We won't know if the guppy will lay eggs and populate the tank until 2027.
There is a chance the guppy will bring in its bigger brother, the whale.
Even if it works out, let's see if the higher US production costs scare away the whale.
Don't sc--w it up!
Or is this just a political donation?
https://www.tomshardware.com/tech-industry/semiconductors/intel-moves-closer-to-building-apples-entry-level-m-series-chips-on-18a
Landed!
There are some articles out there that claim the most recent stock rally was due to comments LBT made (not some DJT tweet), that are interpreted as meaning that a 14a customer is nearly a done deal.
This is referring to a customer which will create enough demand to pay off the node investment, so not some government contract or small volume deal.
That will almost certainly happen at some point and when it does, then that kicks off IFS as a real, sustainable foundry operation. Once one large customer happens, others may wait a bit to see how it works out, but then they will follow.
Timing is as much an issue as ever, as the stock is trying to price in something which may happen in 2026, 2027 or even 2028, and that leaves room for the stock to be dragged down with the rest of the market in the event that the market is not actually headed to infinity + 1.
In other words, it is totally possible that the market is still way too early. If so then the company would be forced to lower costs yet again, downsizing IFS in particular.
I think that means selling some of the older fabs to other foundries, in order to keep 14A moving along.
Even if they get a big customer win in the near term, the older fabs will eventually need to go away, so you may see them sold as part of the effort to bridge the gap between the customer win and actual production in a few years.
Kiss enough frogs and eventually you will have a tadpole..or two.
Apple just wants some of that High NA EUV, coming soon to 18A
It is a rumor. It is too early to send out rumors for 2027. If Apple is just testing, then it is similar to you take a look before buying a shirt, it is way before a decision.
The analyst have no tech knowledge, he stole info from a company but interpreted it wrong.
Apple signed contract with Samsung for new iPhone on 2nm. Apple is the top customer of TSMC.
Apple is not that silly to work with Intel.
The idea that Intel can somehow figure out 18A from a 75 year old spy boomer is hilarious! That is how desperate LBT is.
And the entry-level chips will be more expensive to produce in the US than the advanced-level chips produced in Taiwan. The increased costs will, of course, be passed on to the consumer.
I think we'll be hearing about a few "guppies" soon.
OP says this like it is a bad thing.