https://x.com/_fabknowledge_/status/1948484756674416805
12 replies (most recent on top)
@a9 totally agrees. It might be painful for now but all things are finally moving toward the right direction.
Whether we can make it to the destination before the ship sinks is another question
Run more SAHDs!
18A and 14A can't be done without having an aggressive stance. None of the board wants anything done without severe caution. It all is a setup for utter failure.
https://www.tomshardware.com/tech-industry/semiconductors/intel-might-cancel-14a-process-node-development-and-the-following-nodes-if-it-cant-win-a-major-external-customer-move-would-cede-leading-edge-market-to-tsmc-and-samsung
It sounds like LBT really understands Intel's fundamental problems. They really glossed over this in the earnings presentation. The market analysts will pick up on this pretty quickly.
I wonder what the drop dead date is for the decision to terminate process technology development? Since 14A is projected to enter risk production in 2027 would this put the decision to exit the fab business within the next year?
Hello we are running to a Global Foundry ending
This is how I read the...am I wrong?
So if they don't get a significant 14A external customer and they stop development of 14A and subsequent process technologies. Intel could produce products on 18A-P until ~2030.
This puts a potential timeline in place to the end of Intel manufacturing in ~2030. This is less than 5 years out.
With the complete lack of external interest in 18A there is no reason to expect a whale to be interested in 14A and the company has a contingency plan for this.
Yikes!
That sounds bad!
Dang…. I think LBT was just brought in to make the bleed slower.
So, basically if there’s no fabless support (hes saying you don't bring to me), the good ole US of A will have no advanced process nodes in a few years. It’s up to you now.
Quote:
From 10Q:
"However, if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading-edge nodes on a go-forward basis. In such event, we may pause or discontinue our pursuit of Intel 14A and successor nodes and various of our manufacturing expansion projects. While we continue to evaluate Intel 14A for use in future Intel products and our plan includes an initial product designed to utilize Intel 14A, at present we are maintaining the option to design future Intel products requiring nodes with performance beyond Intel 18A and Intel 18A-P to be produced internally or by an external foundry. If we were to discontinue development of Intel 14A and successor nodes, we expect that a majority of our products would continue to be manufactured in our own facilities utilizing our nodes up to Intel 18A-P through at least 2030."
14A is basically over.
TSMC won