ARL
American Realty Investors, Inc.
stock NYSE

>You have to have the clean room space
They have plenty. Intel at foundry day 2024?2025? claimed that they could 2x 18A volume relatively quickly if external customers wanted to fab their products at Intel, because of all the empty shells they have.
> They just bought back half of Intel Ireland fab
Frankly this is a sign that Intel would rather not spend the money on building out rather than it being a sign that they are.
>Intel is banking on High-NA and that’s where all their future node focus is.
They aren't banking on High-NA, Intel is being smart and developing future nodes with the ability to use either standard EUV or high-NA with identical design rules and yield. Like 14A.
>They should have moved sooner - yes. That’s what you get when you allow the company to be run by bean counters.
They really did not have too. AMD's zen 3 and zen 2 7nm chips were all fabbed on a DUV 7nm process.
>This all shifted when Pat was brought back on - 5 years ago. I get you don’t like Intel. But it’s not the same company you think it is.
Intel's execution has not improved though.
From Pat's 5N4Y plan, Intel 7 was delivered, Intel 4 paper launched like 2 weeks before the end of 2023 to not be late, Intel 3 was on time, Intel 20A was canned, and Intel 18A was late.
On the product side, Intel's DC GPU has faced numerous cancellations, on the client side ARL was unimpressive, LNL was expensive, PTL was late. On the DC CPU side EMR was on time, GNR was delayed, SRF was on time but even Intel said that it sold less than expected, CWF was delayed, and DMR is delayed.

>You have to have the clean room space
They have plenty. Intel at foundry day 2024?2025? claimed that they could 2x 18A volume relatively quickly if external customers wanted to fab their products at Intel, because of all the empty shells they have.
> They just bought back half of Intel Ireland fab
Frankly this is a sign that Intel would rather not spend the money on building out rather than it being a sign that they are.
>Intel is banking on High-NA and that’s where all their future node focus is.
They aren't banking on High-NA, Intel is being smart and developing future nodes with the ability to use either standard EUV or high-NA with identical design rules and yield. Like 14A.
>They should have moved sooner - yes. That’s what you get when you allow the company to be run by bean counters.
They really did not have too. AMD's zen 3 and zen 2 7nm chips were all fabbed on a DUV 7nm process.
>This all shifted when Pat was brought back on - 5 years ago. I get you don’t like Intel. But it’s not the same company you think it is.
Intel's execution has not improved though.
From Pat's 5N4Y plan, Intel 7 was delivered, Intel 4 paper launched like 2 weeks before the end of 2023 to not be late, Intel 3 was on time, Intel 20A was canned, and Intel 18A was late.
On the product side, Intel's DC GPU has faced numerous cancellations, on the client side ARL was unimpressive, LNL was expensive, PTL was late. On the DC CPU side EMR was on time, GNR was delayed, SRF was on time but even Intel said that it sold less than expected, CWF was delayed, and DMR is delayed.