Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt

[hist78]

"Intel says it hopes to begin making chips with its 14A technology in 2028 or 2029. Given the ramp-up time it takes for new manufacturing technologies, Bernstein & Co. analyst Stacy Rasgon estimated that gives Intel no more than 18 months to “land a hero customer on 14A.”"

Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt

“The whole industry fails if Intel does not succeed.”

www.oregonlive.com

Intel photo

If Intel stops making advanced chips, the company says the decision "may be effectively irreversible."

Intel has been the driving force in semiconductor technology for nearly all its 57 years, setting the cadence for advances in computer technology that made the PC ubiquitous and the internet transformative.

For the last quarter-century, Intel has done that work at its Ronler Acres research campus in Hillsboro. Its Oregon scientists kept the company on the cutting edge with a succession of breakthroughs in transistor design, semiconductor materials and manufacturing technology.

 

[benb]

If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.

If Samsung is unable to continue advanced node development, it would put 40% of South Korean economy at peril.

I think this contrast in real politics is fundamentally why Samsung will continue advanced node development and Intel won’t. It isn’t yields or cultures or leaders. These are downstream of economic necessity—like in Hamlet—“To Be or Not to Be, That is the Question”

In South Korea, they choose to be.

 

[osnium]

If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.

If Samsung is unable to continue advanced node development, it would put 40% of South Korean economy at peril.

I think this contrast in real politics is fundamentally why Samsung will continue advanced node development and Intel won’t. It isn’t yields or cultures or leaders. These are downstream of economic necessity—like in Hamlet—“To Be or Not to Be, That is the Question”

In South Korea, they choose to be.

If Intel had chosen to site their TD fab in NY state 25 years ago, would things be different?

 

[siliconbruh999]

If Intel had chosen to site their TD fab in NY state 25 years ago, would things be different?

Not really it's more to do with their idiotic decision over the years.

If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.

You have forgotten about other state like New Mexico

 

[Brady]

If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.

If Samsung is unable to continue advanced node development, it would put 40% of South Korean economy at peril.

I think this contrast in real politics is fundamentally why Samsung will continue advanced node development and Intel won’t. It isn’t yields or cultures or leaders. These are downstream of economic necessity—like in Hamlet—“To Be or Not to Be, That is the Question”

In South Korea, they choose to be.

Yet hopes, dreams, and national security don’t a yield curve make.

Intel could absolutely still do this. 18A needs to land like a firecracker, though. PTL, DMR, and NVL will decide the company’s fate it seems.

 

[siliconbruh999]

Yes PTL needs to have a launch like LNL and they should nail launch like that for all 18A products.

 

[MKWVentures]

Yet hopes, dreams, and national security don’t a yield curve make.

Intel could absolutely still do this. 18A needs to land like a firecracker, though. PTL, DMR, and NVL will decide the company’s fate it seems.

Wait till you see the cost impacts for 18A and the impact of the joint venture.... there is no happy ending to the 18A spending nightmare without any external foundry customers.

 

[Daniel Nenni]

"Intel says it hopes to begin making chips with its 14A technology in 2028 or 2029. Given the ramp-up time it takes for new manufacturing technologies, Bernstein & Co. analyst Stacy Rasgon estimated that gives Intel no more than 18 months to “land a hero customer on 14A.”"

Intel’s potential exit from advanced manufacturing puts its Oregon future in doubt

“The whole industry fails if Intel does not succeed.”

www.oregonlive.com

Agreed. Stacy says it like it is, great guy.

Do you really see Lip-Bu staying at Intel without manufacturing? He was hired to save the company, not save half of the company.

 

[Xebec]

If Intel is unable to continue advanced node development, it would heavily affect a small state, 1 of 50.

If Samsung is unable to continue advanced node development, it would put 40% of South Korean economy at peril.

I think this contrast in real politics is fundamentally why Samsung will continue advanced node development and Intel won’t. It isn’t yields or cultures or leaders. These are downstream of economic necessity—like in Hamlet—“To Be or Not to Be, That is the Question”

In South Korea, they choose to be.

Could there be a scenario where they stop logic development but keep going on memory? not quite as dire?

 

[Xebec]

Agreed. Stacy says it like it is, great guy.

Do you really see Lip-Bu staying at Intel without manufacturing? He was hired to save the company, not save half of the company.

Is there an Ouija board that can tell us what Intel's Board is thinking?

 

[count]

Agreed. Stacy says it like it is, great guy.

Do you really see Lip-Bu staying at Intel without manufacturing? He was hired to save the company, not save half of the company.

Lip Bu will see the light. Saving the company means becoming fabless.

People need to get out of the mentality that Intel much be a manufacturer to be successful. This thinking has been a disaster for Intel.

AMD is a much bigger, stronger, and successful company today than at any point in it's history, even considering the periods where they were neck and neck with Intel on manufacturing.

 

[Daniel Nenni]

Is there an Ouija board that can tell us what Intel's Board is thinking?

The board is smaller but could be refreshed. There should be a 5 year expiration date for companies that are struggling.

 

[Xebec]

The board is smaller but could be refreshed. There should be a 5 year expiration date for companies that are struggling.


View attachment 3414

Looking at the Role/Backgrounds, I see.. 3 out of 8 (37.5%) that look useful?

 

[count]

Looking at the Role/Backgrounds, I see.. 3 out of 8 (37.5%) that look useful?

I don't know, I see a pretty well balanced board here. You want a mix of technical, finance, research experience.

Some of the board members get their seat because they cut the company a big check or were involved in some M&A with the company and a board seat is part of the deal.

 

[siliconbruh999]

I don't know, I see a pretty well balanced board here. You want a mix of technical, finance, research experience.

The bord is well balance but some people needs to go and replaced the older ones who have been so long at Intel.