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>Intel is really betting on being a Foundry Intel should split into two. One a fabless company focus on chip design. The other a foundry business so there is n
by MangoCoffee 5y ago
>Intel is really betting on being a Foundry
Intel should split into two. One a fabless company focus on chip design. The other a foundry business so there is no conflict of interest like Samsung. Apple pull out of Samsung partially because Samsung compete with Apple on smart phone.
if Intel is serious about IDM 2.0. Intel needs to earn their customers trust. TSMC only focus on production and look where they are today.
- nicoburns 5y ago> TSMC only focus on production and look where they are today. On the other hand, Global Foundries took this route and look where they are today.
- Symmetry 5y agoIt seems to have worked out for them? The capital investments required to have a bleeding edge node keeps increasing every generation and there are fewer and fewer companies keeping up over time. AMD just didn't have the volume to keep up. Splitting off the foundry let AMD jump to TSMC for some of their volume and Global Foundries is free to dance with other companies that don't need the bleeding edge.
- ksec 5y agoIntel will still need those x86 profits to catch up with TSMC first. And Amazon is having a head start again. Now I am slightly worried about AMD. May be they will buy Ampere Computing?