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Intel Corporation Message Board

semi_equip_junkie 81 posts  |  Last Activity: Jan 31, 2015 12:34 AM Member since: Feb 16, 2012
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  • Reply to

    Hey Monk

    by semi_equip_junkie Jan 29, 2015 10:46 PM
    semi_equip_junkie semi_equip_junkie Jan 31, 2015 12:34 AM Flag

    "How much did QCOM spend on their fabless SOCs compared to INTC with a fab ?"

    Intel did not "spend" money on fabs - it is recovered via depreciation but that's too complicated for you.
    To you Mr. Simpleton it seems to mean Intel "spent" the money and it's gone
    The question is :
    how much is QCOM et al going to spend in the future on their fabless SoCs - do you follow?
    You never worked in the industry but I did.
    There was a huge boom for the foundry model but that has changed.
    Sorry if you can not see the changes that are occurring - but on the other hand you believe Intel will fab for NVDA....

    As amd u mentioned IDM's will outperform because the design guy and production guy work hand in hand -
    QCOM has integration engineers at TSMC but that does not cut it - the foundry now sells "a" process that fits all with little differentiation compared to the past.

  • semi_equip_junkie by semi_equip_junkie Jan 30, 2015 4:24 PM Flag

    Dramatic rise in design cost (source BRCM) in millions
    40 nm $ 40
    28 nm $ 75
    20 nm $ 150
    16 nm $ 320

    what is the conclusion?

    the original foundry concept was based on many customers ordering 5 k wafers, 10 k wafers or 20 k wafers - a truly custom made approach and highly flexible

  • Reply to

    Open letter to INTC investor relations

    by stockjock44 Jan 30, 2015 12:57 PM
    semi_equip_junkie semi_equip_junkie Jan 30, 2015 4:03 PM Flag

    A lot of chip stocks are getting trashed today - I think KLAC is a great opportunity with 3.2 % dividend.
    Perhaps some people are familiar with Silicon Investor
    LRCX was the "Blood Thread" - buy when the blood is flowing

  • Reply to

    Hey Monk

    by semi_equip_junkie Jan 29, 2015 10:46 PM
    semi_equip_junkie semi_equip_junkie Jan 30, 2015 3:47 PM Flag

    How much did QCOM spend on their fabless SOCs compared to INTC with a fab ?
    Do you understand the term "Cash Flow" - depreciation is part of it .
    you are obviously a dummy when it comes to terms like cash flow or fix cost degression-
    but you remeber the NVDA slide don't you?
    you need beaucoup volume -

    Chip design cost is also increasing exponentially. McGregor showed a chart with dramatically increasing cost for each process node for such things as software, prototyping, validation, verification and IP qualification per process node.

  • Reply to

    Qualcomm Drops Over Ten Percent

    by wallisweaver Jan 29, 2015 10:07 PM
    semi_equip_junkie semi_equip_junkie Jan 30, 2015 12:28 AM Flag

    Yes _ Intel lost mobile and owns the entire server market -
    you and the rest are stupid as stupid does - absolutely uselss

  • semi_equip_junkie by semi_equip_junkie Jan 29, 2015 10:46 PM Flag

    what happened to the ARMH poster child QCOM - a big gun and no bullits or NO gun at all and NO bullits?
    ARMH happy days are over - 45nm perhaps 28nm was the sweet spot - it's downhill slowly but surely.
    The fabless model worked until you stepped on Intel's feet
    hey TSMC spending $12 billiom on capex compared to Intel $ 10 billion - desperate

  • semi_equip_junkie semi_equip_junkie Jan 29, 2015 12:20 PM Flag

    and the backend of 16++ is still based on 20nm - only minor improvements in density.
    Imagine Intel coming out with a "true" 10nm - I believe the backkend processing is equally difficult compared to the FinFet portion - perhaps even more difficult - eventually introducing new materials.

  • semi_equip_junkie semi_equip_junkie Jan 29, 2015 12:03 PM Flag

    KLAC already mentioned early deployment of 10nm....just like Nenni A.E. does not understand capex. and therefore is equally useless
    BTW KLAC is not test (that would be TER)
    KLAC does metrology (measure CD's , thichness of layers yadayada - as dimensions shrink one has to measure more frequently

    the other aspect of KLAC relates to defects - how to detect defects early - all kind of defects

    actually I need to read ASML transcript as well

  • semi_equip_junkie by semi_equip_junkie Jan 29, 2015 12:30 AM Flag

    Real men have fabs
    "Real men have fabs." AMD founder Jerry Sanders made the point—in blunt, politically incorrect fashion—that maintaining control over IC manufacturing was crucial ...
    Wallstreet - stupid is as stupid does ...constantly looking for short term gains and not seeing the big picture -after almost destroying US based manufacturing base for chips in the US
    Intel is a top notch investment for the next 10 years

  • semi_equip_junkie semi_equip_junkie Jan 29, 2015 12:22 AM Flag

    I wouldn't be surprised if Apple bought a fab of its own very soon.

    yes moron - they should have done it 10 years ago but fabless was so hot 10 years ago.
    buy a fab
    what fab is on the market - some AMD -
    besides AAPL is probably spending more on NAND and LPDRRAM

  • semi_equip_junkie by semi_equip_junkie Jan 27, 2015 11:37 PM Flag

    Well, we had a nice bounce back in foundry from Taiwan specifically in the December quarter. So that was encouraging to see, but foundry was weaker than we expected going into the quarter.

    KLAC tanked 10% but it will come back - TSMC has NO choice but spend

  • semi_equip_junkie semi_equip_junkie Jan 27, 2015 11:23 PM Flag

    the world is porting to ARM.....

  • Reply to

    KLA Tencor versus Nenni

    by semi_equip_junkie Jan 27, 2015 10:33 PM
    semi_equip_junkie semi_equip_junkie Jan 27, 2015 11:10 PM Flag

    So, I think you’ll see multiple players. I think that’s still our expectation, but to the point earlier, we’re seeing a much more measured ramp up capacity for FinFET. I think the leader is comfortable with their position and the other players are working quickly to try to catch up, and I think the competitive dynamics on that front will ultimately drive how much capacity gets added over the course of the year. We think that is what’s driving some of it into the second half, but ultimately I think you end up with multiple players with the capability.

    who is the leader?

  • semi_equip_junkie by semi_equip_junkie Jan 27, 2015 10:51 PM Flag

    As I mentioned, we believe the near term volatility in foundry and logic is largely a timing issue and a function of a variety of factors including customer concentration and yield issues as well as shifting capacity requirements at the leading edge for 14 and 16 nanometer and the timing of early development activity for 10 nanometer.

    it's dog eats dog world - intel won't slow down

  • semi_equip_junkie by semi_equip_junkie Jan 27, 2015 10:33 PM Flag

    In the near term however, demand remains fluid, particularly in foundry and logic, where we have recently seen orders from select customers slated for sub 20-nanometer, originally expected in the March quarter, pushed to later in the calendar year. We believe these delayed orders reflect yield and process stability issues associated with bringing these advanced device architectures to market.

    I invest in semi equips for more than 20 years ....don't even have to read the transcripts - somebody has problems

    poop control - do you get this?
    I am glad we have Nenni - he and other morons provide opportunity

  • Reply to

    Chief What is your take

    by lost_my_shorts Jan 27, 2015 2:10 PM
    semi_equip_junkie semi_equip_junkie Jan 27, 2015 4:44 PM Flag

    Bunch of morons on this board - all day and all night ....poop control for example , apology idiot and so on.
    also Getanid61 who believes Intel will fab for ARM.....
    do you know why KLACs outlook was so weak -
    more FinFet delays?
    I know GF placed huge orders several quarters ago but somewhere I red they were mouthballing equipment

  • Reply to

    Is Altera leaving Intel for TSMC?

    by boob_patrol Jan 27, 2015 3:26 PM
    semi_equip_junkie semi_equip_junkie Jan 27, 2015 4:36 PM Flag

    ALTR is using TSMC for 20nm - I believe ALTR quoted $ 1 million revenue from 20nm during last CC.
    That was the original plan (using TSMC for 20nm) when the Intel/ALTR announcement came out.
    Poop control is getting more senile by the day.
    Pretty amazing certain "sources" are quoting Nenni
    Nenni will say whatever it takes to get hits for his site

  • semi_equip_junkie semi_equip_junkie Jan 26, 2015 1:15 PM Flag

    Regarding loosing money
    TSMC capex is $12 billion compared to $10 billion....
    what's TSMC revenue from 20nm and less?
    who do you think is loosing money ?
    TSMC bleeding edge is subsidized by "older" technology - can you follow?

  • semi_equip_junkie semi_equip_junkie Jan 22, 2015 11:22 PM Flag

    hey boob - close to hit bottom
    you're sure one of the dumbest S of B's I ever seen

  • semi_equip_junkie by semi_equip_junkie Jan 22, 2015 2:45 PM Flag

    because Intel is now a competitor and more important Intel sets the pace -
    foundries are forced to spend more and have less time to recover returns .....
    if not for intel foundries would be still @ 28nm....
    all this does not happen over night - it's a slow process
    let's see when ALTR is coming out with FinFet FPGA

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