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X
Also, MLID is a liar, so it's best not to believe any information from Intel.
Aug 11, 2025
X
14:50 in the video
"There's been a lot of rumors out there that 18A isn't going well. And then I've seen the diehard Intel defenders...
Aug 11, 2025
X
https://semiwiki.com/semiconductor-manufacturers/intel/360006-should-intel-be-split-in-half/
Aug 11, 2025
https://semiwiki.com/semiconductor-manufacturers/intel/360006-should-intel-be-split-in-half/
Aug 11, 2025
T
This comment seems to imply two things:
1) Intel is currently uncompetitive as a design house vs the fabless companies
2) The...
Aug 11, 2025
X
Pilot line operations to begin this year, so presumably some expenditures already...
Aug 11, 2025
S
I don't think 2nm will be produced in Arizona before 2029 at least considering H2 28 is 14A HVM
Aug 11, 2025
F
Pilot line operations to begin this year, so presumably some expenditures already...
Aug 11, 2025
X
So $37B total from say 2025-2027 ?
Aug 11, 2025
X
A good contemporary reference is Rapidus. They're planning to spend 37 billion by 2027, but that's just for Rapidus's scale, 2nm fab only.
Aug 11, 2025
X
Majority of points are just "you have money, i don't, so give me your money"... which is kind of dumb. We need better sales pitch. :D...
Aug 11, 2025
X
i mean even doing $1 Billion dollar per customer for total of $8 Billion + Intel products combined is good enough
Aug 11, 2025
S
i mean even doing $1 Billion dollar per customer for total of $8 Billion + Intel products combined is good enough
Aug 11, 2025
J
Majority of points are just "you have money, i don't, so give me your money"... which is kind of dumb. We need better sales pitch. :D...
Aug 11, 2025
F
A good contemporary reference is Rapidus. They're planning to spend 37 billion by 2027, but that's just for Rapidus's scale, 2nm fab only.
Aug 11, 2025
Like.
Also, MLID is a liar, so it's best not to believe any information from Intel.
Daniel Nenni replied to the thread Former Intel CEO Craig Barrett on saving Intel.https://semiwiki.com/semiconductor-manufacturers/intel/360006-should-intel-be-split-in-half/