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Agree 100%. Three issues: - Do other firms trust Intel with their IP? Apple has a new feature for their next generation - Intel quickly becomes aware of this a
by klelatti 5y ago
Agree 100%. Three issues:
- Do other firms trust Intel with their IP? Apple has a new feature for their next generation - Intel quickly becomes aware of this and this information leaks into Intel's product plans.
- Is Intel a reliable foundry partner? TSMC have a 30+ year track record, Intel have none as a third party foundry. Will they change their strategy again?
- Will other firms get a fair prioritisation of resources in the fabs? Or will Intel's own products be favoured?