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Is Intel pushing both Backside Power Delivery and GAA into 18A a major factor for this paradox?
Jan 23, 2026
D
I guess we have to wait and see how this unfolds.
Intel did deliver the Panther Lake SKUs to their OEMs in 2025 so that Panther Lake...
Jan 23, 2026
M
18A does not have a better margins today or throughout most of 2026. Margins go down the more 18A ramps. Margins on 18A are negative...
Jan 23, 2026
Those are valid reasons. But after spending a massive $109 billion in capital expenditures (2020–2024) and $78.87 billion on R&D over...
Jan 23, 2026
A
That is because they took down Intel 7 capacity in Q3'24 to upgrade Fab 42 to support 18A (that upgrade I know didn't materialize under...
Jan 23, 2026
K
A few key changes to your thoughts here:
* Not just training - In fact, the methods they used to make inference more efficient might be...
Jan 23, 2026
Most of the money went into expanding the R&D facility in Oregon (D1X Mod 3), ramping Intel 7 in Fab 42 & Fab 28 (2020-2022), finishing...
Jan 23, 2026
D
I have no idea what is going on there now. In the last Q ER call, Dave was saying they are not looking to expand capacity on Intel 7 but...
Jan 23, 2026
K
Looks like China is biting - green light for H200 sales, even with the 25% tariff
China Tells Alibaba, Tech Firms to Ready Nvidia H200...
Jan 23, 2026
B
Most of the money went into expanding the R&D facility in Oregon (D1X Mod 3), ramping Intel 7 in Fab 42 & Fab 28 (2020-2022), finishing...
Jan 23, 2026
M
10K has some good info on Capex at Fab 52/62 and the exact amount Intel spent. The partner has a say in whether to ramp or not on that...
Jan 23, 2026
M
Good input on Intel 7. so what is Fab 42 doing?
18A loses money if you don't ramp it and loses even more if you do ramp it. It is a...
Jan 23, 2026
D
Most of the money went into expanding the R&D facility in Oregon (D1X Mod 3), ramping Intel 7 in Fab 42 & Fab 28 (2020-2022), finishing...
Jan 23, 2026
1. DC was up, and given they cannibalized ccg, I don't think that is the case, they had nothing to sell even with clients wanting to buy...
Jan 23, 2026
K
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...
Jan 23, 2026
hist78 replied to the thread The Wonderland of Intel Stock.Is Intel pushing both Backside Power Delivery and GAA into 18A a major factor for this paradox?
Like.
"We are seeing significant progress being made on foundry, with 18A yields improving to over 60% and good enough to ramp Panther Lake,"...