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Update: Intel Accelerated Ireland EUV Fab Ramp-Up as Meteor Lake Chips Were In Short Supply
gust 1, 2024 8:15 PM EST - Posted in - CPUs - Intel - Meteor Lake - Intel 4 Update 08/02: Patrick Moorhead has published a further tweet, clarifying that "Pat [Gelsinger] didn’t tell me l that there were yield issues. This was *my* interpretation." The text of the article has been updated accordingly to reflect this tweet, as well as Intel statements about accelerating their Ireland Fab 34 ramp-up.
Alongside Intel’s weak Q2 2024 earnings report and the announcement of$10 billion in spending cuts and layoffs for 2025, the company is also disclosing some new information about their chip deliveries over the first half of the year. Which in turn required Intel to take unexpected and extraordinary steps in order to improve chip production, at the cost of lower short-term profit margins and higher COGS. COGS and Ireland ramp-ups aside, Moorhead also posits that some of Intel's capacity boost came from running “hot lots” of Meteor Lake – high priority wafer batches that get moved to the front of the line in order to be processed as soon as possible (or as reasonably close as is practical).
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