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The “Not TSMC” foundry market does give Intel some potential breathing room. But that market is not reserved for Intel alone.
On mature...
Jan 13, 2026
Is the rate of CAPEX necessary for newer nodes rising more slowly as scaling slows, is it flat, or is it accelerating?
i.e. the CAPEX...
Jan 13, 2026
Is the rate of CAPEX necessary for newer nodes rising more slowly as scaling slows, is it flat, or is it accelerating?
i.e. the CAPEX...
Jan 13, 2026
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about...
Jan 13, 2026
No matter who leads Intel, Bob Swan, Pat Gelsinger, or Li-Bu Tan, they all face the same fundamental challenge: under the IDM business...
Jan 13, 2026
LBT is actually giving customers what they want. Intel was previously starting negotiations with "we will let you work with IFS, if you...
Jan 13, 2026
Love the enthusiasm on 14A. If LBT is as savvy and pragmatic a businessman this forum would led me to believe, that’s big that here’s...
Jan 13, 2026
Intel CEO Lip-Bu Tan is welcoming 2026 with a great product lineup and a bright future for Intel Foundry. Listen to what he’s most...
Jan 13, 2026
M
My take from `close to the coal face` is, there is still not a lot of practical results from the big 3 CAD companies` ai powered...
Jan 13, 2026
About d@mn time we heard announcements like this, is my first thought. It is a super smart pivot by Jensen, and serves to remind...
Jan 13, 2026
M
About d@mn time we heard announcements like this, is my first thought. It is a super smart pivot by Jensen, and serves to remind...
Jan 13, 2026
S
their process is pretty expensive as well they need to redo some part of their process to make it cost optimized right now Intel 7...
Jan 13, 2026
S
Not true. Foundry PDKs can be made. TSMC wafers are never cheaper to the customer. TSMC gets a premium for their wafers as they should...
Jan 13, 2026
Not true. Foundry PDKs can be made. TSMC wafers are never cheaper to the customer. TSMC gets a premium for their wafers as they should...
Jan 13, 2026
S
Intel is in the process lead today with 18A in HVM and 14A fast following. Unfortunately, for the foundry business it is not all about...
Jan 13, 2026
hist78 replied to the thread Lip-Bu Tan Update on 18A and 14A.The “Not TSMC” foundry market does give Intel some potential breathing room. But that market is not reserved for Intel alone. On mature...
Is the rate of CAPEX necessary for newer nodes rising more slowly as scaling slows, is it flat, or is it accelerating? i.e. the CAPEX...
Xebec replied to the thread Lip-Bu Tan Update on 18A and 14A.Is the rate of CAPEX necessary for newer nodes rising more slowly as scaling slows, is it flat, or is it accelerating? i.e. the CAPEX...
Like.
About d@mn time we heard announcements like this, is my first thought. It is a super smart pivot by Jensen, and serves to remind...