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Once they stutter it’s game over. You have to research and build fabs years before you start using them. What happens when they get stuck and fall behind TSMC f
by DSingularity 5y ago
Once they stutter it’s game over. You have to research and build fabs years before you start using them. What happens when they get stuck and fall behind TSMC for a few generations?
- 0x456 5y agoIntel can just use TSMC to build their chips: https://9to5mac.com/2021/01/08/bloomberg-intel-considering-outsourcing-some-production-to-apple-chip-maker-tsmc/ https://9to5mac.com/2021/01/08/bloomberg-intel-considering-o... If second place wasn't fatal for TSMC, AMD, or ARM, perhaps it won't be for Intel either?
- klelatti 5y agoBut TSMC and ARM have very different business models. AMD divested their manufacturing capability in order to compete. The question I think isn't whether Intel will be around - they will - but what will their business look like in 5-10 years time.
- DSingularity 5y agoAMD spun off its fabs because they actually had good designs but couldn’t keep up in manufacturing. TSMC and ARM had different business models. Now, Intel never had the best designs but they had the best manufacturing. Now they are third place in both. Third place but spending as if it’s going to continue to dominate for the next decade. What’s going to happen when it writes off an entire fab?