue for servers). Intel 7 went up. People love intel 7. this was highlighted multiple times since Jan 2025.
Again, I made the comment before, Intel used to force people to new...
@floppydisk
seeking alpha is what I use (only good reason to use seekingalpha). If its still free
intel site video https://bofa.veracast.com/webcasts/bofa/globaltech2026/dwAy82.cfm
UPDATE: I just listened to audio. As I mentioned before, Intel is RAMPING Intel 7 wafer starts in 2026. In 2027...
FYI: As I have mentioned before, GPUs were a huge push at Intel around the same timeframe. Many people thought GPUs were the future of all compute, especially data center. Also the AI future was heavily discussed.
I am told CUDA was a big differentiator. But I do know that Intel executing GPU...
So Micron, Hynix and Samsung DRAM market share are about they same as they were 7 years ago. Correct? and the HBM market share for Micron is about what the DRAM market share is (only outlier is Hynix having the dominant lead). Micron was way behinf 3 years ago but fixed that.
With all of the...
TSMC is a huge partner. enabling Intels roadmap.
We can call them competitors when Intel revenue from external wafer sales is >purchases from TSMC. Right now it is over 10 to 1 on purchases from TSMC
I am a fan of sovereign wealth funds to grow new industries (not buy into a bubble at its peak)
is it a one time 50% stock tax LOL?
and we all share the Profit and loss of OPEN AI and Anthropic .... YAY!
I think LBT did a great summary on this. First window was clearly missed for 18A.... everyone looked.... everyone passed. there is a lot of follow on opportunities for 18A for next 3-5 years
and LBT is trying to hit first window on 14A. I cannot imaging a company prioritizing Intel over TSMC...
the revenue would indicate that there are no large volume packaging projects for other companies in production as of Q1 2026. I am sure they are working details on packaging development projects and addressing the challenges.
If you told me to do a package as complex as Clearwater Forest using...
I cant give exact numbers but, no, we cannot assume yield is 70% to 80% today. But your equation is correct. you are on the right track!! :ROFLMAO: :LOL:
100% agree
the shortage gives them the leverage to push people off of 7 (there are people on 10 too). they we can see if they can make 18A cost effective with higher volume.
FYI: one way to track this. In future we will know that there is success when Intel states that GM improved due to...
Interesting points on this. Couple items:
1) TSMC does put HBM packages assembled by others onto CoWoS. They do not put logic die from other fabs on their packaging
2) One technical note for TSMC reasoning. It can be very difficult to control advanced packaging of logic die if you do not...
@hist78
Exactly: I can tell you that the yield in May 2026 was the yield (DPW) in May 2025 multiplied by 1.07^12.
After looking at all the data in retrospect, the initial yield, the yield learning rate and the current yield are not really that far off from the Plan of record. In May 2025...
you are going back to the past. In the past, IFS was a cost center with zero P&L. All costs and losses were allocated to BUs.
As part of the agreement with Pat to have Intel continue to do manufacturing internally (BUs did not want to do it based on poor costs and poor delivery). the...
As I mentioned before, to my surprise, the yield did increase 7% per month over the last year (1.07x mor3 DPW each month). The yield intel tracks is Panther lake CPU at wafer sort. There are still packaged unit losses after that and binning
I dont recommend try to get too into arguing the...
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
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...
