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I would take 50% of LBT vs 100% of PG. The stockholders (owners of the company) are very happy with 50% LBT. If we need failed strategies, 30% decrease in revenue and a 60% decrease in stock price, we know who can deliver that.
They NAND companies need DRAM to stack in packages. Nanya and other companies are saying we will only guarantee capacity if you buy into company. Its a fairly standard procedure in these tight times
I have a pretty good model for 18A wafer cost today and what it will be when fully loaded in Fab 52.
I do not have great model for Intel 3 other than the fact that the ramp of Fab 34 does not seem to be helping IFS margins. and Intel says wafers are sold at market price (I used N3 price even...
It was not fully ramped last time I checked (December). According to IFS metrics (sell at market price to business unit), it was not profitable in our model. Intel has been sticking with the commentary that Intel 7 has higher margins than INtel 3, 4, 18A currently.
Let me know if you have...
It was mostly Pat. DZ is a good soldier. It would work if the ramp ever came but it did not.
We need to make sure we look at actuals vs plans and models. the amount of spending is legally documented in 10Q. total was about 10B brookfield, 10B Intel total to date last quarter (correct me if I am...
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...
