UPDATED: Intel Fab Capacity Expansion Scenarios (Option A)
One potential scenario based on our model and changes to capex and timing in last 6 months.
- Fab 52 runs production in 2026, Fab 62 year after
- Ohio starts production in 2028
- After delays, this is aligned to graph shown by technology at Foundry Day
- Assumes EUV tools installed in ~2026 in some 10/7 Fabs to support 4/3 Ramp.
- *We add new issues to monitor given the Intel restructuring
- *Also what is the plan for 20A and Arrow Lake? Can they ramp another Fab?
- 20A/18A/14A fabs are D1+Fab52+Fab62+OHIO in this model
We have addition scenarios based on TSMC use and whether Intel Foundry starts to ramp. This is especially important to track given Intel's restructuring
Also we can discuss cost and revenue by Fab... including JV SCIP impact
Call or text to discuss.
We will be a Future of Memory and Storage (FMS) in Santa Clara Aug 5-8
Mark Webb
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