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"Intel’s chip factories are considered inferior to TSMCs. But big American companies, following the Trump administration’s preference...
Oct 2, 2025
True or false, I think this type of news or rumor will keep popping up Intel’s stock price until Intel runs out of shares to sell. The...
Oct 2, 2025
Intel is definitely doing the heavy HNA-EUV lifting. Maybe they can pull it off, I certainly hope so. I just think 14A is too early...
Oct 2, 2025
Great analysis. Even if we double your estimate of 1,020 or 1,500 monthly wafers, the numbers are large but still not huge, especially...
Oct 2, 2025
M
Don't forget that these are today's prices (or near future) -- new nodes always cost more when introduced, but then cost drops over...
Oct 2, 2025
I'll take a stab at backing into the wafer count:
Current high end DRAM for GPUs is 2GB / 16 gigabit per chip, with 3 GB / 24 gigabit...
Oct 2, 2025
C
How many HBMs ? (which drives a lot more wafer starts)
Oct 2, 2025
Great analysis. Even if we double your estimate of 1,020 or 1,500 monthly wafers, the numbers are large but still not huge, especially...
Oct 2, 2025
I'll take a stab at backing into the wafer count:
Current high end DRAM for GPUs is 2GB / 16 gigabit per chip, with 3 GB / 24 gigabit...
Oct 2, 2025
I'll take a stab at backing into the wafer count:
Current high end DRAM for GPUs is 2GB / 16 gigabit per chip, with 3 GB / 24 gigabit...
Oct 2, 2025
https://www.reuters.com/technology/openai-hits-500-billion-valuation-after-share-sale-source-says-2025-10-02/
We used to call them...
Oct 2, 2025
S
Yeah true which wafer though if I may ask 🙂
Oct 2, 2025
S
For a 'real value' discussion, a single N3 wafer has ~ 10X as many transistors needed for all of the CPUs in the worlds best...
Oct 2, 2025
https://www.reuters.com/technology/openai-hits-500-billion-valuation-after-share-sale-source-says-2025-10-02/
We used to call them...
Oct 2, 2025
I
Don't forget that these are today's prices (or near future) -- new nodes always cost more when introduced, but then cost drops over...
Oct 2, 2025
Daniel Nenni reacted to MKWVentures's post in the thread Intel stock pops on news company is in early talks to add AMD as a customer with
Like.
"Intel’s chip factories are considered inferior to TSMCs. But big American companies, following the Trump administration’s preference...
Haha.
True or false, I think this type of news or rumor will keep popping up Intel’s stock price until Intel runs out of shares to sell. The...
Xebec reacted to hist78's post in the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan with
hist78 replied to the thread OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan.Great analysis. Even if we double your estimate of 1,020 or 1,500 monthly wafers, the numbers are large but still not huge, especially...