I don't get it, if rumors are true and 18A gets written off for foundry customers, why would they line up for 14A ?
16 replies (most recent on top)
18A is not dead. It's just in-house only. Intel needs to prove it can be its own customer before trying to get new ones.
Is there a pawn-shop specializing in Semi equipment?
July investor call is a can't miss. Should be interesting
We barely knew ya!
I don't believe OP gets it.
18A equipment write downs are going to be massive. I want some financial clarity at Q2 earnings call. Cost of separation packages are also significant.
Seems like TD pushed out 18a and 3 too early, probably out of desperation. Now the local fabs gotta figure it out and keep developing. We need more help from TD but they’re getting laid off too
@a9 lol intel might only get customers in 2027/2028 because none will buy those low-yield wafers. Gloomy future. Headcount reductions will only keep happening
Don't you need to include the full list of nodes written off to really hammer it home.
Its clear as day making up all that ground from years of write offs and trying to launch external foundry isn't going to work.
It failed folks.
Headcount is going down much further.
Anybody who tells you otherwise is an id--t.
PDK was trash.
People don’t want Intel’s design rules.
There’s also a lot of IP that needs to be ported, but no one has the resources or incentives to port to Intel.
14A will not change this.
Customers are just not interested in such low line yields. Defects are being detected by them and not by us… who would be happy with such low yields
Because we CANT do 18a at acceptable yields. In case you’re just tuning in, Intel su-ks amd everything we try turns to sh-t. We are going under.
Apparently line yield is 30% for both Intel 3 and 18A… quite low, so many wafers are just scrapped
RIP Intel
Where are all the losers who used to make fun of the "trolls" calling Intel a giant grift? Did they get fired?
No other way to keep the grift going.