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by snitty
642 days ago
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Yes and no? Intel is being weighed down pretty dramatically by trying to do 5 nodes in 4 years AND do it at any scale. Intel's foundry business lost 2.8B last quarter, on revenue of 4.3B. That means they spent 7.1B in THREE months. Intel currently can't use any of its new nodes to make their leading chips (AI PC, e.g.) because those nodes aren't operating at scale. So they're paying TSMC to make the chips. Which means that Intel isn't sending work to its own fabs to offset the costs of advancing nodes. Plus, the foundry business hasn't managed to announce any flagship deals with outside parties. By making it a sub at least they can raise funds to burn someone else's money while they try to spin things up. The bigger headwind they face is that if Intel is tightly tied to the fabs, those fabs are going to be focused on serving intel, and not on serving the other customers it needs to service to have a leading node fab be remotely sustainable. |
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Xeon 6E was released on Intel 3 in June and Xeon 6P is launching next month. Data Center is currently a smaller market than client CPUs for Intel, but its still a $10B+ market segment for them.