Regarding intel fab:
- Did you know that once these high end wafers are ready in arizona fab, they will have to be shipped to TSMC for packaging?
… since CoWoS is done in taiwan. - Intel has booked 3nm capcity at tsmc – This jugglery of “we will have our own american fab” vs “we are booking tsmc fabs for ourself” reminds me of another jugglery Pat Gelsinger did sometime back – “We will get tower aquisition approval from china” vs “sabre rattling china threat”. We know how this went. Intel Books Two 3 nm Processor Orders at TSMC Manufacturing Facilities | TechPowerUp
Intel is on a short runway by itself… chips act money is not enough as the amount is not exclusive to intel.
- Has to execute on the nodes (a single miss and you are gone) –
2021
Intel’s Process Roadmap to 2025: with 4nm, 3nm, 20A and 18A?!
2023
Intel: Meteor Lake & Intel 4 Process Now Ramping for Production
Till now, we are yet to see a product with intel 4. Expected time is 2H23 as told in the earnings calls. Not to mention they need customers for their high capex foundry.
Be careful with this one – 2025 is when they gain parity as mentioned by Their CFO in a recent analyst call. Only positive is the government thinks it cannot be let to fall. Then it may force american cos to order in intel fab. But what could be the possible timeline for this one?
- Design team has to show it can work without help from foundry (IDM 2)
As of now, no indication of anything.
| Subscribe To Our Free Newsletter |
