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foundry ecosystem forced Intel's hand. we going to see more and more company developing its own chip and outsourced to TSMC and Samsung for production. Intel's
by MangoCoffee 5y ago
foundry ecosystem forced Intel's hand. we going to see more and more company developing its own chip and outsourced to TSMC and Samsung for production.
Intel's chip no longer fit what the market needs. Apple M1, YouTube own video-transcoding chips, AWS's graviton and Google's own chip for pixel 6.
we have reach the point where off the shelf chip isn't going to fit the problem we are trying to solve. the ability to make custom chip that fit your product/bottleneck is more important than the price and the Foundry ecosystem is reducing the custom chip cost.
i hope Intel IDM 2.0 can take off. we need more foundries that can do high end node.