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TL;DR; > Enter Pat Gelsinger. His strategy is also dual-pronged. First, to open up x86 to licensing as IP. (Heresy!) And second, to rent out Intel’s production
by gtirloni 6y ago
TL;DR;
> Enter Pat Gelsinger. His strategy is also dual-pronged. First, to open up x86 to licensing as IP. (Heresy!) And second, to rent out Intel’s production facilities like an independent foundry. (Horror!) Other people will be able to make Intel microprocessors, and Intel will make other people’s microprocessors. He’s unbundling Intel’s architecture from Intel’s manufacturing.
- tonyedgecombe 6y agoI wonder if this will end up like Apple's licensing of Mac OS to other manufacturers. https://en.wikipedia.org/wiki/Macintosh_clone#Licensed_Macintosh_clones https://en.wikipedia.org/wiki/Macintosh_clone#Licensed_Macin...
- MangoCoffee 6y ago>open up x86 to licensing as IP another AMD would be nice.
- garaetjjte 6y ago>And second, to rent out Intel’s production facilities like an independent foundry. (Horror!) Um, didn't Intel offer foundry services already few years ago? https://semiwiki.com/semiconductor-manufacturers/intel/7912-intel-discontinues-the-custom-foundry-business/ https://semiwiki.com/semiconductor-manufacturers/intel/7912-...
- ksec 6y agoIntel Custom Foundry were using Intel's internal tools and not industry standard EDA tools. Basically Intel is adopting to Foundry design Ecosystem. That is a big deal.
- lumost 6y agoWasn't this AMD's strategy? IIRC it works, but it takes years to make the independent businesses viable. Intel's fabs are not likely to be competitive with TSMC at first, and at present intel chip designs are not competitive with ARM/AMD designs. While some of the latter can be attributed to process technology, I wouldn't be convinced that Intel on TSMC solves their tech problems. This sounds like a management solution to what is ultimately a technology problem. Is there any reason to think that intel's business conjoined process + tech design strategy is fundamentally non-competitive in 2021? or is it just that they've failed to compete for chip talent compared to Apple, Nvidia, ARM, and TSMC.