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C
Exactly. 18A does not have customers and TSMC has many N2 customers. The 18A window is passing. So now the focus is 14A ("but the next...
Jul 2, 2025
A
Exclusive usually = hit piece. Unnamed sources etc... :sleep:
Lip-Bu is out talking to customers so the foundry strategy may change...
Jul 2, 2025
M
Exactly. 18A does not have customers and TSMC has many N2 customers. The 18A window is passing. So now the focus is 14A ("but the next...
Jul 2, 2025
D
Exclusive usually = hit piece. Unnamed sources etc... :sleep:
Lip-Bu is out talking to customers so the foundry strategy may change...
Jul 2, 2025
D
there are two tiles one on N3E and one on Intel 3
Jul 2, 2025
S
Exclusive usually = hit piece. Unnamed sources etc... :sleep:
Lip-Bu is out talking to customers so the foundry strategy may change...
Jul 2, 2025
K
Exclusive usually = hit piece. Unnamed sources etc... :sleep:
Lip-Bu is out talking to customers so the foundry strategy may change...
Jul 2, 2025
Exclusive usually = hit piece. Unnamed sources etc... :sleep:
Lip-Bu is out talking to customers so the foundry strategy may change...
Jul 2, 2025
S
there are two tiles one on N3E and one on Intel 3
Jul 2, 2025
K
They already invested money in developing PDKs and IPs for 18A/-P. Maybe the decision is they will not invest more $$ in 18A or even...
Jul 2, 2025
D
They already invested money in developing PDKs and IPs for 18A/-P. Maybe the decision is they will not invest more $$ in 18A or even...
Jul 2, 2025
Anyone heard something regarding this or is it just another classic Returs hit piece 🤣🤣
Jul 2, 2025
Potential write-off for "18A" process could cost hundreds of millions of dollars.
Jul 2, 2025
K
They could.
I would believe its PDK to be mature and its foundry offering to be competitive when Intel GPUs are manufactured using its...
Jul 2, 2025
X
They don't market 18A but I guess they could still market 18A-P?
Jul 2, 2025
Like.
Exactly. 18A does not have customers and TSMC has many N2 customers. The 18A window is passing. So now the focus is 14A ("but the next...
Daniel Nenni replied to the thread Exclusive: Intel's new CEO explores big shift in chip manufacturing business.Exclusive usually = hit piece. Unnamed sources etc... :sleep: Lip-Bu is out talking to customers so the foundry strategy may change...