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This article is missing many critical details. Most notably it doesn't touch on the core identity crisis Intel has been having since the i386. When Intel cut of
by bgorman 8y ago
This article is missing many critical details. Most notably it doesn't touch on the core identity crisis Intel has been having since the i386. When Intel cut off third party "fabs" from producing its chips, it became reliant on high margin chips that were completely vertically integrated. In a sense this incentivized the company to ignore lower margin fields like embedded and mobile. Obviously the iPhone changed the game in mobile, and showed that there is a space for high-margin mobile parts. Intel was equipped for this transition because they spent years optimizing their CPU->Factory connection. Their factories were optimized to bump out CPUs, not mixed silicon, to the point where Intel's own wireless group would produce wireless Chips at TSMC. Intel faced dwindeling consumer demand, which led to factories not being full, which led to less investment in chip fabrication. Keep in mind in the last several years, Intel's main chip performance advantage was due to the superior manufacturing abilities of it's factories. Better factories mean more transistors per inch, more transistors means more cores and IPC (assuming competent designers). Intel's inability to produce general silicon hurts them to this day, as Intel's effort to open its fabs to the general public have largely failed (Intel Custom Foundry). A further issue that plagued Intel was it's inability to produce integrated mobile SoCs in a timely manner. Intel Acquired infineon when they realized they needed a quick pathway to building an integrated 4G modem. Ultimately the product was not built in time, but at least now this investment is kind of paying off as Intel has won the modem spot in modern iPhones. However Intel was not able to put together a product competitive enough with Qualcomm due to the time it takes to mobilize enough resources to build a high end SoC.
- arbie 8y ago> Intel's inability to produce general silicon hurts them to this day, as Intel's effort to open its fabs to the general public have largely failed (Intel Custom Foundry). Their refusal to fab ARM chips hurts them more than the design-rule complexity of their process.