I feel like that’s just softening the eventual news blow for stock holders. How big of an order will a major customer want to commit to. Who wants to be guinea pig for a foundry that has been bad news for a decade+
Hindsight 20/20. Over invested in foundry capacity. Maybe should have started with less capacity and be happy building up with a bunch of lower volume customers to raise confidence with the big customers
It’ll be US gov, military or Israel, since they make a load of chips there. The US government will not let intel fail.
Military doesn’t use cutting edge dies like 14A. Armed forces prefer rock solid performance under duress from older, larger dies. Not 8086 levels, but like 45nm architecture. The older dies have the benefit of mature logistics and material sources which make supply more reliable while years of iterative manufacturing QC has driven the costs to the lowest possible.
This is not necessarily true. The navy ships house plenty of newer generation rack mounted computers and other hardware.
Military wants to build AI drones – that can’t be done with legacy nodes.
What drone uses 14A chips? Most drones use chips from a decade ago because they are cheap and numerous.
The cheap drones currently in use require human control. The next generation will be autonomous with automatic targeting, so no human input and impervious to jamming. This requires a lot of processing power. The world is about to become a very scary place…
Wanna bet?
They would try to kill Intel if they knew about their DEI program but fortunately, they may be too stupid to notice yet.
Bullshit, they want domestic chip production. They’ll bail it out, just like the banks were back in 2008.
They killed petroleum-dollar recycling. They are actively killing small manufacturers in the USA. I think you missed those details.
I believe you missed the time when Trump was praising TSMC for investing in US plants. Aka. domestic manufacturing infrastructure.
https://www.theguardian.com/business/2025/mar/03/tsmc-semiconductor-chips-us
Trump may be a semi-functional cantaloupe, but his Republican troupe is just smart enough to govern in the short term.
Did not miss that; it is another reason why Intel is not safe. They are willing to sell everything to anyone who is willing to pay service to their egos.
Exactly, hence why they will sell to US buyers. Because they know their goose is cooked if Trump decides to hate them. You save your skin from the current tyrant, this is Darwin 101.
