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Given that almost all previous Intel foundry customers have failed, why should we expect a different result this time? Achronix is perhaps the most telling as F
by bcrl 5y ago
Given that almost all previous Intel foundry customers have failed, why should we expect a different result this time? Achronix is perhaps the most telling as FPGAs are incredibly regular and should have been a natural fit for Intel's manufacturing capabilities, but even Achronix ended up moving to TSMC.
Right now Altera FPGAs seem to have the same supply constraint issues as Xilinx at present (my favorite check is to look at stock levels on Digi-Key), so I'm getting the impression that Intel is unable to crank them out any better than other foundries. Furthermore, if Intel really was determined, I'd have expected more than just a handful of Altera's SKUs to be on Intel's process 5.5 years after acquisition.
My faith in Intel is not strong on this front. Does anyone else have reason to believe this time will be different?