https://wccftech.com/intel-ceo-lip-bu-tan-reportedly-moves-up-14a-risk-production-to-q1-2027-as-the-nodes-defect-density-races-toward-target/
13 replies (most recent on top)
@OP 2027 has been shaping up to be a breakout year for Intel, especially on the IFS side.
Who knows, maybe they will even do something meaningful on the product side?
A JV with SK Hynix to startup the Ohio fab would be a huge win for IFS and Product.
AI and the market in general look a lot like a major crash about to happen, as it appears that most of the AI revenues are coming from companies spending VC money. That is about the only downside risk I see, and it could prove to be generational in losses.
Lets see how many High NA EUV patterned layers on various chipsets we bragging about ?
@OP LBT is busy wrapping his Xmas presents, but only for those who have been nice.
The Naughty Ones will be laid off, as usual.
@OP Is it ever really too soon to buy the dip?
I don't believe OP isn't ready for so much awesomeness.
It will take a few years to build a fab, at least 4-5 years. The 2028 production is a hoax.
Without external customers and even without internal products, 14A is just used to fool the stock market.
It will be delayed and canceled later to move to 10A if there is no customer.
I bet it will be delayed and cancelled soon
@OP Then come the external customer announcements.
Everything Is Awesome!
He says that, because he knows a fuel crisis comes in the next month or two, then he claims force majeure, and he doesn't actually need to deliver.
That’s OK. There’s still 7A and 2A.
The leaders and managers of the def Met team of Oregon will save us!! They will HVM going!