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M
Fab 34 is not running 75K WSPM.
Fab62 has no tools.....
High NA EUV story might change .... Where is the EXE 5200?
Feb 3, 2026
And a short follow-up when I asked how Gemini came to this distribution: here it's "reasoning":
The estimate that Intel currently...
Feb 3, 2026
If you want a really accurate number for tool shipments, Most sell side analysts have a tracker that looks at shipments by locations...
Feb 3, 2026
they must have few in oregon as well it's the mother fab that handles all the initial stuff
Feb 3, 2026
OK this is what Gemini estimates as where these 40-45 EUV tools are, it suggests 2 EUV tools are in Israel??? :cool:
Gemini:
As of...
Feb 3, 2026
M
How are they looking at Country of Origin to determine tariffs? what does the customs procedure say?
Feb 3, 2026
M
I like Moorinsights.... they have good contacts. This is a good marketing presentation for Intel.
The Intel Challenge is: They have the...
Feb 3, 2026
M
they must have few in oregon as well it's the mother fab that handles all the initial stuff
Feb 3, 2026
S
they must have few in oregon as well it's the mother fab that handles all the initial stuff
Feb 3, 2026
S
AI is like if a really hard working person with no knowledge or intelligence summarized google searches. In some cases, it now...
Feb 3, 2026
M
I find Perplexity far better at research with reasoning, including intelligent curation, culling, content integration and attribution of...
Feb 3, 2026
M
If you want a really accurate number for tool shipments, Most sell side analysts have a tracker that looks at shipments by locations...
Feb 3, 2026
AI is like if a really hard working person with no knowledge or intelligence summarized google searches. In some cases, it now...
Feb 3, 2026
K
I find Perplexity far better at research with reasoning, including intelligent curation, culling, content integration and attribution of...
Feb 3, 2026
K
AI is like if a really hard working person with no knowledge or intelligence summarized google searches. In some cases, it now...
Feb 3, 2026
user nl replied to the thread Intel Foundry is way behind TSMC, but the goal is #2 by 2030.And a short follow-up when I asked how Gemini came to this distribution: here it's "reasoning": The estimate that Intel currently...
Like.
If you want a really accurate number for tool shipments, Most sell side analysts have a tracker that looks at shipments by locations...