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Why would they buy them if they've stopped developing 7nm 3 years ago? How far behind is Intel really?
by Roritharr 5y ago
Why would they buy them if they've stopped developing 7nm 3 years ago?
How far behind is Intel really?
- detaro 5y agoNot everything is made in the newest processes. Upgrading existing fabs to newer processes has benefits over building new ones. GF might have useful experience, e.g. with being a contract fab for others, if Intel wants to go that route.
- Roritharr 5y agoSo would this purchase point towards Intel believing they either can make up the process advantage of TSMC, or that they don't need to? Genuinely curious what you think.
- colinmhayes 5y agoI don't think this has anything to do with next gen process. It points toward Intel needing help starting their foundry service in sales and external tooling.
- MangoCoffee 5y agoagree. Intel buy GlobalFoundries gain nothing for high end chip. its probably have to do with Intel IDM 2.0
- detaro 5y agoI don't think it's related to making up the difference or not. GF won't have much if anything that helps them in that regard, so I think it mostly means that Intel thinks they can use more capacity of their own, even for not top-end process.
- eropple 5y agoMultiple American fabs--older nodes, but there's still plenty of stuff to be made on 14nm, let alone 90nm. Patents. A sales-pipeline team used to working with external partners instead of doing everything in-house.