https://www.eetimes.com/intel-years-from-success-in-foundry-business-analysts-say/
“The yields are just really bad,” Bernstein Research senior analyst Stacy Rasgon told EE Times. He questioned whether Intel would see meaningful shipments of 18A chips by July 2027.
Foundry only good for auto makers old school chip sets ! and Tesla isn't included !
Foundry needs to sign one big name, ideally someone like Nvidia, otherwise no one else will come. Should have productized Intel3 sooner. The decision paralysis in this place is sickening.
The answer is neither of them, given the conflict of interest that both have
@yqp
Let’s listen to someone that has a highly vested interest in stretching the truth (Pat) or listen to someone that has a vested interest in getting the RIGHT call on the stock for investors with real money on the line.
Who do you think has more credibility here?
@ywp “I would listen to Gelsinger and Buckley…”
No way, not any more. PG has WAY overdone it on the hopeful optimism. His predictions were encouraging two years ago, now are utterly tiresome and untrustworthy.
@rwy
He could easily walk around a bit and find out what's going on.
Pat gets his information filtered (more like embellished) through many management layers. Reporters and sometimes analysts, often get their information "straight from the horse's mouth" (workers on the front line).
These analysts have very good sources of information including customers and workers so, it would be advisable to read what they have to say instead of burying your head in the sand maybe.
Who is this rando? What does he know about Intel?? I would listen to Gelsinger and Buckley on this topic.
On the earnings call slides, Intel claims that 18A is 15% better than Intel-3.
But in the SEC filings from last quarter, it’s 26.5% better (15% plus 10%).
Did Intel F up once again?
Either the slide is wrong or 18A is really bad.
Hold your horses, INTC…
https://www.extremetech.com/computing/tsmc-chief-our-3nm-node-will-beat-intel-18a#:~:text=He%20noted%20that%20TSMC's%20internal,versus%201.8nm%2C%20theoretically).
Yes it’s going to be a long hard road ahead for those who remain.
I would further add "Put BK in charge and this is what you get."
Not a surprise at all. Pat said earlier in the year that IFS won't hit breakeven until 2026, all from Intel Product buying shuttle spots.
Brain drains at its finest. Replace USA citizens with H1Bs and this is exactly what you get..