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Latest activity

What's new New posts Latest activity

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E61M5Touring reacted to Fred Chen's post in the thread Report: China ships first NIL lithography tool as 300-plus firms mobilize to rival EUV tech with Like.

Apparently, the specs can be checked at PuLin's site. 50 nm alignment won't work. Another system shows 30 WPH, a tenth of the current...

Aug 19, 2025
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E61M5Touring reacted to Xebec's post in the thread Paul Otellini, CEO of Intel, in conversation with Berkeley-Haas Dean Rich Lyons with Like.

I'm finally getting to this. It's interesting that Paul thought Intel would be the only compant manufacturing FinFET for about 5 years...

Aug 19, 2025
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E61M5Touring reacted to user nl's post in the thread Paul Otellini, CEO of Intel, in conversation with Berkeley-Haas Dean Rich Lyons with Like.

Interesting also how at some point PO discusses the costs of building new fabs, at that time in Oct 2012 PO mentions some 5 B$, to...

Aug 19, 2025
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tomatoma reacted to Xebec's post in the thread Apple and Nvidia shaping up to be potential clients for Intel's 14A node (Satire) with Like.

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 19, 2025
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E61M5Touring reacted to hist78's post in the thread Paul Otellini, CEO of Intel, in conversation with Berkeley-Haas Dean Rich Lyons with Like.

Paul Otellini and Intel didn’t ignore the mobile opportunity. The problem was that he and Intel insisted on embracing mobile the Intel...

Aug 19, 2025
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samwilde reacted to Daniel Nenni's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

The USG can make it rain CHIPs Act money! 🤑 Make Ohio One great again!

Aug 19, 2025
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samwilde reacted to tedc's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

You're likely right here. After all, we know Intel holds plenty of its own stock through stock buybacks over the years...

Aug 19, 2025
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Sølve Folkestad Dahl replied to the thread Intel is getting a $2 billion investment from SoftBank.

Intel is issuing shares to SoftBank, which in turn pays 23$ a share. I think the correct terminology is "private placement". Regardless...

Aug 19, 2025
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tomatoma replied to the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be..

I don't think that's what it says

Aug 19, 2025
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samwilde reacted to tedc's post in the thread Intel is getting a $2 billion investment from SoftBank with Like.

As the press release notes, this is purchase of ~2% of Intel common stock and not a direct investment. It won't directly impact any...

Aug 19, 2025
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tomatoma reacted to hist78's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Haha.

When Pat Gelsinger and Intel were pushing the ‘5 Nodes in 4 Years’ plan, I questioned how Intel could convince OEM customers (Dell...

Aug 19, 2025
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tomatoma reacted to OneEng's post in the thread Forget the White House Sideshow. Intel Must Decide What It Wants to Be. with Haha.

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

Aug 19, 2025
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samwilde reacted to user nl's post in the thread How Many Wafers Did Intel Produce in 2024 with Haha.

Perhaps POTUS will make sure that also hist78's BIG Macs will be made at IFS after the USG's cash infusion and SoftBank's "seal of...

Aug 19, 2025
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tomatoma 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 19, 2025
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tomatoma 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 19, 2025

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