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I am glad intel delivered on a name for its next AI chip. that was a major milestone. The powerpoint slide is complete. What will Gaudi3 revenue be in 2025?
Rapidus is basing their future on a process that IBM said was ready for production 2 years ago. I am sure it is very mature and healthy and will yield well. Pilot production in April 2025. what could go wrong? :D
High NA will fit into Intel fabs being built in Arizona. Hi NA is not the factor that will win the war IMO. In fact at we go to CFET in 6 years, it will be less important than stacking of CMOS. just an opinion
This is a huge win for the US semiconductor industry. Having Intel and TSMC 20 miles...
So all training in Taiwan should be forced to be in English?.... and All meetings in US should be forced to be in English? Does this seem like a good idea?
Perhaps they should have put on the jobs that the person should be able to speak Mandarin.... oh wait... they did that.
Interesting Lawsuit. Sounds more like "frequently used policies that we do not like" about this company than legal discrimination but that's why we have courts.
Simple possible explanation. It was designed for the 7nm process .... which is very mature and "sweet spot" cost performance.
Also it is possible that the company ordering the chip for Huawei was not allowed to use N3/5. There are a lot of foundry negotiations on volume that are complex due to...
Intel outsourcing to TSMC will not increase costs at the end of the day. Once TD costs, overhead are added to the wafer cost and packaging cost the total unit cost is higher for Intel than for buying TSMC... the CFO has stated that. It could change if Intel foundry can spread the cost across...
While Samsung has struggled for some time on Foundry processing, I would be careful about slamming them on 3 GAA yield. Perhaps we should wait until any other company is shipping GAA at higher yield. One company that was supposed to be shipping GAA this quarter cancelled the process to save...
Ohio is not planning on shipping wafers out for a while (2028). Lets see if Intel delivers on 18A before we declare "mission accomplished".
Reminder: the Angstrom era was announced by Pat in 2021 as beginning with Intels 20A process.
Wow.... Ohio government is both building infrastructure wildly and has no idea how the Chips act works. this is not good
After some great discussions last week in Washington. I am confident and more enthusiastic about Semiconductor Technology In the US.
But someone needs to educate the Ohio...
One time they cut office supplies (20K per year) in a Fab with a 1 Billion dollar annual budget, my boss (Plant Manager) said "we want to people to feel like we are saving money". I said "No... we want to actually save money, not feel like it" ... Corporate Life.... LOL.
Wait til you see the...
I have done a lot of work in Singapore. They have advanced fabs, 10 year old fabs and 20 year old fabs. All are successful even on >90nm processes. I thought The key for them is subsidies and ability to get engineers and labor from all over.... Is that not correct?
Energy use has growth at a very slow rate for the past 20 year. 10% total in 20 years. the data you show confirms this.
You can google it and it shows by area and for each area what the causes are. great info. Also shows sources of energy.
Yes its because we are getting more efficient. but the...
Electricity use in the US is growing at a fairly slow rate for the past 20 years, Correct? How much do you think overall Electricity use is expected to increase over the next 5 years?
Perhaps we should wait to see what actually happens with 18A and Foundry before saying what has been achieved.
18A will lead to increase losses as it ramps up in 2025 (per CFO)..... will it lead to foundry customers? lets see. Will foundry lose money or make money for Intel?
what If intel 18A...
