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Intel wants to get into the foundry business. 99% of what Intel does is for their own chips. They don't have the support infrastructure of being able to deal
by lizknope 5y ago
Intel wants to get into the foundry business. 99% of what Intel does is for their own chips. They don't have the support infrastructure of being able to deal with external customers. Global Foundries has that.
You don't just decide to make a chip. There are hundreds of foundry specific libraries, design rules, and more. There are always problems with the EDA CAD tools for new processes and you need lots of support people to answer questions and help debug problems that your customers are having.
Intel has tried being a foundry before multiple times over the last 20 years. They always fail and give up after a couple of years.
- Seanambers 5y agoIf Intel ends up buying AMD's (former) business, then damn the tables have turned. Considering the way things are going I am more than a bit intrigued, but not surprised.
- 9front 5y agoI am waiting for the headline "AMD to buy Intel!"
- m-p-3 5y agoThat would be a terrible outcome competition-wise :(
- Moto7451 5y agoGiven Intel wants to sell fab space it wouldn’t shock me if AMD keeps buying fab space at a soon to be Intel plant to make chipsets and other items that don’t need to be on the bleeding edge or constitute sharing much IP.
- grp000 5y agoAnd Nvidia buys ARM, which is then bought by AMD-Intel, which then merges with Samsung.
- underscore_ku 5y agoand then Apple buys Samsung
- intricatedetail 5y agoand then Amazon buys Apple. and then Aliexpress buys Amazon.
- pankajdoharey 5y agoAnd Softbank already owns Aliexpress. And then CCP intervenes!
- the8472 5y agoAnd then The Semiconductor Manufacturing Company takes shape.
- kken 5y agoWell, Globalfoundries was exactly in the same situation directly after they were spun off from AMD and they bought Chartered Semiconductors to get foundry knowledge into their company. They also hired a lot of ex-freescale and ex-IBM people.
- axaxs 5y agoWait I thought GloFo essentially gave up the node race and was settling into 'not the latest and greatest' market a la TI. Is that not a correct assumption?
- patagurbon 5y agoEssentially, but now they have Intel nodes to sell as well. It's a fairly reasonable plan, and I doubt Intel will stay behind TSMC node-wise forever.
- pankajdoharey 5y agoIntel is already in the foundry Business their operating nodes are very large 14nm and 10nm (Which is 12nm) and 7nm process node is broken due to poor yields.
- kingosticks 5y agoAnd the tech/IP they offer is way behind the competition. They were not a realistic choice when we last sat down. But the chance to utilise EMIB would be cool.
- syshum 5y ago>>before multiple times over the last 20 years. They always fail and give up after a couple of years. That would be the concern. What happens to the chip market when intel rediscovers its inherent anti-competitive nature and shuts down any non-intel product?