News Intel Foundry Roadmap Update - New 18A-PT variant that enables 3D die stacking, 14A process node enablement

[thestryker]

I see your point. I think it’s more nuanced. The EUV node standardizations are an ingredient not a cake. Everyone knows you need flower, eggs, salt, sweeteners to bake a cake …. But there are better bakers than others … and Intel has lacked the proper mindset to be a top baker. Imagine a woman with all the beauty, success, and ingredients to be a great partner but is simply horrible at relationships that’s Intel they are going to the gym, got a new career .., whatever but they just haven’t learned how to be in a relationship and thusly are bad partners and therefore never expanded their foundry business. Thats just my opinion. Nvidia didn’t just become synonymous with AI because of their GPUs.

It's unfortunate that this article didn't include more of the slides regarding the partnership shift but here's a couple applicable ones:
https://nitter.poast.org/IanCutress/status/1917272985519677686#m
https://nitter.poast.org/IanCutress/status/1917265484476735491#m

They’ve had a foundry business for years just not a very good one and were never taken seriously.

There's two reasons for this:
1) the only time Intel really made a push (before now) they weren't allowing leading edge volume for third parties (what this said is that they weren't really taking it seriously and really just wanted volume for older nodes to lower fab costs)

2) their proprietary tools meant that Intel had to be significantly more hands on than any other fab which is a bad thing for many reasons

 

[TerryLaze]

more than a decade ago.

Whoop-de-doo, they missed out on increasing their fab business by a whole, not even, 2%
Yeah, they didn't even try back then.
https://www.fool.com/investing/gene...oration-to-build-chips-for-nvidia-corpor.aspx
"This would work out to about $586 million in incremental gross profit for Intel. To put this into perspective, Intel generated approximately $35.6 billion in gross profit during 2014, so this potential deal would amount to a 1.6% increase. "

Intel got so bad at the foundry game meaning being prepared they themselves have to rely on TSMC .

Didn't that just show how much worse TSMCs node is?! Large loss in speed with basically the same design.

 

[acadia11]

Whoop-de-doo, they missed out on increasing their fab business by a whole, not even, 2%
Yeah, they didn't even try back then.
https://www.fool.com/investing/gene...oration-to-build-chips-for-nvidia-corpor.aspx
"This would work out to about $586 million in incremental gross profit for Intel. To put this into perspective, Intel generated approximately $35.6 billion in gross profit during 2014, so this potential deal would amount to a 1.6% increase. "

Didn't that just show how much worse TSMCs node is?! Large loss in speed with basically the same design.

You are missing the point. Why do you think that would have been the only deal? 2014 nvidia is not 2025 Nvidia, Nvidia was selling for $5-$6 a share in 2015? Nvda as we now know them didn’t start until 2017 … the bottom line is you are right your attitude is exactly why Intel is where they are today. They too thought big whupdie dooo … they also had a chance to invest $1 billion in openAI … again cavalier attitude gets you left in the dust. Innovative companies are executing today and preparing for tomorrow. AI capability has been decades in the making but the companies that are benefiting had strategies years ago to win. Anyone who thinks you can keep doing the same thing forever and exists as both a company or in life in general will always lose. Period. Nature tells you this pretty clearly.

 

[acadia11]

Around 10 years ago Nvidia offered its GPU designs for use in other processors, like Apple or Intel or MediaTek could've made their chips with Nvidia iGPUs. That never happened. So is Nvidia a bad partner?

They are if it’s half
attempt and they are just throwing against the wall and seeing what sticks, yes, that would make them a bad partner if they aren’t trying to actually implement that strategy.

 

[TerryLaze]

the bottom line is you are right your attitude is exactly why Intel is where they are today.

And where do you think that they are today?!
They are building up FABs getting much bigger and have a new node ready to go that is on par with the best that TSMC has/will have at the same time.
You think that's bad or something?!
So they didn't make money for two years because they put everything into doing that, so what.

Still a thousand times better than not having any FABs and relying on somebody else to provide you with production and any progress, worrying that whoever you get your stuff from could be gone at any time.

 

[acadia11]

And where do you think that they are today?!
They are building up FABs getting much bigger and have a new node ready to go that is on par with the best that TSMC has/will have at the same time.
You think that's bad or something?!
So they didn't make money for two years because they put everything into doing that, so what.

Still a thousand times better than not having any FABs and relying on somebody else to provide you with production and any progress, worrying that whoever you get your stuff from could be gone at any time.

What are you talking about most chip makers don’t have FABs, AMD, ARM holdings doesn’t make chips at all … and both are in a much better position than Intel. This is not 30 years ago. In fact, AMD spun off GF years ago … for this very reason the cost for leading edge technology is far too expensive if your main consumer is yourself. Which all goes back to the point 18A is great but this is not enough in itself to turn Intel around because the nature of the semiconductor industry has changed.

The saving grace for Intel has nothing to do with tech at all it’s politics that most likely gives Intel the best chance to succeed.

 

[TerryLaze]

What are you talking about most chip makers don’t have FABs, AMD, ARM holdings doesn’t make chips at all … and both are in a much better position than Intel.

When was the last time you actually looked at their finances?!
Both are doing terrible compared to intel.
TSMC is doing great against intel but that's a different thing.

 

[acadia11]

When was the last time you actually looked at their finances?!
Both are doing terrible compared to intel.
TSMC is doing great against intel but that's a different thing.

AMD had its best quarter in history last quarter nearly $8 billion , and earning 3.31 a share , 2024 was historically AmDs best year in record. Not to mention AMd has destroyed Intel in the highly lucrative datacenter space actually its number 1 now. arm joldings also experienced a record year in 2024. Intel literally shed 50% of its market cap and posted a near $19 billion dollar loss for 2024 and started 2025 with a 800 million dollar loss… you literally have no idea what you are talking about at all and I understand I’m wasting my time. Intel is not doing better than either company but Intel shedding so much value leaves a huge opportunity for growth … as stated their fate is really tied to politics and simply question of will they become someone’s acquisition target or make the right decisions that go far beyond just tech. Either way it’s a win-win situation … but none of that is them currently being more financially sound than AMD or ARM holdings.

 

[TerryLaze]

AMD had its best quarter in history last quarter nearly $8 billion , and earning 3.31 a share , 2024 was historically AmDs best year in record.

https://ir.amd.com/news-events/pres...-quarter-and-full-year-2024-financial-results
AMD made $1,641 for the full year of 2024.
That 8bil you are talking about turned into $482 mil because they have to pay tsmc. (not only but a big part of it)
https://www.macrotrends.net/stocks/charts/ARM/arm-holdings/net-income
ARM made $306 million in the full year of 2024.

Intel literally shed 50% of its market cap and posted a near $19 billion dollar loss for 2024 and started 2025 with a 800 million dollar loss…

Show us how much of that is the money that went to the FABs....
Why are you pretending like they aren't building FABs when that is the main argument that I'm making?
Also out of that 19bil 7 where compensated by cost cutting and another 10 by tax stuff, bottom line they lost 600milions. (566)
And they still spend multiple billions on fabs.

 

[Mr Majestyk]

Producing products simply from their own FAbs for themselves isn’t enough to re-invigorate … ImHO producing products for others and finding some serious acquisitions to address their AI failures is tantamount to their success. I liken Intel to Apple circa 2000. Fix your base problems first , ie Apple really bring the Mac back to life and then transforming to the forefront of the personal computing anywhere movement with the iPhone brought them back from the dead. So yes really fix their current core products and fab processes but they need to have a future plan that prepares for current and future revolutions in terms of innovation.

They have to start somewhere. I didn't claim it would save them, but if they don't get products out soon then they certainly won't re-invigorate. It's talk, talk, talk, promise, promise promise at the moment. They should just get on with delivering now, we heard plenty about 18A.