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"Intel says it hopes to begin making chips with its 14A technology in 2028 or 2029. Given the ramp-up time it takes for new manufacturing technologies, Bernstein & Co. analyst Stacy Rasgon estimated that gives Intel no more than 18 months to “land a hero customer on 14A.”
Intel photo
If Intel stops making advanced chips, the company says the decision "may be effectively irreversible."
Intel has been the driving force in semiconductor technology for nearly all its 57 years, setting the cadence for advances in computer technology that made the PC ubiquitous and the internet transformative.
For the last quarter-century, Intel has done that work at its Ronler Acres research campus in Hillsboro. Its Oregon scientists kept the company on the cutting edge with a succession of breakthroughs in transistor design, semiconductor materials and manufacturing technology.
If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.
If Samsung is unable to continue advanced node development, it would put 40% of South Korean economy at peril.
I think this contrast in real politics is fundamentally why Samsung will continue advanced node development and Intel won’t. It isn’t yields or cultures or leaders. These are downstream of economic necessity—like in Hamlet—“To Be or Not to Be, That is the Question”
If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.
If Samsung is unable to continue advanced node development, it would put 40% of South Korean economy at peril.
I think this contrast in real politics is fundamentally why Samsung will continue advanced node development and Intel won’t. It isn’t yields or cultures or leaders. These are downstream of economic necessity—like in Hamlet—“To Be or Not to Be, That is the Question”
If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.
If Samsung is unable to continue advanced node development, it would put 40% of South Korean economy at peril.
I think this contrast in real politics is fundamentally why Samsung will continue advanced node development and Intel won’t. It isn’t yields or cultures or leaders. These are downstream of economic necessity—like in Hamlet—“To Be or Not to Be, That is the Question”
Wait till you see the cost impacts for 18A and the impact of the joint venture.... there is no happy ending to the 18A spending nightmare without any external foundry customers.
"Intel says it hopes to begin making chips with its 14A technology in 2028 or 2029. Given the ramp-up time it takes for new manufacturing technologies, Bernstein & Co. analyst Stacy Rasgon estimated that gives Intel no more than 18 months to “land a hero customer on 14A.”"
If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.
If Samsung is unable to continue advanced node development, it would put 40% of South Korean economy at peril.
I think this contrast in real politics is fundamentally why Samsung will continue advanced node development and Intel won’t. It isn’t yields or cultures or leaders. These are downstream of economic necessity—like in Hamlet—“To Be or Not to Be, That is the Question”
Lip Bu will see the light. Saving the company means becoming fabless.
People need to get out of the mentality that Intel much be a manufacturer to be successful. This thinking has been a disaster for Intel.
AMD is a much bigger, stronger, and successful company today than at any point in it's history, even considering the periods where they were neck and neck with Intel on manufacturing.
I don't know, I see a pretty well balanced board here. You want a mix of technical, finance, research experience.
Some of the board members get their seat because they cut the company a big check or were involved in some M&A with the company and a board seat is part of the deal.
If LBT got fired like Pat down the road, Steve Sanghi could be the next Intel CEO. Maybe Steve can turn Intel around, given that how frugal he ran Microchip.
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