ajsdkflsdjfio

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    ajsdkflsdjfio reacted to oak8292's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.

    The biggest issue for any foundry, Intel or TSMC is running equipment at full capacity. I believe that Brian K made it to CEO because...

    Feb 24, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    AMD might not have the economy of scale to beat Intel, but Intel arguably did have the scale to not only maintain it's leadership but...

    Feb 23, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    You don't need to rival TSMC to make money off of foundry. They also are a chip design company, and their chip design groups mutually...

    Feb 23, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    From how I see it, regardless of whether foundry was the driving force of past Intel, they didn't seriously consider using foundry to...

    Feb 22, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    I understand this takes a long time, but I don't see why there would be some sort of timer for Intel to pull this off and arguably Intel...

    Feb 22, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    https://www.datacenterdynamics.com/en/news/intel-acquires-asmls-entire-2024-stock-of-high-na-euv-machines/ Some sources say 6, some say...

    Feb 22, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    I don't think it's inherently an Issue that Intel is unable to rival the capacities of TSMC in the next 5 years or become the No.2...

    Feb 22, 2025
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    ajsdkflsdjfio reacted to 511's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.

    There is only one way to recover money from 18A is to build more products on it doesn't matter for whome. The first step should be the...

    Feb 22, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    I'm assuming you're talking about free cash flow but in that case like I said, intel will not be losing nearly as much money unless the...

    Feb 21, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    I don't really see how Intel would be bleeding nearly much cash unless the board who just fired Pat spend just as much as he spent...

    Feb 21, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    I agree, I just don't agree with the idea that those 10s of billions of dollars all were wasted on empty/canceled fabs. Yes a...

    Feb 21, 2025
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    ajsdkflsdjfio reacted to 511's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.

    Not capitalizing on AI Boom was partly Swan's as well Pat's biggest fault was cancelling Rialto Bridge they don't have a DC GPU to sell...

    Feb 20, 2025
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    ajsdkflsdjfio reacted to Doug S's post in the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025] with Like.

    Well I agree from the standpoint of the foundry business. Intel can't win much business no matter how good 18A is because they don't...

    Feb 20, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    I can see your point about most of what you are saying here, minus the point about wasting all this money for building out fabs. Yes Pat...

    Feb 20, 2025
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    ajsdkflsdjfio replied to the thread Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel) - [2020 - 2025].

    I genuinely cannot find any material claiming that intel planned to turn a profit with their foundry by 2025, the year where 5N4Y was to...

    Feb 20, 2025

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