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K
Good info on Terafab. 1000W per month is fine for a small R&D pilot line. 3B should be good for initial spending.
He wants to have...
Apr 24, 2026
K
Appreciate many here like to stroke Musk ego.
3Bn maybe get you 1 litho tool and 1 inspection/ repair tool at the top end.
GF just...
Apr 24, 2026
K
Vaibhav Taneja is Tesla’s CFO. Given what he and Elon Musk have described, is $3 billion too little for the research fab/lab?
Apr 24, 2026
I sincerely looked for loopholes for "landing" spacecraft on the surface of the sun to mess with @MKWVentures, but this stopped me every...
Apr 24, 2026
It is a step forward from "If we don't get any customers, then we won't make 14A", at least :)
Apr 24, 2026
Interesting call. The 10Q has some details on the ireland agreement and why it needed to be ended. The financial impacts show up in Q2...
Apr 24, 2026
B
Assume for this scenario that TeraFab or TeraLab will take three years to construct the facility and acquire/install all the necessary...
Apr 24, 2026
X
I think narrowing and focusing on its own products is the right approach. The current focus is LLM.
Apr 24, 2026
K
Gemini states:
Intel theoretically could sell or spin off its Foundry Services (IF), but recent legal and financial agreements with the...
Apr 24, 2026
S
Clearwater Forest has just disappeared tbh it's become a niche product.
Apr 24, 2026
S
I don't think Intel is planning to sell IFS the best thing would be to stop new process and keep investing in packing another stuff they...
Apr 24, 2026
M
If Intel wanted to sell off IFS, The government would be able to buy some stock at 20/share. That would be great for USG and If Intel...
Apr 24, 2026
Gemini states:
Intel theoretically could sell or spin off its Foundry Services (IF), but recent legal and financial agreements with the...
Apr 24, 2026
M
LBT: Now clearly, we really drive the yield improvement. We see a very nice yield improvement on the 18A. The 14A, we already have the...
Apr 24, 2026
M
Correct me if I am wrong:
The Chips act grant to Intel is cancelled. replace with stock investment (best deal ever for both sides)...
Apr 24, 2026
Like.
Good info on Terafab. 1000W per month is fine for a small R&D pilot line. 3B should be good for initial spending. He wants to have...
Xebec replied to the thread Tesla Earnings Call - Intel 14A, Research (Tera)Fab details, Supplier Leverage?.I sincerely looked for loopholes for "landing" spacecraft on the surface of the sun to mess with @MKWVentures, but this stopped me every...
user nl replied to the thread Exclusive: Intel Tells Staff It Will Disclose Scope Of Work With Elon Musk In ‘Coming Weeks’.Gemini states: Intel theoretically could sell or spin off its Foundry Services (IF), but recent legal and financial agreements with the...