Intel CAPEX 2019 - 2021 | SemiWiki

Pat tipped off CAPEX for 2021 if you do the math? It looks to me like Intel will be using TSMC quite a bit in 2023-2025? Intel 2019-2021 Capex. Skiptocontent Register/ Login Menu Login Register Array ( [content]=> [params]=>Array ( [0]=>/forum/index.php?threads/intel-capex-2019-2021.13943/ ) [addOns]=>Array ( [DL6/MLTP]=>13 [Hampel/TimeZoneDebug]=>1000070 [SV/ChangePostDate]=>2010200 [SemiWiki/Newsletter]=>1000010 [SemiWiki/WPMenu]=>1000010 [SemiWiki/XPressExtend]=>1000010 [ThemeHouse/XLink]=>1000970 [ThemeHouse/XPress]=>1010570 [XF]=>2020870 [XFI]=>1050170 ) [wordpress]=>/var/www/html ) Guestshavelimitedaccess.Joinourcommunitytoday! YouarecurrentlyviewingSemiWikiasaguestwhichgivesyoulimitedaccesstothesite.ToviewblogcommentsandexperienceotherSemiWikifeaturesyoumustbearegisteredmember.Registrationisfast,simple,andabsolutelyfreesoplease,joinourcommunitytoday! Home Forums MainCategory SemiWikiMainForum(AsktheExperts!) Youareusinganoutofdatebrowser.Itmaynotdisplaythisorotherwebsitescorrectly.Youshouldupgradeoruseanalternativebrowser. IntelCAPEX2019-2021 Threadstarter DanielNenni Startdate Mar23,2021 DanielNenni Admin Staffmember PattippedoffCAPEXfor2021ifyoudothemath? ItlookstomelikeIntelwillbeusingTSMCquiteabitin2023-2025? IntelWillAgainCompeteWithTSMC-Semiwiki NewIntelCEOPatGelsingerisnotwastinganytimeinchangingthecourseofthelargestsemiconductorcompanytheworldhaseverseen.TodayheannouncedtheIDM2.0strategywhichwillbetterleverageIntel’smanufacturingabilities.Thereisalottotalkaboutherebutlet’sfocusonthe... semiwiki.com   Lastedited:Mar23,2021 P prime007 Activemember TheIntelannouncementfeltlikeanunexpectedseismiceventinthesemiconductorindustrytodigest.Wouldlovetogetheareveryone'sthoughts.Inthemeantime,herearemythoughtsreadingvariousarticle(s)throughouttheInternet: Intel GoodNews Intel7nm.Itsprogressingwell&Intelisexpectedtostartmakingitsfirst7nmCPUin2Q21! NewresearchcollaborationwithIBM IntelFoundryServicesseemstohavealotofsupport(Qualcomm,Microsoft,Amazon,Google,etc..) $20billioninvestmentintwonewfabsinPhoenix Plannedyearlycadenceofmanufacturingupdatestobemorecompetitive BigQuestions WillIntelbeabletosnagenoughASMLEUVmachines? CanIntelbeabletocatchuporbeatTSMC/Samsungonbleedingedgenodetechnology? HowmanyofTSMC's/Samsung'scustomerscanIntelsnag? TSMC GoodNews ExpandedbusinesswithIntel-WillproduceIntelCPUcoresusinganunspecifiednodeprocessin2023 Intel7nmwillstillbeagenerationbehindTSMC3nm BadNews AnewcompetitorwithabigwalletexplicitlytargetingitsBIGGESTandMOSTIMPORTANTcustomer(Apple) SamsungFoundry GoodNews ExpandedbusinesswithIntel-WillproduceIntelproductsin2023 BadNews FoundryrelationshipwithIBMmaybeinjeopardy? Intel7nmmaybeabetterprocessthanSamsung3nm Anewcompetitorwithabigwallet   hist78 Well-knownmember TSMCcapex(US$billion):$14.92019,$17.22020,$282021. TSMC'sCAPEX2019-2021threeyearstotal:$50.1billionvs.Intel's$33.5billion.Thedifferenceishuge!   S smeyer0028 Member INTCannouncementisgreatnewsformy CPUintensiveVerilogsimulator.Ithought highperformancewasbeingabandoned forlowpower.DidIhearthatINTCis nowbuyingitsR&DfromIBM?   hist78 Well-knownmember smeyer0028said: INTCannouncementisgreatnewsformy CPUintensiveVerilogsimulator.Ithought highperformancewasbeingabandoned forlowpower.DidIhearthatINTCis nowbuyingitsR&DfromIBM? Clicktoexpand... Thehighperformancecomputingisandwillbetherealways.Thedifferenceisthatthewaytoachievethathasbecomediversified.Intelisjustoneofthesolutionprovideramongmany.   Lastedited:Mar23,2021 C count Activemember Idon'tseeApplegivinganysignificantbusinesstoIntel.OrNvida,orAMDforthatmatter. IcanseeMicrosoft,Amazon,andGoogleworkingwithIntelandhavingthemmanufacturecustomchipsfordatacentersbasedonx86.Buttheyprettymuchalreadydothis. IcanstillthishelpingIntelkeepbusinesswithcloudprovidersthattheywouldotherwiselose,that'saboutit.   DanielNenni Admin Staffmember hist78said: TSMCcapex(US$billion):$14.92019,$17.22020,$282021. TSMC'sCAPEX2019-2021threeyearstotal:$50.1billionvs.Intel's$33.5billion.Thedifferenceishuge! Clicktoexpand... The#1semiconductorcompanyis#3inCAPEX?   hist78 Well-knownmember DanielNennisaid: The#1semiconductorcompanyis#3inCAPEX? Clicktoexpand... NotonlyIntel'sCapexislaggingbehindbuttheiroldequipmentforoldprocessnodescan'tcontinuouslyproducemorerevenueandprofit.It'sbecausenobodywillbuyanewPCwithanIntelCPUmadelastmonthbasedonaseven-yearoldprocesstechnology. Onthefoundrybusinessside,TSMCkeepsproducingchipsusingbotholdandnewtechnology.In2020,TSMCgot41%oftheirrevenuefromprocessnodesolderthanorequalto28nm. IntelhastophaseoutoldprocesstechnologyandoldfabequipmentwhileTSMCcontinuouslycollectprofitgeneratedfromoldequipment(somealreadyfullydepreciated).AtthesametimeTSMCinvestsmoreonleadingedgefabsthanInteldoes. InthelongrunIntelandTSMCwillbecometwodrasticallydifferentcompaniesintermsofcapacity,capability,andrevenue.   Lastedited:Mar25,2021 Youmustloginorregistertoreplyhere. Share: Facebook Twitter Reddit Pinterest Tumblr WhatsApp Email Share Link Home Forums MainCategory SemiWikiMainForum(AsktheExperts!) Top