Looks like Pat has tied the fate of the company to success of 5N4Y. TMG wasn’t touched during CPM. Are the nodes really on track ? Does it make sense that Intel will gain back process leadership from TSMC with a fraction of the capex?
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Define node. Five nodes is four years is absolutely something Intel marketing can handle.
At which point Intel will declare victory, roll out a new process naming scheme and declare that AMD is so far back as to not be detectable in the digital rear view mirror...
No. One of those 5 nodes has already been cancelled and replaced with a rev of another. The integrated memory project/node that was a future differentiator for server products was cancelled this last week. TMG is up to its normal infighting. We'll be lucky to get 1 real node in the next 4 years - 10nm (1 node in 6 years) was not an anomaly - that is the real face of TMG/LTD today - look for more smoke and mirrors.
That looks like snakeoil sales pitch.
I am sure when AMD was behind they could have hired a crazy fanatic to try and catch Intel.
They got real religion and understood the economic climate and their competition and spun out the fabs which lost billions for many more years.
What a future
“Manufacturing Ready”. I keep hearing that, where are the products ?
Doom loop... Even if you get the laggard tmg processes working you got no parts to fill the Fab and pay for it all.
simple answer is how do you expect demoralized employees who got a pay cut have motivation? with high inflation peaked at ~9%, when employees struggle with cost of living (higher rent, ...) work becomes secondary
With functioning products? NO!