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I see where you're going. Why not kill TSMC and Samsung by eating their revenue source ? Well, simply because Intel's revenue source has much better margins, an
by Aissen 10y ago
I see where you're going. Why not kill TSMC and Samsung by eating their revenue source ? Well, simply because Intel's revenue source has much better margins, and it means they can grow (and invest) faster than the competition. Provided they have similar expenses (which they don't).
Also, using their advantage this way by selling at a cost might be borderline illegal (with regards to monopolistic and anti-dumping laws).
- ksec 10y agoYes, but it wouldn't be at cost, because Intel will be basically providing the same services as Samsung and TSMC, so i dont see law the come in play here. I specifically mention Apple because not only could Intel work their Modem ( Infineon tech ) within the SoC, it is also the single most important customers on the market. Arguably the only customer. There is really only three major volume Mobile SoC competitor, Apple, Qualcomm and Mediatek. The last one being on the low to medium end market which doesn't fit well with Intel. Qualcomm is an direct competitor to Intel in terms of IP and other cases. Only Apple which fits the bill, and actually will pay for using latest Fab Tech, both Qualcomm and Mediatek has many 28nm design.