TechieTwo Intel is good at manipulating public opinion. They'll end up with another $20 Billion of tax payer funds to "help" them deal with demand. They created their own problems and certainly did not deserve an $8.9 Billion tax payer bailout any more the General Motors deserved their tax payer funded free lunch. Tax payers should not be underwriting any company – especially those previously convicted on multiple continents of FTC violations of law. Reply
KennyRedSocks hotaru251 said: man nvidia investing in em really made em follow suit and just "frick the client server pays more" mentality which is 100% correct business choice but a poor brand choise. It's not like their hybrid architecture is great anyway. Maybe they can throw some 14A at the client segment when Hammer Lake drops. Reply
bit_user TechieTwo said: Intel is good at manipulating public opinion. They'll end up with another $20 Billion of tax payer funds to "help" them deal with demand. One thing I'll say for Trump's approach is that it actually creates a disincentive for Intel to take any more. By demanding Intel issue stock in return for the money, it dilutes existing shareholders. If they're not convinced Intel needs more money, they might just vote against it. TechieTwo said: They created their own problems and certainly did not deserve an $8.9 Billion tax payer bailout any more the General Motors deserved their tax payer funded free lunch. It wasn't a free lunch – it was a loan . And General Motors paid it back. They all did. TechieTwo said: Tax payers should not be underwriting any company – especially those previously convicted on multiple continents of FTC violations of law. That's cutting off your nose to spite your face. Intel is the only truly US-controlled leading edge logic fab. Even the TSMC and Samsung fabs that are located here might not be able to operate, if cut off from their mother ships. Anything else Intel does is replaceable, but their fabs are not. Right now, the fabs are operating at such huge losses, that you can't cut them loose, either. And nobody else is using them, of any significant volume. So, to keep them going, it turns out that we currently need the rest of Intel, as well. Eventually, the fab needs to stand on its own and then it can be cut loose from the design side of the company, which is what most of the board and investors probably want, as well. Reply
thestryker pug_s said: Intel has plenty of capacity for producing wafers from the 14nm and 22nm era. This is false. Historically Intel wound down and eventually retired nodes when they were no longer volume competitive. 22nm has been reworked and is a somewhat specialized node they call Intel 16 now. 14nm was largely converted over to 10nm though they did use it for some chipsets. Intel is also working with UMC on a new node being referred to as Intel 12. This will likely siphon off capacity from Intel 7 as it becomes available. The expansion of advanced DUV capacity never ended up happening and Intel replaced equipment early instead (this was part of the last big set of one time charges). It's not until the standardized EUV nodes came about that this strategy shifted to more long term availability. Starting with Intel 3 everything after should be around as long as there's market viability. They're also creating specialized versions of 3 and 18A for TSV optimization. Doing this wouldn't have been a good strategy in the past since Intel relied on being fairly lean with regards to fab capacity. Reply
umeng2002_2 pug_s said: Intel has plenty of capacity for producing wafers from the 14nm and 22nm era. I wonder why they didn't produce memory or nand using these fabs? You vill ownz nuzzing and be happy. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/we-cant-completely-vacate-the-client-market-says-intel-amid-wafer-supply-shortages-nova-lake-still-on-track-for-late-2026-release-14a-in-2028#main
- https://www.tomshardware.com
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