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Conclusion: Dan + SemiWiki + ChatGPT eliminate hundreds of Wall Street semi industry analysts' jobs!
Dan, I think POTUS should demand...
Aug 18, 2025
M
@hist78
Intel has stated Margins are higher on Intel 7 than Intel 4.... and it is fully capacity limited. Intel 4, 3, 18A, etc are...
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
X
Fwiw TSMC N3 still hasn't overtaken N5 - 36% of TSMCs revenue was N5 last quarter vs 24% for N3, and that's despite N3 wafers costing...
Aug 18, 2025
X
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
user nl replied to the thread How Many Wafers Did Intel Produce in 2024.Conclusion: Dan + SemiWiki + ChatGPT eliminate hundreds of Wall Street semi industry analysts' jobs! Dan, I think POTUS should demand...
Like.
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...
hist78 replied to the thread How Many Wafers Did Intel Produce in 2024.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...
Daniel Nenni replied to the thread How Many Wafers Did Intel Produce in 2024.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...