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Giving up manufacturing would reduce Intel to what AMD now is, except with worse designs.
by trasz 6y ago
Giving up manufacturing would reduce Intel to what AMD now is, except with worse designs.
- arcticbull 6y agoThey're clearly not reaping any reward from their process, TSMC has them beat hands down and they continue to show lack of forward progress towards smaller nodes. They have a much bigger IP portfolio than AMD, and frankly, it appears their foundries are a cost center/boat anchor rather than a profit driver for next-gen silicon. They don't have to give up their existing 14nm capacity, but next-generation processors could much more easily (apparently) be fab'd externally.
- trasz 6y agoI'm not sure I agree. From what I remember manufacturing is a big part of Intel's profits. Sure, they might not have the best process, but they still have _a_ process, and customers are willing to pay for it.
- arcticbull 6y agoI agree, there's no reason for intel to shut down their fab, but I don't know that they need to hold progress on their CPUs for like, 5 years now? They can continue to work on their process while fabbing next gen CPUs at TSMC IMO.