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One thing to ask: Is the Intel Product group happy with IFS as a supplier right now? Are they happy with the supply and planning and delivery? How do they score IFS vs TSMC as a supplier?
How does Intel get revenue from this? we dont have any details so what is your model? Getting Tesla to pay Intel R&D costs would be HUGE benefit to Intel.
They are still getting approval for the site. So this is 2030 production at the earliest... 14A will be mature by then.
I cant share all the details on the Intel 7 capacity. But it was a significant write off (look at 10K last two years). now they are adding capacity
Intel is constrained. AMD does not appear to be constrained. AMD is growing faster percentage than Intel. AMD is not seeing increased demand for...
From POC to manufacturing is more than 8 years. and this POC was done in a lab, not a fab. I have a detailed lifecycle that expalins why.
Everyone is working on 3D DRAM and has been (as mentioned) for 5-10 year. the issues from my inputs are Cost and performance. Cost needs to be an advantage...
some of it (7/10) was de-installed. and you cannot write down equipment that you know yuo will use. Intel spent the money on Intel 3/4/18A and buildings. those did not ramp like expected. Now they have a chance to fix this and "force people" to Intel 3/18A. I am looking forward to AMD telling...
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...
