Intel keeping its lips shut about 7nm

Posted on Friday, October 26 2018 @ 10:09 CEST by Thomas De Maesschalck
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Prompted about progress on the 7nm node, Intel pretty much kept its lips shut during yesterday's Q3 2018 earnings call. Interim-CEO Bob Swan simply stated that Intel hasn't really given a timeline for 7nm, and refused to comment on a potential earlier ramp of 7nm:
Romit Jitendra Shah - Nomura Instinet
Thank you and congratulations on the solid results. Bob, you said that progress on 7-nanometer will also be a factor driving CapEx next year, and I was hoping you could maybe talk about that a little bit more. When you talk about progress, is that a statement about yields, meaning if 7-nanometer yields are improving you could potentially deploy more CapEx to ramp that process node a little earlier?

Robert Holmes Swan - Intel Corp.
We haven't really given a timeline for 7-nanometer, so to say it's ramping earlier would be a little bit of a stretch. But we've been investing in EUV for a while, and we've obviously been investing in 7-nanometer. And when we step back and think about CapEx for next year, again, it's a function of growth on 14-nanometer. It's a function of the rate in which we scale 10-nanometer, and it's a function of investments we make to begin to prove out 7-nanometer in a more meaningful way. So those are just the dynamics that we're looking at and thinking about as we get closer to giving you a more definitive guide for CapEx in 2019.


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Thomas De Maesschalck

Thomas has been messing with computer since early childhood and firmly believes the Internet is the best thing since sliced bread. Enjoys playing with new tech, is fascinated by science, and passionate about financial markets. When not behind a computer, he can be found with running shoes on or lifting heavy weights in the weight room.



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