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LOL, don't act as though Intel isn't guilty of the same BS. Where are the Bay Trail Android tablets, hmmm?
(BTW, QCOM now worth more than INTC, and ARMH back above $50...just fyi)
So, yes, you CAN blame a yield problem on Qualcomm.
Apple and Qualcomm are royalty over at TSMC and will get all of the capacity that they need.
16 nam first gen, 16nm+ second gen, 10nm third gen
You've argued this for something like a dozen posts with me refuting you with facts the whole time.
Anyone have any idea where the 3rd comes from? Isn't 16nm their first generation and there's nothing in between it and 10nm?
The preceding 28nm ramp was a bit rough..but Qualcomm took partial responsibility for that for underestimating demand...
The only good news for Intel investors is its half in Q4.
Do I need to remind you that the topic was TSMC 20nm production status, and not what TSMC's customers are selling?
These are statements from TSMC's CEO.
The only "predictions" I see are yours
There's no wisdom in saying that TSMC is done for and will be relegated to being a second tier foundry.
fpg, I think you and I speak the same language...except I'm an INTC long. TSMC is a powerful player that is getting more so each day. The more revenue it earns, the more it can spend on process technology.
Maybe a touch optimistic, but no more optimistic than Intel's predictions of their opportunities in mobile. What do I know though... Maybe walbert has better information than these TSMC-biased jokers and they really are going to cash-starve their future nodes.
You don't think TSMC has been working on this node for years?
Nexus 8
"DigiTimes are the ones behind this particular snippet, where according to one of their sources, which so happens to be part of the supply chain, Google could very well drop the 7” tablet that they have marketed in the past in favor of a new Nexus 8 for this year."
From Ubergizmo
http://www.ubergizmo.com/2014/01/intel-powered-nexus-8-could-arrive-in-2014/
Verizon to Purchase Intel Media Assets
Transaction Will Accelerate the Availability of Next-Generation Video Services
NEW YORK and SANTA CLARA, Calif., Jan. 21, 2014 -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) and Intel Corporation (Nasdaq: INTC) today announced an agreement for Verizon to purchase from Intel the assets of Intel Media, a business division dedicated to the development of Cloud TV products and services.
The transaction will accelerate the availability of next-generation video services, both integrated with Verizon FiOS fiber-optic networks and delivered "over the top" to any device.
Terms of the transaction were not disclosed.
Verizon will purchase intellectual property rights and other assets that enable Intel's OnCue Cloud TV platform. Verizon will also make employment offers to substantially all of the approximately 350-person Intel unit, which will continue to be based in Santa Clara and be led by its current management team.
The transaction is subject to customary regulatory approvals and closing conditions and is expected to close early in the first quarter of 2014.
Lowell McAdam, chairman and CEO of Verizon, said: "The OnCue platform and team will help Verizon bring next-generation video services to audiences who increasingly expect to view content when, where and how they want it. Verizon already has extensive video content relationships, fixed and wireless delivery networks, and customer relationships in both the home and on mobile. This transaction provides us with the capabilities to build a powerful, capitally efficient engine for future growth and innovation. We will have the opportunity to enhance, expand, accelerate and integrate our delivery of video products and services to better serve audiences on a wide array of devices."
Once the transaction is closed, Verizon expects to integrate IP-based TV services with FiOS video to further differentiate FiOS from traditional cable TV offerings and to reduce ongoing deployment costs. FiOS customers are also expected to benefit from elegant search and discovery, interactivity and cross-screen ease of use – integrated with the Verizon Wireless 4G LTE network.
Brian Krzanich, CEO of Intel Corporation, said: "Intel Media's over-the-top TV products are truly innovative and under Verizon's ownership have the potential to change how people interact with content. The critical factor in gaining efficient access to content is based on your ability to scale quickly in subscribers and end users, which is why selling these assets to Verizon makes perfect sense, with its millions of FiOS network and wireless customers. This sale also enables Intel to further align our focus and resources around advancing our broad computing product portfolio in segments ranging from the Internet-of-Things to data centers."
Combined with Verizon's current and recently announced new video-delivery capabilities, the transaction also provides the platform and skill sets for Verizon to continue to expand the depth, breadth and scope of its video offerings, including mobile, in the future.
Erik Huggers, corporate vice president and general manager of Intel Media, said: "We're incredibly proud of what we've achieved. Intel provided us with the technological know-how and resources to develop products and services that will fundamentally change the way we experience TV, and now Verizon gives us access to the marketplace and the ability to scale. It's the next logical step, and we're excited about the road ahead."
In December, Verizon announced a definitive agreement to acquire EdgeCast, an industry leader in content delivery networks. Also in fourth-quarter 2013, Verizon announced the acquisition of upLynk's exclusive technology that streamlines the process of uploading and encoding of video for live, linear and video-on-demand content.
http://newsroom.intel.com/community/intel_newsroom/blog/2014/01/21/verizon-to-purchase-intel-media-assets
who is alexander? Do you have a link to this method.
....did you read the TSMC CC.....I think late 2015 is reasonable to assume.......aeassa thinks about the same time.
walbert, let's not play games here. Yes, of course, you can make money selling puts and writing calls on a stock that's range bound, and yes there are stocks whose puts I sell like a madman for income, particularly in the family portfolio that I manage.
Management delivering is AAPL running from $10 -> $700 because its earnings skyrocketed.
yep.....probably start volume production around late Q1......reasonable high volumes by late Q3/Q4......from their CC.....claimed server chips as well
The company needs to start executing and it needs to start taking that share so that we get out of this "$52-54B" revenue range that we've been stuck in for THREE YEARS.
Intel's management hasn't delivered for *any* of us longs on this board, and at some point it's worth voicing those concerns and giving candid opinions. If you don't like what I have to say, which is always a frank view of things, then you don't have to read my posts.
Google turns focus to 8-inch tablet market
The sources pointed out that Google's Nexus 8 reportedly may adopt Intel's Bay Trail-T platform
But he did in the past make a call on Intel 14nm delays
so it is worth reading and POSTING his rants
flumoxed2012, for the same reason that a teacher doesn't give up on its brightest student even when he/she is severely under-performing.
TSMC seems more than able to pay for its fixed assets given its pretty enormous wafer capacity, and its R&D budget has been going up pretty dramatically over the last several years.
I'm just trying to wrap my head around your notion that TSMC "can't afford" FinFETs. They can "afford" it and they'll make a good chunk of cash off of those 16nm factories for many, many years to come.
walbert, you need to stop. You're so busy launching personal attacks and viciously attacking...
walbert, FinFET spending would go under R&D, not capex. Capex is equipment. Also, I think Chang meant capex as a % of revenue, which would make sense if your revenues increase.
Intel's smartphone market share is still near zero, Bay Trail turned out to have far too bloated a BoM to be profitable (and it's late on Android), Haswell-ULT ramped late, DCG's growth is not as robust as expected, and 14 nanometer got delayed.
I think Intel survives
TSMC CapEX expected to decrease? They're considering a dividend increase?
What's going on here, walbert?
And what happens to the ARM ecosystem when there are applications that can take advantage of modern, powerful, desktop processors?
I think there will be smart gadgets of all types in the future. I bet anything Intel will not be in them either.
It's pointless for an Intel fan to talk about the IoT market, especially right now.
Apples and oranges.
Quote:
Intel is going to own the whole thing.
the last time I saw this level of hubris out of a company and it's fanboy's was with Nokia about 10 years ago..and we all know how that turned out.
The "IoT market" is a figment of Intel's imagination at the moment. There is no IoT market at the moment.
Yet here you are, after Intel has a little talk about it at a show, talking about how it's going to be the future and Intel is going to own the whole thing.
In reality, it's not even worth talking about.
..... it is certainly not............and if it were ever to look bad for TSM, either the Taiwanese govt or Apple or QCOM would step up in part or total and fund them.....just NO fucking way TSM will be allowed to be "crushed"
Ah, so if the fabless model turns out not to work then Apple and Qualcomm will just say no problem and throw money. I can't wait to see what the reaction of the Apple and Qualcomm stockholders will be - other than to turn over cars and light furniture on fire.
You're dreaming. Why would either part with billions just to get inferior technology?
and most importantly..TSMC has a blue chip roster of customers eagerly awaiting their products (including INTC itself)..while outside Intels fabs...crickets
It cost Intel more (R&D+CapEx) to just get to 14nm without any new fabs, than it took TSMC to get to 20nm while building new fabs.
TSMC's spending CapEX on apples while Intel is spending on oranges.
Well if you want to play that game, Intel still hasn't recovered to anywhere close to its QQQ bubble highs in the $70's.