4 ms·
This isn't just a headline grabbing move. Even ignoring the obvious geopolitics, this is still beneficial for all parties. Intel, likely, has more idle capaci
by oddity 5y ago
This isn't just a headline grabbing move. Even ignoring the obvious geopolitics, this is still beneficial for all parties. Intel, likely, has more idle capacity than TSMC and/or has enough leverage on its own demand (its own chips) to make room if necessary. It's possibly the only player out there that can deliver a 6-9 month turnaround time for the auto industry's needs.
On Intel's side, they desperately need to prove that they can have an amicable relationship with a customer if they have any hope of making their IDM 2.0 model work. This will help them build out the relationships they need, assuming they don't screw it up.