Intel hasn’t executed a node anywhere near on time and meeting expectations in ~15 years at this point. And that’s when those expectations were compared against Intel prior performance as having the worlds best fabs.Hmmm … the next time someone argues that Apple puts the RAM on package because they are cheap:
Lunar Lake's integrated memory is an expensive one-off — Intel rejects the approach for future CPUs due to margin impact
Lunar Lake was a one-off project with on-package memory.www.tomshardware.com
Relatedly, Intel is planning to get off TSMC, but won’t be able to completely do it for the first batch of Intel’s 18A processors (30% will still be TSMC), indicating to me low volume at first. Perhaps expected but it’s important to remember Intel’s need for 18A to be profitable comes not from manufacturing its own chips but being able to serve third parties.
Intel outlines plan to break free from TSMC manufacturing — 70% of Panther Lake at Intel fabs, Nova Lake almost entirely in-house
Good days are coming for Intel.www.tomshardware.com
I’ll believe it when I see it, and as per @Cmaier i have no confidence in Gelsinger being any more effective at Intel leadership than he is converting me to Christianity.
