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Here's Intel's problem (and my apologies, I'm regurgitating a study I read a couple years ago and I can't find a link.) Basically, Intel needs to sell huge num
by x0x0 10y ago
Here's Intel's problem (and my apologies, I'm regurgitating a study I read a couple years ago and I can't find a link.)
Basically, Intel needs to sell huge numbers of chips in order to make their numbers, ie giant investments in fabs, work. While Xeon may generate all the profits, they still need to sell millions of low end pc chips to pool costs. If that stops happening, even assuming they sell the same xeons for the same prices, the R&D costs to make those fabs eat them.
- fiatmoney 10y ago"Investment in (new) fabs" only makes sense if volumes are increasing or manufacturing processes are changing. Volumes are projected as flat for the foreseeable future, and as far as anyone can tell process tech is near stagnating as well.
- x0x0 10y agoInvestments also are to research and build out that fab tech to stay ahead of Samsung tmsc et al