Their burn rate is incredibly small for a drug company, company could exist indefinitely selling a few shares now and then while it develops its drugs. Company is well run by the founder for both himself as the major shareholder and its retail shareholders. Rare.
That was a surprisingly informative hype-free list ;-). The INTC story is good enough without having to spin imaginative fables ;-).
None of your vague hand-waving will change the fact that Samsung has the money and process technology to comfortably provide foundry customers with volume wafers from three 14FF Fabs down to 10FF ultimately. According to you finFET was Intel's magic bullet yet it did not provide a KO blow to ARM at mobile but merely allowed Intel to compete well. The best mobile gpus are still coming from Nvidia and they don't need FinFETS or 14nm to work well.
plunged 39% to ... $4.35 billion which is still more than what Intel made net last quarter. They have three 14FF Fabs set up in Korea, Austin and NY ( licensed to Globalfoundries) and these can be re-used for 10FF. Seriously there is nothing to see here for the next few years and only 7nm can now become a back-breaker for anyone.
I bought 4 in the same time period but placed most on NYMX (2.5x more than the others). There is no resistance until 4.53 and the heavy volume over the past month I thought would be enough to shake out all the weak hands over time and so luckily it proved.
Stock Consultant -
+196% at 4.77 ± 0.24, type Single, strength 1
+225% at 5.24 ± 0.26, type Double, strength 3
Cherry Trail's gpu is hardly going flat out, it's at 600 MHz, Bay Trail's is 792 MHz and Core-M's is 900 MHz and no doubt will be turned up much higher in the Celeron versions.
'We at TechInsights note that Samsung has licensed their 14nm finFET process to GlobalFoundries and are marketing three production ready 14nm fabs including: S2 Fab Austin TX, S3 Fab HwaSeong South Korea, and Fab 8 Saratoga NY. This last fab, Fab 8, is the GlobalFoundries facility. A fourth Samsung fab, S1 Fab in GiHeung South Korea, is designated for prototyping.'
Airmont is 37% the size of Silvermont, it's only the fourfold increase in gpu units (4 to 16EU) that prevents Cherry Trail being much smaller.
'The IDM model is clearly broken for mobile.'
There are currently only two companies producing selling mobile FinFET SoCs and both of them are IDMs, Intel and Samsung.
Samsung and TSMC still have and make billions every year. If you are waiting for them to run out of money to build fab capacity you will have a very long wait ahead of you. Intel will have to beat them on technology not money.
TSMC 16FF has 90nm gate pitch, 64nm minimum metal pitch.
Samsung 14FF has 78nm gate pitch, 64nm minimum metal pitch.
Intel 14nm has 70nm gate pitch, 52nm minimum metal pitch.
If transistor area can be compared by the ratio of (gate pitch * minimum metal pitch) you get the following relative transistor area sizes
TSMC 16FF = 1.58 i.e. 58% bigger
Samsung 14FF = 1.37 i.e. 37% bigger
Intel 14nm = 1.00 i.e. the only real 14nm
Samsung 14FF is an Intel 16.5nm and TSMC 16FF is an Intel 18.5nm.
Surface 3 is out now and contains the genuine 14nm CherryTrail finfet SoC. Samsung do not produce a genuine 14nm which is why they call it 14FF to avoid being sued. It is 37% larger than Intel's 14nm making it equivalent to an Intel 16.5nm and anyway is out no earlier than 14nm Cherry Trail and 14nm Core-M.