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The Intel AZ site, fully equipped is certainly capable of 10k per week. Fab52 alone? Not remotely possible.
Dec 23, 2025
Demand i guess or Customer want a second alternative
Dec 23, 2025
If I understand EMIB sufficiently, it’s a solution that’s fairly “simple” compared to say Foveros and its variants. It’s also highly...
Dec 23, 2025
The fact that it takes time to build infrastructure is a common problem not only in the United States but in every country.
Even China...
Dec 23, 2025
In the US, it takes a long time to get infrastructure improvements approved and built.
The primary impediment to infrastructure...
Dec 23, 2025
What happen to the market driven capacity increases?
What was holding back the improvements in the infrastructure in the US?
Dec 23, 2025
Totally disagree with Pat on selling chips to China. Cleary China has gotten chips through black or grey markets and now they are making...
Dec 23, 2025
Former Intel CEO Pat Gelsinger discusses the U.S.-China race for A.I. chip dominance, the proposed Safe Chips Act and more on 'Maria...
Dec 23, 2025
I do as well. I am unsure about it having HNA-EUV but they can do a layer or two and still claim first to HNA-EUV. 18A was certainly a...
Dec 23, 2025
Aren't yield improvements usually calculated at the compounded rate? Otherwise you would have to know the original yield, which is...
Dec 23, 2025
Meanwhile AI GPU is missing is Jaguar Shores gonna launch?
Dec 23, 2025
I like the 14A confidence.
Dec 23, 2025
16. December 2025 06:06 Samir Bashir
Intel took the stage at the Barclays Global Technology Conference 2025 to dive deep into the...
Dec 23, 2025
I do as well. I am unsure about it having HNA-EUV but they can do a layer or two and still claim first to HNA-EUV. 18A was certainly a...
Dec 23, 2025
F
Compounded makes more sense actually. Otherwise it would be negative more than two months ago.
Dec 23, 2025
tomatoma reacted to sit's post in the thread Inside Intel’s new Arizona fab, where the chipmaker’s fate hangs in the balance with
Like.
The Intel AZ site, fully equipped is certainly capable of 10k per week. Fab52 alone? Not remotely possible.
Daniel Nenni replied to the thread Intel at Barclays 2025: Roadmap, manufacturing, demand and margins under pressure.I do as well. I am unsure about it having HNA-EUV but they can do a layer or two and still claim first to HNA-EUV. 18A was certainly a...