Could Intel’s Foundry Be Worth $500 Billion?

[MKWVentures]

Thanks to Lip Bu Intel has become way tight lipped too much i would say they won't give us a client product roadmap

Intel is still giving quarterly roadmap updates to customers similar to before. Those are under NDA but they pop up on the internet every once in a while (Usually in May/June around Computex)

That said, I understand he is still poking at the roadmap and there may be changes so he doesnt want to announce the roadmap publicly. I expect updates by Computex.

Personally, I think the client roadmap is pretty solid... just need to kill off the old parts (bartlett lake on Intel 7 was just annouced with 10 year availability so maybe I am wrong). ... also need a new low cost part (wildcat)

I think the DC CPU roadmap needs work. They are have products stacked up across 4-5 nodes. Intel 7 products still dominate. Cancelling some and releasing one that truly competes with AMD seem like a good idea to me.

Hopefully something leaks out so we can discuss.

 

[MKWVentures]

Thanks to Lip Bu Intel has become way tight lipped too much i would say they won't give us a client product roadmap

just saw this link. This is part of the roadmap discussion (support for old sockets). I also heard meteor lake is down to trivial volume.....
It feels like LBT wants to do All products all the time (new, old, refresh-refresh) . The days of pushing people to new nodes and products are gone.

Insider Says Intel Wants To Rival AMD With Future Sockets In Longevity, Also Planning New Raptor Lake Refresh For LGA 1700

Intel's existing and future CPU sockets will offer AMD-like support and longevity, this is the claim from leading insider, Jaykihn.

wccftech.com

I expect the actual, confidential 5Q type roadmap type deal to show up on internet in next 60 days. ....