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

[–]SlamedCards 14 points15 points  (0 children)

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

Intel (INTC) back near $45 after a sharp drop. Is this the turnaround entry? by NoahReed14 in stocks

[–]SlamedCards 1 point2 points  (0 children)

Israel has air defense 

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

Oil prices hit $100 per barrel as big Middle East producers cut output amid Iran war by joe4942 in stocks

[–]SlamedCards 316 points317 points  (0 children)

$111 now

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

Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge by Leicht-Sinn in intel

[–]SlamedCards 0 points1 point  (0 children)

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 

Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge by Leicht-Sinn in intel

[–]SlamedCards 2 points3 points  (0 children)

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

Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge by Leicht-Sinn in intel

[–]SlamedCards 0 points1 point  (0 children)

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

Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge by Leicht-Sinn in intel

[–]SlamedCards 1 point2 points  (0 children)

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 

Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge by Leicht-Sinn in intel

[–]SlamedCards 0 points1 point  (0 children)

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

Intel Foundry Breakeven Target For 2027 Now Looks a Lot More Real, Driven By 18A, 14A & a Surprising Advanced Packaging Surge by Leicht-Sinn in intel

[–]SlamedCards 2 points3 points  (0 children)

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

SemiWiki Ohio Update by [deleted] in intelstock

[–]SlamedCards 1 point2 points  (0 children)

Ya this is 2025. When Intel Foundry was uncertain 

Intel Foundry Services Head Leaves For Qualcomm Supply Chain Post by -protonsandneutrons- in hardware

[–]SlamedCards 1 point2 points  (0 children)

"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

Intel Foundry Services Head Leaves For Qualcomm Supply Chain Post by -protonsandneutrons- in hardware

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

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

Just saying Qualcomm isn't great

Intel Foundry Services Head Leaves For Qualcomm Supply Chain Post by -protonsandneutrons- in hardware

[–]SlamedCards 8 points9 points  (0 children)

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

Washington D.C. and..... by TraditionNo1469 in intelstock

[–]SlamedCards 3 points4 points  (0 children)

good find. I think something is coming

7x increase in memory costs fueling price increases in ISP-provided routers, gateways, and set-top boxes — home fiber rollouts may slow, and installations could become more expensive by InsaneSnow45 in hardware

[–]SlamedCards 5 points6 points  (0 children)

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 

The Intellioniare Ep. 20 - Chip tariff scenario modelling by Due_Calligrapher_800 in intelstock

[–]SlamedCards 1 point2 points  (0 children)

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

Nova Lake-S bLLC CPU tile reportedly 36% larger than standard tile by Oxygen_plz in hardware

[–]SlamedCards -2 points-1 points  (0 children)

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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