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It helps allow intel to make the decision. But the fundamentals have not changed from what DZ said a while ago. "IFS is not investable at this time".
At this point the spin off plan would be (and I have seen this with disasters in the past).
Write everything down .... Intel takes the loss...
They need to focus on what is happening in the next 2 years. Right now Rapidus is a research fab with not production on a highly questionable technology. Again: when you talk about the next technology when the current technology is supposed to be running .... its a red flag.
How much capex...
This is good as the terms of the agreement were very punishing if milestones were not met (they were not met).
Intel now does not have regulations over how to use it.
Using other peoples money to fund IFS growth was a core of Pats plan.... Since intel is not growing, It now is being fixed...
again: what percentage is used by fabs in Arizona, What percentage is used by agriculture. Is water use in Arizona increasing or not over the past 20 years
I am sure that not serving drinking water at restaurants will help solve the issues.
According to reports, Rapidus has a pilot line running 2nm technology now. Full process. Mass production in 2027.
If they have mass production in 2027, they must have technology full developed and runing chips (not test wafers). correct?
Is there a solid PDK?
Any time someone talks about the...
Exactly ... IBM doesnt have manufacturing. they have R&D labs. IBM has a reputation for process manufacturability..... it is not positive.
It will all become clear in the next year.
I have been hired by a couple VC/Angel companies to investigate ("is this real, what do the number say").... So they require numbers to back aspirations. and they have a goal of <90% of start ups fold. So Musk is held to a higher standard.
Rapidus is not close to being a successful leading...
He should just say "we will have a JILLION robots ..... and they we will colonize Mars and have hyper loops from Austin to Chicago"
being aspirational is OK as long as no one spends money based on your wild aspirations.
Lets look at the positive to help Dan avoid a "cease and desist"
Samsung is building factories in the US. This is good for the US.
By next year, I think Samsung will have added more advanced capacity than Intel in the US since 2021.
Samsung may struggle with yields but that is a samsing...
I wonder what the investors and board are planning. I worked as a consultant for a startup once.... they got 10M (it was a lot for us) investment, But the requirement was that they immediately lower the burn rate by 50%. Turns out consultants are the first to go :ROFLMAO: :LOL:
You may be right... Lets see what he actually does vs his hype. How big a factory does he plan? What technologies does he actually plan to ramp.
And yes he is a carnival barker imho. No one is going to mars and the terafab, if it is built, will be smaller than tsmc fabs. just ask him for...
I just talked to a couple people about terafab. A model/scenario to explain it that makes sense (just a hypothesis)
1) Terafab is not a massive general purpose Fab. It is a custom fab for tesla/spacex unique parts. foundry doesnt work for custom or unique low volume products. IDM works for...
Another unclear, irrational ban (kinda, maybe, sort of). Is it based on COO? or owner of company? or where it was designed? but old slower routers are OK?
"We are from the government and we are here to help"
actually some of her content has been good over the years. but it is getting to be more AI content and marketing hype.
The first tool was in Oregon. Last time I checked it was not being used in Arizona.... but I am not sure what has changed. Fab 52 volume is not higher than TSMC Arizona volume...
I disagree, Nvidia should not know what people are doing with it. Its like saying GM should know that people are using Cadillac escalades to sell drugs.
if its illegal to sell a server or GPU to China, punish the company that did that (only if they are under your jurisdiction). Not the one...
Musk has done a lot of things that I thought were impossible.... so he gets the benefit of the doubt. .... but lets start with basics:
If you are building a Fab, you need to know tools, to know the tools, you need a process flow and timeline.
What is the process, what are the tools and what is...
