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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
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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
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@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
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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
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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
O
i agree; though N3B is "the first N3" node, while N4P is a heavily refined N5 node. I think the performance of the nodes at the...
Aug 18, 2025
Do you think Intel Product Division can compete with AMD and Nvidia using the same TSMC process? Remember, Jensen Huang and Lisa Su are...
Aug 18, 2025
IMO, with such a relatively small in-house wafer output volume, moving 10% or 15% of outsourced advanced logic back to Intel doesn’t...
Aug 18, 2025
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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
High tariffs are going to make them even more costly, greedy, and inefficient.
Aug 18, 2025
B
Intel US Fabs produced 1 Million wafers that's not counting Israel and Ireland...
Aug 18, 2025
And the Intel Press Release...
Aug 18, 2025
IMO, this cash investment is exactly what Intel urgently needs and is a step in the right direction. Intel must improve its financial...
Aug 18, 2025
X
And the Intel Press Release...
Aug 18, 2025
X
Key Points:
~ SoftBank is buying roughly 2% of Intel’s outstanding shares in a $2 billion investment in the chipmaker.
~ Intel shares...
Aug 18, 2025
Like.
Pat Gelsinger used to say that Intel 7 is neither technology nor cost wise competitive. Now if Intel 7 gets so much production volume...
Daniel Nenni replied to the thread How Many Wafers Did Intel Produce in 2024.Do you think Intel Product Division can compete with AMD and Nvidia using the same TSMC process? Remember, Jensen Huang and Lisa Su are...
hist78 replied to the thread How Many Wafers Did Intel Produce in 2024.IMO, with such a relatively small in-house wafer output volume, moving 10% or 15% of outsourced advanced logic back to Intel doesn’t...