News - Intel indefinitely postpones opening of Fab 42 in Arizona
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Also chipmaker will report Q4 2013 earnings this evening.
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Re: News - Intel indefinitely postpones opening of Fab 42 in Arizona
Sounds like without competition pushing process scales down, Intel are content to rest on their laurels and stay at the current process while remaining competitive.
Re: News - Intel indefinitely postpones opening of Fab 42 in Arizona
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Originally Posted by
edzieba
Sounds like without competition pushing process scales down, Intel are content to rest on their laurels and stay at the current process while remaining competitive.
You've misread the article. They are still advancing their processes at the same rate, there just isn't enough demand at the moment for them to open a new facility.
Re: News - Intel indefinitely postpones opening of Fab 42 in Arizona
Intel expects no revenue growth in 2014:
http://www.bbc.co.uk/news/technology-25771760
Intel shares fell 5% in out of hours trading.
Re: News - Intel indefinitely postpones opening of Fab 42 in Arizona
Re: News - Intel indefinitely postpones opening of Fab 42 in Arizona
It's another flat-spot time like the P4 days. The competition have stronger parts where it counts. ARM for mobile, AMD for laptops/consoles.
Intel will grow again, they just have to adapt again, they have the luxury of lots of money to correct the problem and started a 7 year plan a while ago to get back on track. I am sure this fab will come online at some stage. I think all this does is highlight how strong they are, they can spend $5b on a new fab and then say "lets let it sit there"
Re: News - Intel indefinitely postpones opening of Fab 42 in Arizona
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Originally Posted by
shaithis
It's another flat-spot time like the P4 days. The competition have stronger parts where it counts. ARM for mobile, AMD for laptops/consoles.
Intel will grow again, they just have to adapt again, they have the luxury of lots of money to correct the problem and started a 7 year plan a while ago to get back on track. I am sure this fab will come online at some stage. I think all this does is highlight how strong they are, they can spend $5b on a new fab and then say "lets let it sit there"
It's worth pointing out that they haven't actually spent a billion $ on it yet. They've spent millions on the building itself and basic infrastructure, but the vast majority of that 5 billion is the manufacturing equipment that will go inside the plant and the cost of commissioning it all, none of that exists yet.
Re: News - Intel indefinitely postpones opening of Fab 42 in Arizona
Quote:
Originally Posted by
shaithis
Intel will grow again, they just have to adapt again, they have the luxury of lots of money to correct the problem and started a 7 year plan a while ago to get back on track. I am sure this fab will come online at some stage. I think all this does is highlight how strong they are, they can spend $5b on a new fab and then say "lets let it sit there"
hit the nail on the head
Intel, like Apple, have huge amounts of cash and can afford to have entire plants sat idle while they sort out what needs to be sorted.
Re: News - Intel indefinitely postpones opening of Fab 42 in Arizona