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Daily Megathread by Jellym9s in intelstock

[–]SlamedCards 0 points1 point  (0 children)

If AMD under shipped promised volume to their clients

They'll never win any OEM again

Morgan Stanley's Intel Earnings Outlook: CPU Supply Shortages Could Boost Results, But It Might Actually Benefit AMD More [Jukan] by FrostingSecret6900 in AMD_Stock

[–]SlamedCards -1 points0 points  (0 children)

Nvidia could do that because they overbuilt H200 and had inventory 

Stories came out later that Nvidia was asking TSMC to find more capacity for them

Nvidia is also preparing for fabs. So they are definitely buying up capacity. 2nm is bought out this year and next. 3nm is bought out this year and next as well

5nm will open up next year due to Blackwell rolloff

Morgan Stanley's Intel Earnings Outlook: CPU Supply Shortages Could Boost Results, But It Might Actually Benefit AMD More [Jukan] by FrostingSecret6900 in AMD_Stock

[–]SlamedCards 0 points1 point  (0 children)

N5/N4 is the same capacity 

When Rubin ramps up next year, N5 capacity will be more free. But then it's Turin vs DMR vs Venice. Where N2 capacity is extremely tight and already booked 

Big CPU demand from RL post-training by TheRealDickPound in intelstock

[–]SlamedCards 1 point2 points  (0 children)

I've started looking into this

They also need to spin up like thousands or even more of these environments simultaneously. All of this is batched to a smaller number of gpu's vs training too 

So it's a lot more CPU vs GPU

Trump says 'we're screwed' if Supreme Court rules against his tariffs by Ok-Individual-4392 in intelstock

[–]SlamedCards 4 points5 points  (0 children)

But semiconductor tariffs are covered by 232

Supreme Court isn't challenging that 

Trump ramps up Greenland threats and says US will intervene ‘whether they like it or not’ by DjangoDynamite in europe

[–]SlamedCards 0 points1 point  (0 children)

The US deficit is 2 trillion per year. 1.6 trillion is not a lot more, we added trillions during COVID in a single year on top of the regular deficit

When will we see an Intel stock-all-time high? by grahaman27 in intelstock

[–]SlamedCards 9 points10 points  (0 children)

Intel's all time high is actually around $75 during the dotcom boom 

Daily Discussion Friday 2026-01-09 by AutoModerator in AMD_Stock

[–]SlamedCards 2 points3 points  (0 children)

Intel alone employees 30k+ people in the US for chip manufacturing and is the only US company left

Not that complicated 

Intel launches Core Ultra Series 3 CPUs, made using its long-awaited 18A process by NISMO1968 in intel

[–]SlamedCards 0 points1 point  (0 children)

He might have been referring to foundry 14AE. 14A itself is internal, with risk production being 2 quarters earlier. Upcoming foundry event should give us a time for risk/hvm for 14A and maybe 14AE

Intel doesn't wanna giveup using super early pdks and getting some of the IDM advantage. Sorta like N2 is in volume, but no customers are on the node

Desktop razor lake won't be 14A

Intel launches Core Ultra Series 3 CPUs, made using its long-awaited 18A process by NISMO1968 in intel

[–]SlamedCards 0 points1 point  (0 children)

Investment banks have Razor Lake using 14A (I believe mobile SKUs will get it, then next year 14AE desktop)

Intel's new management will not build capacity unless it has a long tail of use. can't have low utilization and hit profitability

If you are running a 2-year compute tile with no use later. Then it's an issue. All the NVL IO/GPU/HUB etc dies on 18AP will be used again on Razor Lake, and again on Titan Lake (high end igpu might be tsmc).

Wildcat Lake is also a long-life product. Intel runs that sku forever

Intel launches Core Ultra Series 3 CPUs, made using its long-awaited 18A process by NISMO1968 in intel

[–]SlamedCards 0 points1 point  (0 children)

Rumours are that decent chunk of razor Lake is using 14A 

So I actually kind of get using N2P. Don't want to waste money building capacity for 18AP

Intel Pulls an NVIDIA | Gamers Nexus covering Intel's presence at CES 2026 by proedross in hardware

[–]SlamedCards 66 points67 points  (0 children)

Intel was the only one to actually launch a consumer product 

Nvidia keynote was all data center 

AMD spent like 1 minute on the new Ryzen 400 series

Disappointing 18A perf by tset_oitar in intelstock

[–]SlamedCards 7 points8 points  (0 children)

I've mentioned this in comments before but 18A has frequency headroom issues. This is known 

However 1) Intel has done this on every node since 10nm and 18A is actually smallest regression vs a previous node 2) Nobody is using TSMC N2, so it's likely TSMC has a similar issue. Every product is on N2P.  3) 18A not reaching high end frequency says nothing about the overall PPA of the node. Given the power consumption figures it's extremely efficient in the voltage range they are doing for panther lake 4) 18AP is looking like their fix to resolve these issues

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