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T
Intel 4/3 wafers at this point of time would be less than N543 but this will start reverse next year with GNR still ramping.
Clearwater...
Aug 18, 2025
T
Intel US Fabs produced 1 Million wafers that's not counting Israel and Ireland...
Aug 18, 2025
T
We have more than 1.4M active readers right now so it is possible.
Aug 18, 2025
S
Here is the plot.
siliconbruh999 exclusive
The government buys a 10% stake in Intel at $100B.
Forces Fabless to use IFS in limited...
Aug 18, 2025
S
Wow, perhaps I should work at Bloomberg, or are they reading SemiWiki (Dan?)...
Aug 18, 2025
S
Intel 4/3 wafers at this point of time would be less than N543 but this will start reverse next year with GNR still ramping.
Clearwater...
Aug 18, 2025
Intel US Fabs produced 1 Million wafers that's not counting Israel and Ireland...
Aug 18, 2025
My assumptions and method:
1. Server outsourcing volume – Assume Intel has very limited outsourcing of server products.
2. Wafer...
Aug 18, 2025
S
Good data, but lets focus on advanced nodes. How many Intel 4/3 wafers are made by Intel and how many N543 wafers are bought by Intel...
Aug 18, 2025
S
Intel US Fabs produced 1 Million wafers that's not counting Israel and Ireland...
Aug 18, 2025
M
Good data, but lets focus on advanced nodes. How many Intel 4/3 wafers are made by Intel and how many N543 wafers are bought by Intel...
Aug 18, 2025
We have more than 1.4M active readers right now so it is possible.
Aug 18, 2025
We have more than 1.4M active readers right now so it is possible.
Aug 18, 2025
We have more than 1.4M active readers right now so it is possible.
Aug 18, 2025
Wow, perhaps I should work at Bloomberg, or are they reading SemiWiki (Dan?)...
Aug 18, 2025
Like.
Intel 4/3 wafers at this point of time would be less than N543 but this will start reverse next year with GNR still ramping. Clearwater...
Haha.
We have more than 1.4M active readers right now so it is possible.
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