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Intel fab blocking AMD may impact AMD but it will impact Intel’s margins. I really hope Intel gets back on track with EUV, but 10nm was a major blunder and setb

Intel fab blocking AMD may impact AMD but it will impact Intel’s margins. I really hope Intel gets back on track with EUV, but 10nm was a major blunder and setback. TSM has the leading edge monopoly right now. There is a chance it stays that way beyond 2023. FWIW: I want competition for the sake of progress, but I am bullish AMD for the next few years, and may be bullish Intel once they demonstrate their ability to shrink their process and execute IDM 2. Then they compete with AMD again… and TSM.

systemBuilder 5y ago
It was projected and widely broadcast throughout the industry 12 years ago that fabs were getting more expensive faster than any single design domain for semiconductors was growing! So the only way to build next generation fabs was to onboard new types of designs to offset the cost of the fabs which was doubling every two or three years! Intel had the greedy stupid arrogant policy of going it alone for everything, and failed to onboard cellular (3x!) and AI and flash and tv and the list goes on and on and on .... Hence they wasted more than 10 years without onboarding a single new type of semiconductor into the Intel Fab production process! It doesn't matter if they designed the best chips in the Universe they can't keep up if they can't build the next generation Fab and they can't do it with CPUs alone so at the moment they are facing total financial destruction of in house CPU production! Taiwan Semiconductor had the wonderful intelligent smart idea to crowdsource designs from all over the planet and of course that open market for foundry services is the only way forward and Intel was a fool for a decade at least! It's still not clear they can mend their ways! Unless Intel proves it can succeed as a foundry, they're doomed - or will lose their fabs! It's not an easy transition to make for such a large company! You seem to think it's a minor thing for Intel to pick itself up and start driving again. No. False. The other competitors have boarded jet airplanes (foundry model with much greater economies of scale) whereas intel still thinks it can compete in the cars (in-house fabs) of 50Y ago ..
colinmhayes 5y ago
Intel's profit is $20 billion. They can afford to shave margins for a few years in order to block AMD and regain relevance.

systemBuilder 5y ago

It was projected and widely broadcast throughout the industry 12 years ago that fabs were getting more expensive faster than any single design domain for semiconductors was growing! So the only way to build next generation fabs was to onboard new types of designs to offset the cost of the fabs which was doubling every two or three years! Intel had the greedy stupid arrogant policy of going it alone for everything, and failed to onboard cellular (3x!) and AI and flash and tv and the list goes on and on and on .... Hence they wasted more than 10 years without onboarding a single new type of semiconductor into the Intel Fab production process! It doesn't matter if they designed the best chips in the Universe they can't keep up if they can't build the next generation Fab and they can't do it with CPUs alone so at the moment they are facing total financial destruction of in house CPU production! Taiwan Semiconductor had the wonderful intelligent smart idea to crowdsource designs from all over the planet and of course that open market for foundry services is the only way forward and Intel was a fool for a decade at least! It's still not clear they can mend their ways! Unless Intel proves it can succeed as a foundry, they're doomed - or will lose their fabs! It's not an easy transition to make for such a large company! You seem to think it's a minor thing for Intel to pick itself up and start driving again. No. False. The other competitors have boarded jet airplanes (foundry model with much greater economies of scale) whereas intel still thinks it can compete in the cars (in-house fabs) of 50Y ago ..

colinmhayes 5y ago

Intel's profit is $20 billion. They can afford to shave margins for a few years in order to block AMD and regain relevance.