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In the 90s and most of 2000-2010, Intel forced people to move. It wasnt bad, they got a better chip, that was cheaper for us to make. same price to them. So converting capacity from n-1 to N was constant. DZ showed graphs of this a year or two ago.
I wont go into the details here (I have...
Any technology not yet running in production is always a great technology ahead of schedule with perfect PPA. Its when we start making wafers that things fall apart.
And no, 14A will not sell any production wafers or Intel products in 2027. I am sure they will say its manufacturing ready and...
I published an update on what caused the shortages, where they are and how they can .... or cannot be fixed.
www.mkwventures.com or https://mkwsemiconductors.substack.com/
Spoiler alert: Plan to introduce new technologies and push people to them. People dont want the new products and they are...
So the US has to approve any shipments from any country???? The US does not have that authority. this needs to stop
Oh wait. you have to follow the rules or the US will Bomb you and then put in a 1000% tariff on you.
You can only embargo countries who cannot do it on their own. Otherwise it is...
As I mentioned on Linked In and was discussed here a feww weeks ago. The capacity constraint is Intel 7, Not 18A and not TSMC. Apparently Intel made some decisions expecting Intel 7 to move to TSMC and 18A and this did not happen.... so they are adding Intel 7 capacity now. and it should be...
This is true. but since 2025, do you think that IFS has improved its reputation with constraints, yield, costs, and Intel continuing to outsource to TSMC going forward?
Which brings up a question: Why do you think intel choose to use N2 Nova lake for 90% of Nova lake wafers (CPU die)?
Intel offered it heavily to any and all takers in 2021-2024. Why were there not takers? what has changed? Why is Intel still planning to have 25-30% of its silicon external in 2029
18A planned peak is in 2030. by the time any external customers ramp, 18A will be pretty mature
I still think is should be unacceptable to have that name and be on the Intel board. I literally screamed when he was announced.... I thought they brought back another Intel relic from 1990s (even though I like CRB and I am an Intel relic from the 1990's)
excellent point. and Israel is still a major fab site and malaysia and vietnam huge AT sites. There are reasons for different countries.... but not sure another state in US is needed. it was granted based on PG thinking Intel needed 8 more fabs and Ohio giving huge financial support. Its half...
As I mentioned previously. Before Intel can need Ohio, They need to fill Fab 52 (not filled yet) and finish tool out and start to ramp Fab 62. Intel demand does not require those yet.
This timeline (2030) is based on comments made on this site. IF someone signs up a design with Intel, then it...
Love the pictures.
My recollection is the XEON 6 ecore is Sierra Forrest is Intel 3 process. I heard sales were very slow/low compared to plan. It was launched almost 2 years ago
I am assuming XEON 6+ is Clearwater forest which is 18A process (announced here, not launched yet and no date for...
Old comment "As I have mentioned like a broken record, Intel was prioritizing AI accelerators in 2010 and had multiple projects working and prioritized. They made multiple acquisitions."
Sorry, to rephrase: As I have mentioned like a broken record, Intel was prioritizing AI accelerators in...
As I have mentioned like a broken record, Intel was prioritizing AI accelerators in 2010 and had multiple projects working and prioritized. They made multiple acquisitions.
Somehow, the products have been incredible delayed and as a result incredibly off base on specs. Most were cancelled. I...
I think LBT has helped on the program managers. I am ok with a program manager. having 6 for one platform.... and having chief of staff for a couple of them..... and having " assistant to the program manager" (jk) was excessive.
by all metrics Intel was overstaffed at all positions. I firmly...
I have said that the largest improvement in profits for DRAM companies in 2026 is DDR not HBM. All prices are skyrocketing.
HBM is obviously important but do DDR is most of the profit.
the key is clear expectations, quick review, quick decisions, no do overs.
If you don;t want a fab or Datacenter in your area fine.... Other people do. If not in the US, we can build in other countries.
LBT has done some amazing things on financing and culture change at Intel. But IFS execution to goals since 2021 is not good.
No customers (except USG in 2030)
No external revenue
Spending and volume on TSMC is not decreasing (Thank goodness... its keeping Intel alive)
IFS is constraining...
