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Intel going fabless is like Boeing ordering aircraft from Airbus. Desperate but temporary. Intel can't cut their core business because everything is build ar
by Nokinside 6y ago
Intel going fabless is like Boeing ordering aircraft from Airbus. Desperate but temporary. Intel can't cut their core business because everything is build around it. They can fall but they can't quit.
"TSMC internally does not consider orders for Intel's processors as long-term ones, and therefore is unlikely to build additional production capacity for the new contract if it comes, according to industry sources." https://www.digitimes.com/news/a20200728PD201.html https://www.digitimes.com/news/a20200728PD201.html
- klelatti 6y agoTo work for TSMC it would have to be a long term commitment. But Intel has the cash to pay for it and given recent events it would boost investor confidence if Intel could say (e.g.) 30% of our CPUs in future will be made by TSMC.
- m4rtink 6y ago>Intel going fabless is like Boeing ordering aircraft from Airbus. Desperate but temporary. Intel can't cut their core business because everything is build around it. They can fall but they can't quit. I think it's more like both Boeing (Intel) and Airbus (AMD) buying ordering their planes from say Samsung - a company that is a relatively neutral third party, that has busines from many sources and might simply not prioritize your order due to other more lucrative ones.