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Intel 7 is good enough for CPUs now. It's only mobile and GPU that really needs more performance.
Even mobile, I feel like 3nm is...
Aug 18, 2025
X
Pat Gelsinger used to say that Intel 7 is neither technology nor cost wise competitive. Now if Intel 7 gets so much production volume...
Aug 18, 2025
Wow, my estimate is 0.65M to 1.3M. It’s so close to ChatGPT-5 AI’s result! I can go to McDonald’s tonight to celebrate my humble...
Aug 18, 2025
Here is what ChatGPT 5.0 says:
Here’s a transparent, back-of-the-envelope estimate of Intel’s 2024 wafer starts (300 mm-equivalent...
Aug 18, 2025
Here is what ChatGPT 5.0 says:
Here’s a transparent, back-of-the-envelope estimate of Intel’s 2024 wafer starts (300 mm-equivalent...
Aug 18, 2025
With shrinking revenue and negative free cash flow, Intel doesn’t have many options.
Aug 18, 2025
Cost competitiveness also depends on yield and volume.... it's possible that Intel 7 is cost competitive from unit cost standpoint if...
Aug 18, 2025
C
Cost competitiveness also depends on yield and volume.... it's possible that Intel 7 is cost competitive from unit cost standpoint if...
Aug 18, 2025
Can you share some numbers?
Aug 18, 2025
Pat Gelsinger used to say that Intel 7 is neither technology nor cost wise competitive. Now if Intel 7 gets so much production volume...
Aug 18, 2025
Pat Gelsinger used to say that Intel 7 is neither technology nor cost wise competitive. Now if Intel 7 gets so much production volume...
Aug 18, 2025
https://semiwiki.com/semiconductor-manufacturers/intel/360233-should-the-us-government-invest-in-intel/
Aug 18, 2025
https://semiwiki.com/semiconductor-manufacturers/intel/360233-should-the-us-government-invest-in-intel/
Aug 18, 2025
M
Add Meteor Lake+GR+SF product sales. I have a "model" graph by fab but that is NOT based on confidential Information
Aug 18, 2025
It’s difficult to estimate Intel’s wafer output for a particular node, especially since Intel is very tight-lipped about each fab’s...
Aug 18, 2025