I'm not on the up-and-up with Intel. I know they're building a fab in Ohio... generally, does anyone know what their next moves are meant to be? I'm curious to hear about their business plan -- I know they've been lagging some other producers in recent years.
"Catch up to TSMC at 1.8nm" is the dream. So fabbing other customers' stuff.
On the product side, Intel seems to be doubling down on GPUs, in spite of troubling rumors about Arc gen 2.
Of course the question is what will be on time and what will be delayed. Previous delays obliterated the product lineups Intel meticulously planned before.
The Moore’s Law Is Dead YT channel claims the GPU as been delayed and "cut back" to a more modest size... But on second thought, I regret making that claim, as MLID is a unreliable source. For instance, they previously claimed Arc was canceled, and die size revisions don't really happen this close to release.
Considering Intel recently cut their annual payout from $1.46 per share to $0.50 per share, while simultaneously building 3 new fabs and expanding 3 others, I somehow doubt it.
