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That would be an interesting scenario for 2028 - Nvidia's BIG GPUs on TSMC N3/3N, and lower end on Intel 14A .. I would think 18A would...
Aug 18, 2025
X
Intel 14A might get two major clients in Apple and Nvidia (image source: Intel)
A new report suggests Nvidia and Apple might use Intel...
Aug 18, 2025
T
I'm sure Intel If I remember correctly, the Intel 14A starts risk production in late 2027.
Aug 18, 2025
T
Probably not a low price GPU
If you make it with IFS it's probably a consumer GPU.
I don't think it's an impossible story because it was...
Aug 18, 2025
T
Intel 14A might get two major clients in Apple and Nvidia (image source: Intel)
A new report suggests Nvidia and Apple might use Intel...
Aug 18, 2025
M
High-end & current mid-range (Stratix 10, Agilex 7, Agilex 5): wafers are made at Intel fabs on Intel processes (14 nm Tri-Gate, 10 nm...
Aug 18, 2025
Intel 14A might get two major clients in Apple and Nvidia (image source: Intel)
A new report suggests Nvidia and Apple might use Intel...
Aug 18, 2025
High-end & current mid-range (Stratix 10, Agilex 7, Agilex 5): wafers are made at Intel fabs on Intel processes (14 nm Tri-Gate, 10 nm...
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
Conclusion: Dan + SemiWiki + ChatGPT eliminate hundreds of Wall Street semi industry analysts' jobs!
Dan, I think POTUS should demand...
Aug 18, 2025
M
Does Chat GPT know where the Altera and Chipset and Networking parts are made?
Aug 18, 2025
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
Like.
Intel 14A might get two major clients in Apple and Nvidia (image source: Intel) A new report suggests Nvidia and Apple might use Intel...
Daniel Nenni posted the thread Apple and Nvidia shaping up to be potential clients for Intel's 14A node (Satire) in SemiWiki Main Forum ( Ask the Experts! ).Intel 14A might get two major clients in Apple and Nvidia (image source: Intel) A new report suggests Nvidia and Apple might use Intel...
Haha.
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...
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...