Alex

🇺🇲🦅

[Alex @Alex_Intel_]

The Definitive Edition:
Analysis of Every Single Intel Fab Across the US, Ireland, Israel, and Malaysia

The Lord of the Fabs and the Return of the King

https://t.co/bAgBDcABcv

[Alex @Alex_Intel_]

@chipflare @Intellionaire Hyperscalers doing more COT means more supplier diversity

Especially cuz hyperscalers can get Intel to design and modify IP/libraries for them

Nvidia/Broadcom stick heavy to TSMC. While hyperscaler CEOs don't like 1 relationship, and fear Taiwan risk more

[Alex @Alex_Intel_]

@evrgn11112231 @TBU12345678 They're raising 75 billion

Tesla will do a raise sometime this year. Maybe another 50

Then they combine and you have like $150B. Who knows they do raise then too

[Alex @Alex_Intel_]

@Eric26573545571 @Midnight_Captl I've said/thought Nvidia is making a mistake by not taking all their capital and becoming a frontier lab (not the half measure currently)

All their customers are competing with them. Why not

There's about a 2 year window before this opportunity is shut down

[Alex @Alex_Intel_]

@jukan05 I think you could probably know every tool Intel uses from this report lmao

[Alex @Alex_Intel_]

TechInsights has an amazing breakdown of Intel's 18A technology node

Alot of new materials in metal layers and device, new patterning, etch, deposition
(many are firsts in the industry)

Alot goes over my head, but if you enjoy SEM pictures. It's great!

https://t.co/dIDVjTSG0r

[Alex @Alex_Intel_]

@BenBajarin https://t.co/F2pIuReHUw

[Alex @Alex_Intel_]

@jukan05 Broadcom disintermediation is bullish for Intel and TSMC

[Alex @Alex_Intel_]

@Midnight_Captl If u look at revenue for labs

Labs will be hundreds of billions to trillions. They'll get leverage in the relationship with Nvidia and fabs

(Not great for Amazon and Microsoft if they don't have a model long run)

[Alex @Alex_Intel_]

@Midnight_Captl You can't be AGI pilled (trillions in revenue)

Then say oh ya AI can't break my software moat and chip design won't be easier

Ultimately it's going to be those with hard assests (fabs) and companies with a lab selling to enterprise customers

Most optimal for lowering cost

[Alex @Alex_Intel_]

@Midnight_Captl Nah I'm bearish AVGO and Nvidia (longer run)

Cuz AI is going to make COT way easier (they're also hiring great talent)

[Alex @Alex_Intel_]

@Vale_Schel @TBU12345678

[Alex @Alex_Intel_]

@boymanrobshit Nah COT is biting

It's 100% Google upping Mediatek volumes relative to AVGO

[Alex @Alex_Intel_]

@insane_analyst

[Alex @Alex_Intel_]

@speenhamlander Intel doesn't want Elon to be a foundry (that's Intels business)

Elon has said directly he wants to make chips for himself, this also him to iterate more quickly since being a foundry means you have to do everything vs subset

He's gonna buy same equipment Intel uses

[Alex @Alex_Intel_]

Lmao they pitch TeraFab at 1 million WSPM in the late 2030s period

So if Intels license fee is 15% of let's say a 8A/10A node at 75K per wafer

That's $135B per year in pure profit before any other business income

Let's uhhh not consider that for now

[SemiAnalysis @SemiAnalysis_]

To Boldly Go: The Case for Space Datacenters
Space DC Total Cost of Ownership Explained. Unpacking constraints from Terrestrial DCs
and Chip Production.
Space-Earth Parity in the late 2030s,
Space DCs could start to be viable even sooner.

https://t.co/HYkBaQdh2G

[Alex @Alex_Intel_]

@speenhamlander It's not a foundry

It's Elon's IDM Fab for his products

You could do 25% and it still works for decent IRR

[Alex @Alex_Intel_]

@bubbleboi

[Alex @Alex_Intel_]

@lithos_graphein not sure if you seen it. Very well done by them

[Intel Pro Max Ultra @IntelProMUltra]

Clearly, Intel 3 is going to be the bottleneck for intel’s future growth: Panther, Nova, Razer Lake need it; Granite, Clearwater, Diamond Rapids need it. Fab 34 alone (plus F24) is not enough to fulfill those explosive server and client demands.

So I believe Fab 38 in Israel will be used for additional intel 3 ramp in the near future. F38.1 space is now ready for tool move-in.