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I have very different numbers. Fab size, yield. wafer price, packaging price, even the fab name Would be gald to review them with you and you can decide
where is Nova Lake made? The only factory Intel wants to ramp down is Intel 7 and 10, correct? TSMC has loadings for some time.... please correct me if I am wrong.... seems like you have some good info.
They dont know what terafab will be, what their Intel partnership will be, what the chips they plan to make are, etc. Its a good vision. Vision to Chips is 5 years
I was at a conference one time and talking with a start up company selling investors on its innovative chip that would be in mass...
Even Tesla thought wireless power was the future. His fans claim he actually delivered on it. Sometimes brilliant people are idiots at times LOL
Just ask Elon for dates and commits and then hold him accountable.
Does the city council have the right to approve building and business developments or not?
If you dont want datacenters, dont approve them. They cannot be built without proper approval.
depends on chip size. there are 25M DC CPUs per year, 250M PC CPUs, 1.4B phone processors, IDK how many GPUs/TPUs
3M TPUS is a good chunk but if it was one chip it is about 1/10th of a Fab. 1-2B in Revenue including packaging.
When the smoke clears, I think we will find 18A and 14A are like 20A and 18A were supposed to be . 18A is a checkout on two unbelievably complicated architecture changes and 14A is a optimizations and shrink. not sure what 18AP is but if it runs in Fab 52, the tool set is done.
This would be a great example of why Pat was fired. As some point "optimism" becomes " misinformation" . The day after he left, even before LBT, there were a number of "OK, here is what is actually happening" meetings and presentations. 20A was cancelled in spring 2024 and announced in Sept 2024...
They are working on it. Unfortunately, often the wafer cost challenges are created during TD with tool choices and process choices.... and then you need a loaded fabs. TSMC is outstanding at this stuff. Intel is still learning. I can give lots of examples offline
the next 6 months will give us...
I think you are overcomplicating this. People like Intels old products and prices for those. Intel thought they would move to new nodes, but they did not. and the margins were higher on Intel 7 because Intel 3 and 18A were struggling on execution.... 3 and 18 are better now.
So Intel needs to...
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!
