4 ms·

Not sure if this is being downvoted because it's incorrect or bad investment advice, but I am interested to know if or how INTC stock price will react to this.

segasaturn 2y ago
Well if it does react it won't be positively! Intel has been hinging their future on becoming a general purpose fab (like a Western TSMC) and the CEO even said he was open to making chips for AMD and Nvidia. But if their manufacturing process has major defects and contamination then they might as well scrap all of that. They're not coming off as trustworthy here either so who is going to want to have their products made by them?
- nahnahno 2y ago
  There is no indication it’s a broad manufacturing problem. It was contamination on Intel 7 that happened in 2023 and was resolved, and is not responsible for the instability issues in the majority.
  - adgjlsfhk1 2y ago
    I think the real issue with the manufacturing problem is that Intel never said in 2023 "hey everyone, we had a manufacturing problem that affects all intel 13th gen cpus up until day X. We are offering RMAs for all affected units". As such, over a year later, no one outside of Intel knows exactly whether their chips are having instability due to this.
    - paulmd 2y ago
      No tech company is going to announce every single wafer that’s ever been etched and reworked or has some random process problem that causes a discard or a batch failure. It happens constantly, 10-20% of chips being rejects or salvages is a good outcome.
      - adgjlsfhk1 2y ago
        they don't need to announce it if they are rejects, but if you ship those chips out to customers (which they did), you then need to
        paulmd 2y ago
        not if they meet spec/are fit for sale, no. obviously that’s not the case here, but as a rule yeah, your cpu could have been reworked or something and it’s not normal for any brand to tell you that.
- moffkalast 2y ago
  If wallstreetbets has taught me anything it's that it'll probably go up 200% as soon as you sell against all logic, because it was priced in all along.

segasaturn 2y ago

Well if it does react it won't be positively! Intel has been hinging their future on becoming a general purpose fab (like a Western TSMC) and the CEO even said he was open to making chips for AMD and Nvidia. But if their manufacturing process has major defects and contamination then they might as well scrap all of that. They're not coming off as trustworthy here either so who is going to want to have their products made by them?

nahnahno 2y ago
There is no indication it’s a broad manufacturing problem. It was contamination on Intel 7 that happened in 2023 and was resolved, and is not responsible for the instability issues in the majority.
- adgjlsfhk1 2y ago
  I think the real issue with the manufacturing problem is that Intel never said in 2023 "hey everyone, we had a manufacturing problem that affects all intel 13th gen cpus up until day X. We are offering RMAs for all affected units". As such, over a year later, no one outside of Intel knows exactly whether their chips are having instability due to this.
  - paulmd 2y ago
    No tech company is going to announce every single wafer that’s ever been etched and reworked or has some random process problem that causes a discard or a batch failure. It happens constantly, 10-20% of chips being rejects or salvages is a good outcome.
    - adgjlsfhk1 2y ago
      they don't need to announce it if they are rejects, but if you ship those chips out to customers (which they did), you then need to
      - paulmd 2y ago
        not if they meet spec/are fit for sale, no. obviously that’s not the case here, but as a rule yeah, your cpu could have been reworked or something and it’s not normal for any brand to tell you that.
moffkalast 2y ago
If wallstreetbets has taught me anything it's that it'll probably go up 200% as soon as you sell against all logic, because it was priced in all along.