Looks like 18a may be a gonner: https://www.msn.com/en-us/news/technology/intel-might-axe-the-18a-process-node-for-foundry-customers-essentially-leaving-tsmc-with-no-rival-intel-reportedly-to-focus-on-14a-updated/ar-AA1HQRig?ocid=BingNewsSerp
25 replies (most recent on top)
But didn’t def met say 18A is all good?
The year of 18A…. NOT!!
Intel indeed failed many process nodes in past 10 years since 2016, all failed for process nodes 7nm, 4nm, 3nm, 18A.
0 node in 4 years. 5N4Y completely failed.
N = N +1
Unfortunately for Intel, it never converges....
Stop the nonsense completely now. No more new nodes.
Repost from a different thread
•••
18A has no external customers that can offset the development costs.
That’s a fact.
One can debate the reasons, but this is a fact one can easily look up in the many 10Q financial reports.
Or you can listen to the CFO
"We get test chips, and then some customers fall out of the test chips... So committed volume is not significant right now, for sure,"
Intel employees live in a reality distortion field where everything that Intel does is awesome.
Another inconvenient fact is that Pat sold 18a as the be all end all for IFS. Look, he even said. IN PUBLIC, that he bet the company on 18a and that has clearly failed.
The goalposts have moved and Intel has ZERO credibility with 14a.
Two issue to be concerned about
Intel engineers are going to miss the yield learning on 18A from running many tens of thousands of wafers. What’s to think 14A will any more compelling? 18A apparently was not all it was touted to be.
The capital write off of 18A process tools is going to be enormous.
Turnarounds don’t normally happen anyone believes deep down that Intel can turn this around is wrong. it doesn’t matter with the layoffs. Now they’ll be layoffs later there will be layoffs, the end is still the end and the result is still the same. If you get through this round buys you a little more time, but everybody Should be thinking about their What are they gonna do next and working on that not focused on Intel as you cannot change the trajectory
@ar Well you must be fun at parties. Lighten up, dude.
@am so OPs whole contribution to this thread is "Looks like 18a may be a gonner:"? By the way its "goner". Don't waste anyone's time re-posting MSN... now there is a goner...
@am who needs people posting other peoples work? No where in OPs post did they make the claim that it was the title of someone else's work.
Typical Intel employees... we can post some real work and imply its our own...
@ae That's the title of the article the OP linked to. They didn't author it so you shouldn't direct your question to the OP. You should actually read the article before commenting. If you did then you'd realize the author was referring to prospective, not actual, Intel foundry customers.
@ah what is going to pay for the forever run to the next brilliant idea? By PGs own words, he bet the company on 18A. There is nothing left.
Post here for @a7
@c3+1jz5pxs95
Who knows? They may move from 18A to 14A to 12B and hit the jackpot.
@ac read what you post. You stated "Intel might axe the 18A process node for foundry customers". Seems like a logical question is who are these customers...
@a7 That's some next-level delusion right there.
@aa Why are you asking me (OP)? I'm just the one who posted a link to the article. Not sure what foundry customers you're talking about because I didn't say there were any and don't think there are.
@a5 what's your role...criticize everyone else. Put it in your resume. Might help you find a job after you lose yours next week.
OP, who exactly are these 18A foundry customers? Intel doesn't even use its own foundry for manufacturing its high end products.
Maybe internally Intel is so shocked by the magnificence of 18A, that it makes sense to dedicate all capacity to internal products that will kick the industry’s a-s (why enable the competition).
Crushing the market will be the impetus for everyone, including Apple to come begging for 14A capacity. Maybe LBT knows something we just don’t know. Maybe he will be in a bunny suit at a future WWDC, who knows? This is the only strategy that makes sense.
@a5 👍🤣
@a1 So you're here as...what?...the multiple post police?
Been reported like 4 times below