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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)?
Intel offered it heavily to any and all takers in 2021-2024. Why were there not takers? what has changed? Why is Intel still planning to have 25-30% of its silicon external in 2029
18A planned peak is in 2030. by the time any external customers ramp, 18A will be pretty mature
I still think is should be unacceptable to have that name and be on the Intel board. I literally screamed when he was announced.... I thought they brought back another Intel relic from 1990s (even though I like CRB and I am an Intel relic from the 1990's)
excellent point. and Israel is still a major fab site and malaysia and vietnam huge AT sites. There are reasons for different countries.... but not sure another state in US is needed. it was granted based on PG thinking Intel needed 8 more fabs and Ohio giving huge financial support. Its half...
As I mentioned previously. Before Intel can need Ohio, They need to fill Fab 52 (not filled yet) and finish tool out and start to ramp Fab 62. Intel demand does not require those yet.
This timeline (2030) is based on comments made on this site. IF someone signs up a design with Intel, then it...
Love the pictures.
My recollection is the XEON 6 ecore is Sierra Forrest is Intel 3 process. I heard sales were very slow/low compared to plan. It was launched almost 2 years ago
I am assuming XEON 6+ is Clearwater forest which is 18A process (announced here, not launched yet and no date for...
Old comment "As I have mentioned like a broken record, Intel was prioritizing AI accelerators in 2010 and had multiple projects working and prioritized. They made multiple acquisitions."
Sorry, to rephrase: As I have mentioned like a broken record, Intel was prioritizing AI accelerators in...
As I have mentioned like a broken record, Intel was prioritizing AI accelerators in 2010 and had multiple projects working and prioritized. They made multiple acquisitions.
Somehow, the products have been incredible delayed and as a result incredibly off base on specs. Most were cancelled. I...
I think LBT has helped on the program managers. I am ok with a program manager. having 6 for one platform.... and having chief of staff for a couple of them..... and having " assistant to the program manager" (jk) was excessive.
by all metrics Intel was overstaffed at all positions. I firmly...
I have said that the largest improvement in profits for DRAM companies in 2026 is DDR not HBM. All prices are skyrocketing.
HBM is obviously important but do DDR is most of the profit.
the key is clear expectations, quick review, quick decisions, no do overs.
If you don;t want a fab or Datacenter in your area fine.... Other people do. If not in the US, we can build in other countries.
LBT has done some amazing things on financing and culture change at Intel. But IFS execution to goals since 2021 is not good.
No customers (except USG in 2030)
No external revenue
Spending and volume on TSMC is not decreasing (Thank goodness... its keeping Intel alive)
IFS is constraining...
there could be any number of reasons.
they need the performance
The HP cell has better stability, lower error rate
The layout did not show a penalty for a larger cell. using a HD cell to save 1mm2 might not be a good idea. with chiplets and dummy silicon you could end up with no penalty.
I...
So Intel's IFS margins are NEGATIVE 50%. 18A is listed as a headwind to margins. Ramping 14A will hurt margins according to CFO
If IFS had 50% more revenue .... at zero cost.... they would not break even. If IFS had 100% of Global foundries revenue.... at zero cost.... they would not break...
I do think TSMC will continue after 2028 with or without chinese invasion.
If China invades, Semiconductor availability will not be a top 10 concern for me. TSMC customers will have more issues than Fabs. Most TSMC wafers or even packaged chips are not sent from taiwan to the US.
I am not an...
People are free to buy chips from Intel Samsung or GF if they are concerned. Personally I recommend buying from Taiwan Fabs .
What do Lisa Su and Jensen Huang say about the risk .
Countries should do what they do best. They should not do what others can do best. I still think my freshman econ teacher was correct.
The tech economy was built on utilizing what the US does well and what Asia does well.
BTW: Even at the exact same price/cost, Asia is currently a much...
