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Robert Blum talking silicon photonics. Still watching….
Why a little spike today? I didn't see any positive news....
Market should correct that gap after the double top!
Intel locks down all remaining TSMC 3nm production capacity, boxing out AMD and Apple
https://www.techradar.com/news/intel-locks-down-all-remaining-tsmc-3nm-production-capacity-boxing-out-amd-and-apple?fbclid=IwAR3fez1F1NeV0fHrRq0Enz4h2idJe1NLyquO7fnrpven4rlGoAlyjmMHrzs
A recent seeking alpha article said Intel will manufacture core i3 using TSMC 5nm later this year, and the next generation laptop chips using TSMC 3nm. Has anyone else heard this, or have other sources for this rumor? It does make sense to me that INTC would first use Intel 4 capacity in the server and high end desktop markets.
Very curious,
Alan
green today , if only by a little...i`ll take it.....down about $4 / share....avg $58.06.....down about $16k....no worries here.
rsi in great shape with lots of headroom
$$$$$$$$$$$$$$$$$ INTEL $$$$$$$$$$$$$$$
Intel is not a partner with ENZC.
They were merely featured in a use case white paper featuring Intel's AI tool kit.
Intel product marketing. Nothing more.
$INTC excellent tweet today with one of their newer partners!!! This one can change pharma history.
$ENZC
https://mobile.twitter.com/IntelHealth/status/1422270981612064768
Read this if you have not.
https://www.intel.com/content/dam/www/central-libraries/us/en/documents/optimizing-empathetic-ai-to-cure-deadly-diseases.pdf
just added 500 to the pile ....500..$54.165...just after bottom of the hour...help bring down my average a bit
$$$$$$$$$$$$$$$$$$$ INTEL $$$$$$$$$$$$$....here for the long..GLA
“Are they building out Aurora or something? “
Well this is very interesting, Frankly I see intriguing positives that Intel is focusing the future on machine learning and AI and especially with the deployment of 5g. The question that was asked in the CC about the roughly $300 million charge apparently pertains to the the “Reorganization and Other Charges” of $346 million appearing in the current quarter's P&L statement. According to the CC the charge relates to the reorganization of the Data Center Segment into two separate business units and also ties to Intel Federal which is an Intel wholly owned subsidiary corporation that conducts business with Federal agencies. In other words it appears certain of the assets perhaps manufacturing assets of Intel Federal have become obsolete as a result of the reorganization and values are written off in this quarter. The future results? Promising? We shall see.
George Davis -- Chief Financial Officer
Yeah, let me -- I'll start with the onetime charge. Without going into too much detail, it is related to our high-performance compute activities through our Intel federal. It's crystallized in Q4 at the time that we execute a contract. So that's the reason for the timing.
Pat Gelsinger -- Chief Executive Officer
Yeah, and I would just say the HPC business for us, consistent with the reorg that we just announced, C.J., we just see a huge opportunity for us. As we start delivering our GPU, HPC specialized versions of the Xeon product, we see a great opportunity. The reorg brings more focus on this business. So even though there's a onetime charge in Q4, we see this as a great business for us for the long term and one that just will bring many, many technological market and business benefits.
https://newsroom.intel.com/news-releases/intel-forms-new-subsidiary-intel-federal-llc/#gs.7agnsw
Intel CEO says chip shortage could last until 2023:
https://www.foxbusiness.com/technology/intel-ceo-says-chip-shortage-could-last-until-2023
Intel is in talks to buy GlobalFoundries for about $30 billion
- Move comes as Intel is launching a major push to become a chip manufacturer for others
https://www.foxbusiness.com/technology/intel-is-in-talks-to-buy-globalfoundries-for-about-30-billion
Intel down another 5% as ER forecast and margins underperform compared to competition!!!
So the Earnings and Revenue beat estimates, and the stock tanks. What's the point anymore.....
Thanks! I found a transcript on seeking Alpha here:
https://seekingalpha.com/article/4440868-intel-corporation-intc-ceo-pat-gelsinger-on-q2-2021-results-earnings-call-transcript
The market is not liking the additional spending in the second half of the year, but I am encouraged. They are taking charges for 7nm, which means they are running lots of material. I am a bit curious about the $300M "federal" charge. Anybody know what this is about, as they mentioned GPU startup here? Are they building out Aurora or something?
It seems solid investments in accelerating the future. I am curious what they will say on Monday.
Alan
Not much, big event on Monday. Millions of alderlakes will be available in the fourth quarter, not tens of millions but it's a start, alderlake needs to be competitive to start the turn around. Lots of mobileye hype, don't recall much about discrete graphics which in my opinion is low lying fruit for intel to go for, Intel does not need to be the best just in the ball park and available. Seems most of discrete was going into cryptomania which is probably in the process of bursting the bubble.
Yeah, and AMD is apparently eating their lunch. Hopefully their current/new CEO will be able to turn the ship around. A friend of mine from college was one of the first traders of Intel options back in the mid-1980s, and my father actually put some VC funds into Cygnet Technologies (which ended up not doing well as it was ahead of its time ...the market), founded by Federico Faggin, who was the developer of the Intel 8080 and other very early microprocessors. My father also put VP funds into Zilog when he worked at Exxon Enterprises, but the Exxon culture F*&&d it up as my father strongly recommended bringing in other silicon valley VC firms but they decided to do it "on their own" which was dumb as they didn't have the connections or skills in this area of business!
https://en.wikipedia.org/wiki/Federico_Faggin
Let us know if you hear anything interesting. From the slide deck I noticed 2021 capex up to $19-20B. Spending for 7nm increasing.
Alan
Intel earnings webcast. Classic, classical music waiting to start.
https://edge.media-server.com/mmc/p/zamhm4tg/dmediaset/audio
God forbid it gain some traction.
INTC-spinning in circles
Don't be tempted to buy them cheep used Chinese processors until they hit BK liquidation values!
https://www.cnbc.com/2021/07/21/as-china-debt-risks-grow-here-are-3-warning-signs-to-watch.html
Yeah and LWlG will change the face of MOSFET manufacturing. Sure.
Ya Man! We are in the lightwave groov, and feeling groovy!
Intel has returned a negatve 10% to their investors over the last 12 months when the stock market has had very positive returns. Horrible stock until they grow their business.
Let's all get together as Bob Marley said
Here is an example of shortage among many
https://www.gizchina.com/2021/07/19/the-global-chip-shortage-has-reached-smartphone-manufacturers/
Lwlg will work with ibm, Intel. Microsoft etc they all can work together, for each co deals with their own unique features that need to be addressed,
Jmo
AMD doesn't cut it when doing actual work!
I am not holding my breath, but I am holding a large position of LWLG I acquired in the past 4-5 weeks.
Intel tested LWLG's polymer 10 years ago and apparently at that time the formula wasn't yet "stable" for show time. Now things are much different in terms of their advancing formulation. Gotta love organic chemistry and the benzene ring!
Don't hold your breath!
Interesting. Can't wait for the new organic polymer materials to unfold.
Nice to see the forum come to life again. Thank you for your contributions gentlemen.Intel Declares Quarterly Cash Dividend
https://www.intc.com/news-events/press-releases/detail/1482/intel-declares-quarterly-cash-dividend
Intel is racing to grow and secure that business. Taiwan Semiconductor Manufacturing Co., the world’s largest contract chip maker, in April said it would invest $100 billion over the next three years to increase production capacity as demand surges. Samsung Electronics Co. plans to invest about $116 billion by 2030 to diversify and boost its semiconductor output, and it is considering an investment of up to $17 billion to build a new chip-making factory in the U.S.
TSMC had about 59% of the global third-party chip-making market last year, and Samsung is at 14%, Counterpoint Research says.
Even as Intel plays catch-up, Mr. Gelsinger is turning to TSMC and Samsung to help make parts of its own most cutting-edge chips that it can’t produce in-house.
Stacy Rasgon, an analyst at Sanford Bernstein & Co., is skeptical about whether buying GlobalFoundries would help with Intel’s turnaround. “It’s lots of dollars for a marginal player in the industry,” he said, calling such a deal “a distraction for Intel.”
Strengthening Intel’s chip-production arm is only part of Mr. Gelsinger’s plan. The other is to ensure the company continuously designs cutting-edge chips to wow customers. “We’ve got a lot of work to do,” Mr. Gelsinger said earlier this year.
Article by Aaron Tilley
Looks like they are willing to spend a very big check to secure the future.
https://www.wsj.com/articles/intel-ceos-chip-building-plan-has-a-50-billion-plus-price-tag-11626443905
That’s a bold statement to leave out photonics. Keep an eye out on Monday. GF will talk about photonics and their new Fab.
Btw my pennystock is valued over $1.1B dollars.
Intel's potential interest in Global Foundries entails a heck of a lot more than some photonics tie.
But if you want to believe this because of your interest in a penny stock in that space, go for it.
As for me, I'll wait to hear from Intel as to what their strategy entails. And it won't involve photonics.
It’s labelled as weird. Not for me (hope to be right)
https://www.marketwatch.com/story/intel-wants-to-buy-amds-old-chip-making-business-how-weird-are-semiconductor-mergers-going-to-get-11626402802
Why would Intel be interested in GF? Could it be that GF found a way to manufacture silicon photonics in a very efficient way driving down costs and energy due to the upcoming partnership with the hybrid material, polymer?
Monday is a big day. GF has been teasing big news is coming on LinkedIn. I will be watching what they will report about their new fab and what important part photonics will play
"Parts Is Parts"
??
fpg
Rumor: Wall Street Journal says Intel in talks to acquire Global Foundries for $30B. Not sure what I think about this.
https://www.wsj.com/articles/intel-is-in-talks-to-buy-globalfoundries-for-about-30-billion-11626387704
$INTC Total Debt (mrq) 35.88B
Google Bergamo
Here is a kitchy video showing progress on the Ireland fab, which will be 7nm manufacturing fab #2. Output expected in 2022.
Yes, EUV is a must. When the processes get down below 3nm even the EUV will need multiple passes, according to Jim K.
Thanks for taking time, rzb
Where are the new 7nm factories?
D1X is outputting functional 7nm product. We have seen demonstrations of such. Fab 42 is making some volume of 10nm and will switch to 7nm when it is ready. Ireland is under construction and expected to produce 7nm product in 2022, and Israel along with the 2 new AZ foundries are pretty much dirt right now.
The low power version of TSM 5 exists. Genoa is on the HP (High performance) version, which is just now entering production. I don't think there are any products available yet that use this node.
All the references to INTC xnm = 1/2 TSM nm
I have never heard that... When we look at things like SRAM cell size, and transistor density we see something like:
TSMC 7nm is about the same as INTC 10nm
TSMC 5nm is a expected to be a little worse than INTC 7nm. TSMC 5 is around 175M transistors/mm, while INTC 7nm ups this to around 200.
The expectation is TSMC 3nm is about the same as INTC 5nm, but we have no data on either process.
Raises the question, why they (Intel) don't fix 10nm first??
A pretty good question, but it is important to note that INTC 10nm is the last intel DUV process and is very complex with very long throughput times. INTC 7nm is their first EUV process, and is greatly simplified from their 10nm process and will have a substantially faster throughput time. The downside is more complex and more expensive capital for 7nm.
Many of the layers on the INTC 10nm process (and the TSMC 7nm) require four passes through lithography. With the newer EUV steppers this is reduced to a single pass.
We should hear more at the INTC press conference on July 26. Interesting that they scheduled this for just a few days after the Q2 earnings call.
Alan
TSMC already makes the mobileye chips and the NN chips. Rumor has it the latest desktop gaming GPU is coming out of TSMC as well. The number I have heard is TSMC is currently about 25% of INTC product, and they expect that to end up closer to 33% as Intel expands their product portfolio. I don't expect Intel to fabricate X86 at TSMC.
It is likely Intel will be shipping product from the new 7nm factories in a similar time frame to AMD shipping Genoa (their INTC 7nm comparable product). This assumes Intel sticks to their 7nm schedule and it doesn't slip any more. With over $50B capital on the line, and nowhere to go but 7nm Intel needs to make sure it works!
--Alan
Intel is expanding fab capital in a pretty significant way right now, without funding from either Dell or the US government. Intel capex continues at a $15B/year pace, while TSMC has been around $17B/year, but projected to increase to almost $30B/year.
2 new AZ foundries: $20B
New Mexico Foveros factory: $3.5B
Ireland expansion: $22B (TSMC 5nm equivalent process)
Israel expansion: $10B (TSMC 5nm equivalent process)
D1X in Oregon: about $5B spent for leading edge process development
Intel generally needs 3 large factories to meet x86 demand, and with fab 42 in AZ ready to go, Ireland nearly ready, and Israel starting construction they should be in good shape for EUV capacity. Now that their 7nm (TSMC 5nm equivalent) process uses 10 EUV layers, 5nm (TSMC 3nm) should easily run in those factories.
Alan
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