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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...
One other item:
In past comments, I said intel had this problem of people wanting 7nm product and not Intel 3 product. And Intel cannot force them to the new node like in the past as they could just jump to AMD
With a DC CPU shortage, Intel now can force encourage them to Intel 3 products and...
Some notes on foundry:
revenue went up 800M YOY based on higher wafer prices for 18A, Intel 3 wafers.
Costs went up 900M YOY based on higher wafer costs and spending for 18A
Total loss went up YOY from 2.3 to 2.4B (details in the 10Q)
According to Intel, Wafers are sold to the product group at...
lets see what AMD reports out. IMO, Intel Products should be worth more than AMD (Higher revenue and margin). Even thought AMD has AI GPUs and Intel does not. Intel needs to turn IFS from an anchor on earnings and cash flow to a benefit.
LBT has absolutely taken Intel from a survival question...
This is a new economy..... Its not about Revenue or earnings or free cash flow .... its about aspirations and affirmations. Terafab is going to spend 5 Trillion. Intel will get like 2-3 Trillion of that. Is 92/share too much to pay for a company with trillions in revenue ???? :ROFLMAO: :LOL:
The inflation is tracked by area (including health care, insurance, food, cars, housing) and those numbers are broken out.
Also, there are Non-government trackers that report out numbers as well. Some areas go up more, some less.
yes. historically, when Intel does not mention a product at earnings, it is not good. I have never seen a more complex product build from Intel than what they are trying to do with CWF. I guess Diamand rapids is similar but at least it go mentioned.
If Intel wanted to sell off IFS, The government would be able to buy some stock at 20/share. That would be great for USG and If Intel wanted to sell IFS .... that would not stop them.
I dont think an IPO is possible for a company with 10B in losses per year, Massive upcoming depreciation...
Correct me if I am wrong:
The Chips act grant to Intel is cancelled. replace with stock investment (best deal ever for both sides)
Intel can sell off IFS. In fact the USG gets rich if they do (they have warrants at 20/share if Intel loses controlling interest). USG makes 10s of billions if IFS...
Interesting call. The 10Q has some details on the ireland agreement and why it needed to be ended. The financial impacts show up in Q2.
Intel is adding Capex for 10/7 as well as Intel 3 and 18A. I also think he he said 18A volume increases 6x??? in Q2 over Q1 leading to lower GM.
Looks like...
I think you are confusing some comments like I did until I was corrected last week.
1) Terafab in Texas is not a terafab. it is an R&D center. It will take 2-3 years to build. Proof of concept 25B total
2) Terafab dream is that Musk needs more chips than the Entire ecosystem today to build his...
Well its just 3B this year to start. They will get a building and a start on tools.
We still dont know the process or what the plans are and 1K wafers aint much. You can do processing at the equipment vendor to start. I imagine musk is going to think outside the box on this deal (partner with...
Good info on Terafab. 1000W per month is fine for a small R&D pilot line. 3B should be good for initial spending.
He wants to have Internal capacity to support his projects since external fabs cannot. This is a good reason to use IDM model. Maybe even a TI like Fab Lite deal.
14A has a...
