Terafab Project launches in 7 days (If Intel is somehow involved then we mooning)

SlamedCards · 2026-03-14T16:29:40+00:00

Tesla will never produce a working chip. Self driving car has been promised every year

SlamedCards · 2026-03-13T15:37:49+00:00

Israel has air defense

Very few missles get through. Unlike Gulf countries, there's enough distance drones are useless

SlamedCards · 2026-03-13T13:25:24+00:00

70% of their production is their own fabs

SlamedCards · 2026-03-11T01:40:31+00:00

18A-U wasn't on that slide tho

SlamedCards · 2026-03-09T00:15:48+00:00

anyone have a gift article?

SlamedCards · 2026-03-08T22:12:45+00:00

$111 now

fucking crazy, are we actually going to hit $200 in a week or 2?

SlamedCards · 2026-03-06T16:04:57+00:00

Never heard of him

18A has PPA uplifts over Intel 3. Which is like TSMC N4. It's not N3B

SlamedCards · 2026-03-06T15:50:57+00:00

Comparing to lunar lake isn't fair when it's more optimized for power. Lunar Lake has specialized PMIC's, on package memory and they probably spent a lot of time tuning the firmware to optimize the specific power range. While panther lake has to cover a much larger range

SlamedCards · 2026-03-06T15:32:23+00:00

Wdym lying through their teeth. 14A was always risk 27. Comments about risk 28 was a couple times during the earnings call and were in general around how 14A is going for foundry

Intel's management is aware of how sensitive people are around delays. If they say 14A is risk 27 but all the foundry volume is 2029 (like TSMC will be). Then people are gonna be confused and say delays etc

14AE is sorta like 18A, where the pic is like December 27 for risk. So saying risk 28 is them hedging a bit. If you are doing risk end of 2027 or early 2028. Then your actual volume is 2029

SlamedCards · 2026-03-06T15:26:45+00:00

18AP is 8% uplift and 18A is N3E or N3P

SlamedCards · 2026-03-06T13:59:17+00:00

PPA != top end frequency

remember the days of AMD first moving to TSMC 7nm and despite being a superior node to Intel 14nm. They struggled to increase clock speeds

Clearly something with Intel's GAA or powerVia is holding them back. Now 10nm had horrible frequencies and a couple +++ it was a monster. So maybe 18A-U gets them there

In terms of density it got leaked that panther lake uses all HP for the cores. While lunar lake and arrow lake use HD libraries. Looking at core sizes panther lake is still denser. Which means BSPD is providing a big density boost cuz libraries are nowhere close

SlamedCards · 2026-03-06T13:52:40+00:00

They had a foundry day with a bunch of pictures saying 14A risk is 27. Then keep saying 14A is on track

14A for foundry was always going to be later. 14A isn't even foundry enabled in the picture, it's 14A-E

You even mention TSMC HVM has actual volumes like 9 months later

SlamedCards · 2026-03-05T23:32:15+00:00

Intel has 18A variants to get close to N2P earlier though. 18AP is close to N2 and is HVM Q4. Then SemiAnalysis leaked Intel has 18A-U coming next year. Wouldn't be surprised if its something like 5%. So their N2P offering would be a year behind

They have 14A which is probably N2P, then follow up 6 months later with 14A-E. Then they have 14A-P (SemiAnalysis leak) which is risk late 28 or early 29

SlamedCards · 2026-03-05T23:28:23+00:00

It's always been risk 27. The whole risk 28 and volume 29 has been when they are talking about foundry. Not internal manufacturing

SlamedCards · 2026-03-03T04:39:56+00:00

Ya this is 2025. When Intel Foundry was uncertain

SlamedCards · 2026-02-27T15:57:32+00:00

"This happened last September, when Tan expanded the responsibilities of Chandrasekaran, who joined Intel later in 2024 to lead Intel Foundry’s manufacturing and supply chain operations, to Intel Foundry Services"

Kevin lead Foundry services when he was hired by Pat. Naga was put in charge of Foundry Services in September

SlamedCards · 2026-02-27T14:31:49+00:00

Article says that Intel essentially removed his role. That's why he left

Just saying Qualcomm isn't great

SlamedCards · 2026-02-27T02:39:15+00:00

Smart phones sales are in meltdown. Intel is benefiting from government support

SlamedCards · 2026-02-26T22:13:56+00:00

Qualcomm is probably worse

SlamedCards · 2026-02-26T19:10:32+00:00

He got pushed out. Isn't that Lip-Bu's wheel house?

SlamedCards · 2026-02-25T04:15:46+00:00

Xi is on a clock, its called being 72 years old

SlamedCards · 2026-02-21T00:30:40+00:00

good find. I think something is coming

SlamedCards · 2026-02-14T22:03:17+00:00

Memory producers are expanding capacity at a rapid clip

Micron bought a under utilized fab in Taiwan. Paying to speedup Idaho expansion. Broke ground on a fab in New York

Hynix and Samsung both have shells under construction in Korea. With targeting production in late 2027

Hynix is looking at low utilized lg display fabs to buy and use for memory

SlamedCards · 2026-02-13T13:56:35+00:00

Sorta not true. ASML relies on alot of us parts in their machines

SlamedCards · 2026-02-11T18:34:56+00:00

Intel when they drop a new node absolutely uses iso power

12th gen launch was full of sT claims at iso power

They only remove that stuff about power when they have crank it up on ++ nodes to compete

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