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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
When Pat Gelsinger and Intel were pushing the ‘5 Nodes in 4 Years’ plan, I questioned how Intel could convince OEM customers (Dell...
Aug 18, 2025
@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
By estimating Intel’s wafer output volume, I am trying to better understand the company’s capacity and capability in today’s...
Aug 18, 2025
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
K
@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
X
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
O
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
X
@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
X
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
E
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
F
Despite continuous improvements in the performance of EUV photoresists, EUV masks, and post-lithography processes, stochastic defects...
Aug 18, 2025
K
@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
O
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
O
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
hist78 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...