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All of the other fabs are so busy they can't handle Intel's chip production plus Intel's technology is wound around their own labs. Switching wouldn't be easy
by gscott 6y ago
All of the other fabs are so busy they can't handle Intel's chip production plus Intel's technology is wound around their own labs. Switching wouldn't be easy and might end up being a failure and taking the company with it.
- totalZero 6y agoThe argument I've seen for outsourcing is that everyone uses machines from ASML et al anyway, so retooling to run a different company's silicon may not be as impossible as it seems. I think there's an issue with helping Intel temporarily, because if you're TSMC you'd rather use your capacity to serve long-term partners rather than helping Intel bridge the gap to 7nm only to get dropped a couple of years from now when they get their chips in order.