InvestorsHub Logo
Followers 14
Posts 4019
Boards Moderated 0
Alias Born 11/28/2012

Re: willco post# 149968

Thursday, 05/17/2018 5:13:46 AM

Thursday, May 17, 2018 5:13:46 AM

Post# of 151655
Margin is a function of manufacturing cost and ASP. If Intel were simply "slowing down" the 10nm ramp to boost margins, then they would be completely off their rockets. 14nm might give them better mfg costs right now, but their product competitiveness has been hurt pretty severely as a result, and it'll get worse if AMD is shipping 7nm EPYC against 14nm++ Cascade Lake.

The cost structure side of 14nm is OK, but if the products are much less competitive as a result, they will lose sales and they will see ASPs come down, which is far worse than having a higher-than-expected manufacturing cost structure for margin.

Anyway, Intel's slowing down the 10nm ramp not for any other reason than the 10nm technology is a total wreck right now and can't support viable products in the market.
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent INTC News