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I think there is a pretty clear outcome, Intel will go fabless for highest end chips and continue as normal with everything else. They will have many customers
by opportune 5y ago
I think there is a pretty clear outcome, Intel will go fabless for highest end chips and continue as normal with everything else. They will have many customers (USG) who will require domestically manufactured chips. But they also need to compete with AMD, Apple, and friends and this will allow them to fab out to TSMC while, for lack of a better term, saving face.
- rasz 5y agoThis wont work. Moving high margin parts to TSMC will wither Intel fab resources to keep up in the mid range. Soon enough you start to struggle like GlobalFoundries.