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Good analysis, I didn't say it would be easy :-).
by ChuckMcM 6y ago
Good analysis, I didn't say it would be easy :-).
- shasheene 6y agoWhy do you think Intel will succeed in selling leading edge fab services to fabless companies when GlobalFoundries (the chip making business of AMD) was unable to compete? To me, it seems like the same story is playing out again.
- ChuckMcM 6y agoOne could easily flip that question around right? "Why would Intel try to sell fab services like Global Foundry which didn't work out well?" But more importantly, Intel actually has way more foundry expertise than Global did/does. In the case of AMD selling off Global it was more like cutting loose an under performing part of the company rather than empowering the a significant asset of the company.