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Intel may cut capex, says analyst

8/30/2011 06:08 PM EDT
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yalanand
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re: Intel may cut capex, says analyst
yalanand   9/6/2011 6:17:09 AM
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Just wondering if this is the beginning of "end of PC era".

mcgrathdylan
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re: Intel may cut capex, says analyst
mcgrathdylan   9/1/2011 9:26:47 PM
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I don't believe that anyone is talking about Intel shutting down any fabs. This is just some speculation that Intel will not immediately upgrade Fab 24 in Ireland to 22-nm (which the company never publicly said it planned to do).

sohonokos
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re: Intel may cut capex, says analyst
sohonokos   9/1/2011 6:29:58 PM
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Intel: Provide foundry services to open up a huge revenue stream for yourself and improve US economy instead of shutting down fabs

selinz
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re: Intel may cut capex, says analyst
selinz   8/31/2011 5:44:34 PM
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Yikes. Not good news...

resistion
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re: Intel may cut capex, says analyst
resistion   8/31/2011 3:42:50 PM
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Do they allow high-k etc. in China (transfer from outside) now?

Peter Clarke
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re: Intel may cut capex, says analyst
Peter Clarke   8/31/2011 9:34:14 AM
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I am not sure there is much Wassenaar opposition any more. Didn't that cat get out of the bag a few years ago?

resistion
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re: Intel may cut capex, says analyst
resistion   8/31/2011 6:19:02 AM
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Fab 24 is at 65 nm and so doesn't even have high-k or immersion lithography, it could be too much to catch up. Although there would be no Wassenaar opposition to Ireland upgrade compared to China.

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