I feel like that’s just softening the eventual news blow for stock holders. How big of an order will a major customer want to commit to. Who wants to be guinea pig for a foundry that has been bad news for a decade+
Hindsight 20/20. Over invested in foundry capacity. Maybe should have started with less capacity and be happy building up with a bunch of lower volume customers to raise confidence with the big customers
It’ll be US gov, military or Israel, since they make a load of chips there. The US government will not let intel fail.
Military doesn’t use cutting edge dies like 14A. Armed forces prefer rock solid performance under duress from older, larger dies. Not 8086 levels, but like 45nm architecture. The older dies have the benefit of mature logistics and material sources which make supply more reliable while years of iterative manufacturing QC has driven the costs to the lowest possible.
Military wants to build AI drones – that can’t be done with legacy nodes.
What drone uses 14A chips? Most drones use chips from a decade ago because they are cheap and numerous.
The cheap drones currently in use require human control. The next generation will be autonomous with automatic targeting, so no human input and impervious to jamming. This requires a lot of processing power. The world is about to become a very scary place…
This is not necessarily true. The navy ships house plenty of newer generation rack mounted computers and other hardware.
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