Intel forecast fourth-quarter revenue and margins above Wall Street estimates on Thursday, optimistic about a healthy rebound in personal computer sales, improvement in its data center business, and a growing lineup of customers seeking its manufacturing services.
  • imaginary_num6er@alien.topOPBEnglish
    1·
    1 year ago

    Gelsinger said in an interview that Intel has a fourth foundry customer for its advanced manufacturing process called “18A,” which it plans start producing in late 2024 and which it will offer to customers through its Intel Foundry Services business.

    “We now have three committed customers on 18A, and we expect that we will successfully conclude at least one more this quarter,” Gelsinger said.

    He declined to say how many chips Intel will manufacture for those companies, but said the first has pre-paid and is “a very significant customer.”

    “The next two are very meaningful, not as large as the first one,” Gelsinger added in an interview. “But now we have engagements with essentially the who’s who of foundry customers.”

        • Exist50@alien.topBEnglish
          1·
          1 year ago

          They’d just go with TSMC. No one takes an unnecessary risk like that on a first gen product.

          • der_triad@alien.topBEnglish
            1·
            1 year ago

            I don’t think it’s mutually exclusive. I would be surprised if any of these 3 customers are using 18A exclusively.

            • Exist50@alien.topBEnglish
              1·
              1 year ago

              Probably not (unless Intel is counting itself, lol) but for a theoretical first-gen entry into a highly competitive and time-sensitive market, I can’t see any sane company taking on a bunch more risk by using IFS vs TSMC. Hell, Intel itself seems to be using TSMC for all graphics/accelerators at least through 2025.