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Latest activity

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hist78 replied to the thread How Many Wafers Did Intel Produce in 2024.

Intel and TSMC have shared a long and cordial relationship. Intel’s founders, Gordon Moore and Robert Noyce, were friends with TSMC’s...

Aug 18, 2025
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KevinK reacted to MKWVentures's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

@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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Xebec reacted to OneEng's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

This would only work for the short run IMO. Just like Global Foundries, Intel would eventually end up producing low margin parts. Now...

Aug 18, 2025
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OneEng replied to the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be..

This would only work for the short run IMO. Just like Global Foundries, Intel would eventually end up producing low margin parts. Now...

Aug 18, 2025
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Xebec reacted to MKWVentures's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

@OneEng @Xebec Good question. So test numbers 1) how many N543 wafers per month does TSMC run 2) How many N543 wafers does TSMC run...

Aug 18, 2025
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Xebec reacted to hist78's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

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
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eding42 reacted to hist78's post in the thread How Many Wafers Did Intel Produce in 2024 with Like.

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
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Fred Chen replied to the thread Stochastics: Yield-Killing Gap No One Wants to Talk About.

Despite continuous improvements in the performance of EUV photoresists, EUV masks, and post-lithography processes, stochastic defects...

Aug 18, 2025
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KevinK replied to the thread How Many Wafers Did Intel Produce in 2024.

@hist78 , What are you trying to do with the numbers ? We used to track wafer capacity across all the foundries at leading edge digital...

Aug 18, 2025
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OneEng reacted to Xebec's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

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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OneEng reacted to count's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

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
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OneEng reacted to hist78's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with 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...

Aug 18, 2025
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Fred Chen reacted to Xebec's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

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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Fred Chen reacted to MKWVentures's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

@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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Fred Chen reacted to MKWVentures's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Like.

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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