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> throwing that away to chase contract mfging work dosent make any sense It wouldn't be throwing anything away. Intel Fabs could still make Intel Design's Xeon
by sho 8y ago
> throwing that away to chase contract mfging work dosent make any sense
It wouldn't be throwing anything away. Intel Fabs could still make Intel Design's Xeons same as always. It could just make everyone else's stuff as well as capacity and economics permitted. Why would you leave that on the table?
The best example is perhaps Samsung. Not only do Samsung's fabs make all the chips for samsung phones, they make them for others as well, including up until recently even their deadly competitor Apple! If you've got fabs, why wouldn't you do that? Even if Ryzen totally destroys intel on the desktop it's heads I win, tails you lose.
- throwaway2048 8y agoBecuase it gives their competitiors a pretty substantial leg up.
- JumpCrisscross 8y agoIntel’s advantage was built on scale. They could build more which meant they could invest more which meant they could build better and build more. By leaving scaling opportunity on the table, TSMC can now build more which means they’re investing more and oh no they just passed Intel.