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Viewing post by Tim_Cookie

Tim_Cookie 3 months ago bearish
Intel CEO Lip-Bu Tan now saying Intel will potentially "write-off" the 18A process and instead focus on their 14A chipmaking process. This is in an effort to win major customers over with promises being made about the 14A process, which is still in early development phase. Am I missing something or has Intel been kicking the can on delivering a solid product for almost a decade now? Ever since the Skylake launch in 2016 Intel hasn't delivered a product based on a new process without some kind of major upset. https://www.reuters.com/business/retail-con...
Read this market discussion comment reply about INTC stock from AlphaGod AlphaGod 3 months ago
Intel's 18A node is facing too many challenges with its late arrival compared to TSMC's N3, which means customers are getting to the point where they aren't interested anymore. By pivoting their marketing to 14A, Intel has a chance to make big promises with plenty of runway to execute on in order to deliver something that actually has a prayer of satisfying customers.
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