3 ms·

All Intel needs to convince customers of us that they have a attract supply of chips.

• Enginerrrd 5y ago
  I think you've been downvoted because of English grammatical errors, but if I understand your point correctly, I whole-heartedly agree: All intel needs to do is make competitive chips at a good price. In past years, they resorted to more anti-competitive efforts, but at the end of the day, if you make good stuff and sell it at the right price, people will buy the crap out of it.
  • klelatti 5y ago
    Lets look at who "people" are here - TSMC's biggest customers over the last three years: AMD, Nvidia - direct Intel competitors Hi-Silicon - no due to being based in PRC Mediatek - based in Taiwan Which leaves Apple, Broadcom and Qualcomm. I suspect they will get some business from the last two but Apple clearly have a deep long term relationship with TSMC and have invested a lot into that relationship. Can't see it being easy to get them to move. Maybe Intel is counting on political pressure to get the big US firms to use them?
    • zeusk 5y ago
      There's a lot of interest from the big clouds on custom sillicon, I'm sure part of any govt cloud contract could include stipulations for use of sillicon manufactured or atleast verified on the western hemisphere.
      • klelatti 5y ago
        That's a good point but isn't that just switching from a high margin x86 product to a lower margin Arm based CPU - seems like a defensive measure at best.