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I’m not sure how this split would go, since Intel’s disadvantage is their poor fab performance and technology compared to TSMC - would Apple buy M1 from Intel o
by jitl 6y ago
I’m not sure how this split would go, since Intel’s disadvantage is their poor fab performance and technology compared to TSMC - would Apple buy M1 from Intel onshore fab at 14nm? No. Would they buy at 10nm? No. They want the best - 5nm.
I am interested in seeing what Intel’s designers could achieve on TSMC 5nm, but that’s hardly the idea behind the deal here to secure on-shore chip manufacturing
- Traster 6y agoNo, what you do is spin out the fab business understanding that it's going to hit a brick wall once it's on its own, freeing up the rest of the company to start purchasing capacity from TSMC without internal political issues.