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L
That bears on our current discussion (you and myself, I'm working on an effort post when I have time), of "Is the IDM model fatal?"...
Jan 22, 2026
F
LBT: We are now shipping our first products built on Intel 18A – the most advanced semiconductor process developed and manufactured on...
Jan 22, 2026
F
It looks like they were comparing process yields. Backend would not be 18A-specific.
Jan 22, 2026
F
Intel is constrained while shrinking.... let that set in. and he said its not related to DRAM
SIde note: according to Intel, 10% of...
Jan 22, 2026
F
During today's earnings call, Intel CEO Li-Bu Tan mentioned that Intel 14A PDK version 0.5 is out for two customers.
Jan 22, 2026
During today's earnings call, Intel CEO Li-Bu Tan mentioned that Intel 14A PDK version 0.5 is out for two customers.
Jan 22, 2026
" "you have your own fabs... how does this happen????" (I didnt prompt him to do that. LOL)".
We are often told that Intel’s IDM model...
Jan 22, 2026
Intel is constrained while shrinking.... let that set in. and he said its not related to DRAM
SIde note: according to Intel, 10% of...
Jan 22, 2026
Source? The image I posted clearly says PDK0.5. The yes was in response to the question has Intel released the 0.5 PDK for 14A. If...
Jan 22, 2026
Even without PDK Version a PDK should be out around this time frame for customers to test we would know in earnings more.
Jan 22, 2026
I went through several online sources, including a Google AI search similar to the one you did. I couldn’t find any credible sources...
Jan 22, 2026
M
Intel is constrained while shrinking.... let that set in. and he said its not related to DRAM
SIde note: according to Intel, 10% of...
Jan 22, 2026
How does intel shrink, get constrained, and lower product margins in this environment?
IMO not a good con call for LBT. Bad news, no...
Jan 22, 2026
It doesn’t sound right. From 2020 to 2024, Intel spent about $109 billion in Capex to build capacity. How could Intel’s revenue shrink...
Jan 22, 2026
P
Xi Jing Ping couldn't care less about world economy. He doesn't give a sh8t about his own people suffering, why would he care about any...
Jan 22, 2026
Like.
During today's earnings call, Intel CEO Li-Bu Tan mentioned that Intel 14A PDK version 0.5 is out for two customers.
hist78 replied to the thread Two signs that Intel 14A will be a winner.During today's earnings call, Intel CEO Li-Bu Tan mentioned that Intel 14A PDK version 0.5 is out for two customers.
tomatoma reacted to Artificer60's post in the thread Two signs that Intel 14A will be a winner with