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It's a subtle warning to US Government as well.
Jul 25, 2025
Welcome clarity. Though increasingly obvious that Intel products just don't have the volume to justify many more future nodes, it needed...
Jul 25, 2025
This is practically a discontinuation of 14A
Jul 25, 2025
A
I don’t see customers shelling out 10s of billions to Intel to build them a fab when Intel has no track record of success when it comes...
Jul 25, 2025
S
@sonchoy
His TSMC's 10% labor cost assumption is probably incorrect. See my post...
Jul 25, 2025
A
TSMC has cleverly out-manuevered Intel's US national interests play by moving into AZ.
After this statement -- which is extremely...
Jul 25, 2025
A
Intel CEO Lip-Bu Tan responded to a UBS analyst's question about the possibility of 14A being canceled. He stated that unless he sees...
Jul 25, 2025
A
Every company even the trillion dollar ones or superscalar have limited resources. Do you allocate people and money to enable sa...
Jul 25, 2025
A
Daniel, good points. But I was hoping that regrets don't continue in heaven - Paul
left us in 2017.
Jul 25, 2025
@sonchoy
His TSMC's 10% labor cost assumption is probably incorrect. See my post...
Jul 25, 2025
A
I guess that Apples and Nvidias do not give a shxt about monopoly prices, as long as their competitors are paying the same prices. Also...
Jul 25, 2025
B
Qualcomm would be a good partner, they have an excellent foundry team. Lip-Bu knows Apple from his Cadence days. Apple would be the best...
Jul 25, 2025
B
Worst case is 14A abandoned milk 18A+++ mix and match using advanced packing.
Jul 25, 2025
B
If all of them second source, the monopoly would break. But this option now has a expiry date.
Jul 25, 2025
S
I think that is for other countries who cannot develop AI from the ground up. Certainly not China, Iran, or North Korea. :LOL: There...
Jul 25, 2025
user nl reacted to siliconbruh999's post in the thread Intel 10Q filing - We may cancel 14A if we do not win a large external customer with
Like.
It's a subtle warning to US Government as well.
hist78 replied to the thread Intel Reports Second-Quarter 2025 Financial Results.@sonchoy His TSMC's 10% labor cost assumption is probably incorrect. See my post...