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Intel Corporation Message Board

semi_equip_junkie 170 posts  |  Last Activity: 3 minutes 3 seconds ago Member since: Feb 16, 2012
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  • Reply to

    Intel to reduce workforce 5% in 2014

    by backpain_bstn Jan 17, 2014 3:07 PM
    semi_equip_junkie semi_equip_junkie Jan 17, 2014 3:30 PM Flag

    Why don't you compare it on an absolute base with TSMC. (sales$ per head)
    Look it up and than "report" back what your findings are.
    Re "layoffs" - some times it can be difficult to get rid of "dead wood" - that's what they are doing - No major cut

  • Reply to

    Intel to reduce workforce 5% in 2014

    by backpain_bstn Jan 17, 2014 3:07 PM
    semi_equip_junkie semi_equip_junkie Jan 17, 2014 3:39 PM Flag

    Fab is idling
    Did Intel cut capex for equipment?
    What does this tell?
    Any brains?

  • semi_equip_junkie semi_equip_junkie Jan 17, 2014 4:25 PM Flag

    What exactly is THE impact of idling the fab ?
    why not running existing lines at 90% rather at 80% - what's the financial impact on improving loading of existing fabs.
    Building Fab 42 was NOT a decision made yesterday - well - things are different from what they were 3 years ago.( I think everybody including Intel understands that)
    Do you suggest Intel should have stopped construction a year ago?

    Things change....
    just look at Micron
    memory and NAND flash are in very high demand...
    three years ago memory and NAND wasn't that hot but things DO change.
    So please stop playing Monday AM quarterback

  • Reply to

    Intel: The non traitor take is much more positive

    by jamulmike Jan 17, 2014 9:50 AM
    semi_equip_junkie semi_equip_junkie Jan 17, 2014 4:49 PM Flag

    Building the new fab was probably made some time ago (three years?) and they might been caught off guard - I don't believe it would have been a good idea to while in construction.
    They probably decided to finish it while already knowing it would be idled.
    But market dynamics change as you pointed out and B.K. is probably looking at other possibilities.
    Also growth prospects for low power DRAM looks very, very good
    I do not know what situation in Lehi is (IMF) ;Micron is usually very good to squeze out milage from plants and equipment.
    But sometime it's not possible to further upgrade facilities like air handlers to meet DD requirements and they need to bite bullet and get a new shell

  • Reply to

    Wake Up Intel - Buy MU

    by bullseyecatnip Jan 17, 2014 4:58 PM
    semi_equip_junkie semi_equip_junkie Jan 17, 2014 5:24 PM Flag

    No need at all - but they now have a "shell"
    if there is really a BIG push to convert to SSD than they need quite a bit of capacity

  • semi_equip_junkie semi_equip_junkie Jan 22, 2014 1:33 PM Flag

    I did not sell but I bought more ASML in mid 80ties
    you my friend are a loser spending too much time of its life on message boards

  • semi_equip_junkie semi_equip_junkie Jan 22, 2014 2:14 PM Flag

    "So Intel has had a long run at learning how to make them."
    I have stated many times - Intel processed megatons of TriGate silicon
    Compare Intel and TSMC capex over the last couple years - capex $ per wafer start is going up but Intel's capex remains fairly steady
    from what I recall reading 80% of 22nm node equipment is extendable to 14nm
    also it appears Intel is trying to achieve higher u-rates

  • semi_equip_junkie semi_equip_junkie Jan 22, 2014 4:19 PM Flag

    But analysts don't understand the message because they don't have the technical horsepower to connect the dots.
    excellent point
    I recall Varian investor day several years ago - at the end VSEA management quizzed the analysts to make sure they understand -

  • semi_equip_junkie by semi_equip_junkie Jan 22, 2014 4:57 PM Flag

    ... and the MPU sector continues to add 14-nanometer capacity.
    Our current business visibility along with a high level of business certainty provided by our current backlog and understanding of near-term demand, allows us to reiterate our revenue guidance of around EUR 3 billion for the first half of 2014, excluding EUV. This creates a solid basis for the remainder of the year.

  • semi_equip_junkie by semi_equip_junkie Jan 22, 2014 5:29 PM Flag

    Nenni copies and pastes selectively from various sources and markets it as its own research -
    is he objective?
    I won't even bother to argue with that guy because it's waste of my time
    you won't see Nenni posting data like capital intensity which is downright terrible compared to Intel and he thinks people are stupid...
    By Tiernan Ray

    Shares of chip equipment vendor KLA Tencor (KLAC) are down $2.38, or almost 4%, at $61.28, after the company made remarks by the company’s CFO, Bren Higgins, this afternoon at the Credit Suisse Annual Technology Conference in Scottsdale, Arizona.

    The remarks indicated that bookings this quarter may be below the mid-point of what the company had previously forecast, attributing the change to a $100 million order for tools for 10-nanometer chip production being delayed until next quarter.

    Thank God I follow semi equip stocks -
    did the pushout/mothballing of Fab 42 have any impact on Intel capex spending for equipment?

  • Reply to

    nenni is a "funny" guy

    by semi_equip_junkie Jan 22, 2014 5:29 PM
    semi_equip_junkie semi_equip_junkie Jan 22, 2014 9:28 PM Flag

    For a smart guy you really are ignorant.

    I am certainly not stupid enough believing TSMC that they are only a little bit behind Intel -
    you are the one who is ignorant.
    How many FinFet/Trigate wafer did TSMC ship to date - how many TriGate wafer did Intel ship to date.
    You are clueless about the manufacturing aspect
    No I don't read your blog - I have better sources.
    TSMC spends $1 capex for $2 of revenue from 28nm and less - perhaps even more
    the fabless model is DEAD - QCOM, Apple will have to move towards the IDM model in order to survive - IOW they will have to provide funding to the foundries.- chip equipment makers will make a killing

    Zvi Or-Bach, President and CEO of MonolithIC 3D - another nerd from the ARM camp who included Samsung NAND and DRAM capacity when comparing it to Intel capacity - besides that "expert" does not even understand that capex $ / logic waferstart is significantly higher compared to memory

    Stupid is as Stupid does

  • semi_equip_junkie semi_equip_junkie Jan 23, 2014 11:33 AM Flag

    [Gee, that's funny because the Xilinx people just said yesterday that there wouldn't be any significant revenue from 20nm in 2014. They said it's a year off. Which we all already knew in spite of your continuous propaganda.]

    That's a GOOD one -EXCELLENT- you caught him once again
    Intel already shipping 22nm FPGA
    Achronix shipping fpgas made on Intel’s 22nm Tri-Gate process

    Achronix is shipping the Speedster22i HD1000 fpga to customers. The device, built on Intel's 22nm 3d Tri-Gate process, is said to consume half the power and to be half the cost of competitive high end fpgas aimed at high bandwidth applications.

  • semi_equip_junkie semi_equip_junkie Jan 23, 2014 12:40 PM Flag

    Achronix is shipping 22nm - both ALTR and XLNX are lagging

    Achronix has also gone directly at the heart of the big companies’ market stronghold - including the golden goose of the FPGA market - communications and networking. The big two have spent the last several years working to expand the FPGA market. Since they had gobbled up communications and networking, there was little to be won by small back-and-forth swings in market share there. The big gains were to be had by growing the FPGA pie into new applications - so new features were added to FPGAs aimed at expanding them beyond this traditional stronghold.

  • Reply to


    by storagelh Jan 18, 2014 9:32 AM
    semi_equip_junkie semi_equip_junkie Jan 23, 2014 9:27 PM Flag

    Those days are behind us, as each co just maintains . No we are just warming up for mother of all cycles...not just one big wave....a set of big waves

    you are still many time did Rick Hill cut your nuts off ....and you have not learned one bit

  • semi_equip_junkie by semi_equip_junkie Jan 24, 2014 1:38 AM Flag


  • Reply to

    Just Another Day

    by wallisweaver Jan 24, 2014 10:22 AM
    semi_equip_junkie semi_equip_junkie Jan 24, 2014 10:56 AM Flag

    did you check out ALTR transcript?

  • semi_equip_junkie by semi_equip_junkie Jan 24, 2014 11:33 AM Flag

    And so for us (ALTR), we'll move it to '14. I would expect the competition will probably do something within what is called 16FF with the competition, which is more of a 20.

  • Reply to

    what is called 16FF - I love it -

    by semi_equip_junkie Jan 24, 2014 11:33 AM
    semi_equip_junkie semi_equip_junkie Jan 24, 2014 11:35 AM Flag

    you must be more stupid than a pile of rocks if you can't understand what ALTR is saying

  • semi_equip_junkie by semi_equip_junkie Jan 24, 2014 11:40 AM Flag

    he needs those hits badly

  • jamulmike • 18 hours ago

    0 users liked this posts users disliked this posts 0

    MSCC CC: Wants a piece of FPGA biz

    James J. Peterson - Chairman, Chief Executive Officer and Chairman of Executive Committee
    I want to add a little bit on the FPGAs. We have a very aggressive program in the SoC FPGAs. We're working very closely with those that help make the market possible, and that is what you call the distributor channel, where we've currently accelerated the number of certified engineers at both Arrow and Avnet, as well as adding onto to our depth of engineers for FPGAs. It might sound bold, but my plan in that market space is to help Altera and Xilinx not have to worry about being a duopoly. Less

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