What do you folks think of Intel's Foundry subsidiary?
Additionally, in the long run will it be all that remains of the current company?
Additionally, in the long run will it be all that remains of the current company?
14A is hail mary. If they nail it, they're in the game. Otherwise, gg no reWhat do you folks think of Intel's Foundry subsidiary?
I think the general consensus is that it's the part that won't remain...
Well let me rephrase it: it is the side of Intel that isn't expected to "thrive" any time soon.Between the US goverment's needs and the worries everyone has about putting all their eggs in the Taiwan basket, it will succeed. Even if TSMC truly diversified (i.e. actually had leading edge capacity in Arizona/elsewhere rather than N+1) no one wants to see a single company with a monopoly on all leading edge production for the entire world.
18A is the key. 14A is too far away into the future, that node won’t generate any positive cash until 28. If 18A is not good, RIP IFS.14A is hail mary. If they nail it, they're in the game. Otherwise, gg no re
Between the US goverment's needs and the worries everyone has about putting all their eggs in the Taiwan basket, it will succeed. Even if TSMC truly diversified (i.e. actually had leading edge capacity in Arizona/elsewhere rather than N+1) no one wants to see a single company with a monopoly on all leading edge production for the entire world.
18A is the key. 14A is too far away into the future, that node won’t generate any positive cash until 28. If 18A is not good, RIP IFS.
And that’s going to 90% 18A. If they have to wait for 14A… they’ll need another 20B just cover opex.Intel already said that IFS as a whole won’t generate positive cash flow until 2027 at the earliest, so. . .
And that’s going to 90% 18A. If they have to wait for 14A… they’ll need another 20B just cover opex.
Thank you.That’s why Intel is cutting costs left, right, and center as well as halting fab build outs. They were expecting more demand than they are actually getting. Hopefully that can change with some proven products on 18a, but it’s going to be a brutal near term (at least) for IFS.
0 customers. It's 14A or bust.18A is the key
Didn't Broadcom dog them out for 18a not meeting expectations? That might be a hint as to why they're not getting customers.0 customers. It's 14A or bust.
Broadcom stuff was whatever. Qualcomm bailing out is le bad.Didn't Broadcom dog them out for 18a not meeting expectations?
If they had any Pat would shatter his voice chords on every ER call. Be serious.... that the public is aware of.
No U.S. company talks publicly about black ops procurements.If they had any Pat would shatter his voice chords on every ER call. Be serious.
The what? Anything government/military is miserable volumes. They need Actual Real Customers. Like Qualcomm. Or Nvidia. Or AMD. Or Marvell. Someone. Anyone with the ability to drive wafer (and hopefully packaging) volumes.No U.S. company talks publicly about black ops procurements.
Check the pricing of supercomputers.The what? Anything government/military is miserable volumes. They need Actual Real Customers. Like Qualcomm. Or Nvidia. Or AMD. Or Marvell. Someone. Anyone with the ability to drive wafer (and hopefully packaging) volumes.
Again, be serious.
They're built with commodity parts? NNSA systems like El Capitan and Crossroads are super boring off the shelf thingies.Check the pricing of supercomputers.
There are no details.I see you are not familiar with the details and have a tendency to be flippant.
There are no details.
They do not have any anchor customers since 18A turned out to be very, well, mediocre.
They just have to execute on 18A for their own products now and maybe 14A will get some real deals.