https://www.cnbc.com/video/2017/09/19/intel-has-been-in-a-trading-range-for-a-while-bernstein-chip-analyst.html
Conclusion: Next few quarters might be OK (tactical), long term Intel will suffer (strategic, structural weaknesses).
2 replies (most recent on top)
What is the balance between 10nm tool depreciation and the cost benefits of high volume manufacturing on highly/fully depreciated 14nm tools? Is Intel able to balance that from a cost standpoint? D1X seems to be the only place for 10nm build-out, correct?
Long term they will start depreciating 10nm tools with what revenue generation 😱