4 ms·

If Intel is not good enough for US, why would it be good for EU? It's clear that EU did what US wanted instead of what would be in its interest.

totalZero 4y ago
Intel is making the right capex moves to position itself for a future situation where Taiwanese production could get interrupted. Intel is right alongside TSMC and Samsung at the leading edge and it would be an exaggeration to suggest otherwise. Marginal differences in road map and quality over the short term don't tell us the full picture in a business where course-corrections take years and years to bear fruit. 20B in Ohio: https://www.intel.com/content/www/us/en/newsroom/news/intel-announces-next-us-site-landmark-investment-ohio.html https://www.intel.com/content/www/us/en/newsroom/news/intel-... 20B in Arizona: https://www.intel.com/content/www/us/en/newsroom/news/intel-breaks-ground-two-new-leading-edge-chip-factories-arizona.html https://www.intel.com/content/www/us/en/newsroom/news/intel-...
sofixa 4y ago
> If Intel is not good enough for US, why would it be good for EU? Who said they're not good enough? They're slightly worse than TSMC, but still put out competitive chips for desktops, laptops and servers. Slightly more expensive, slightly higher power consumption but still, perfectly acceptable and still the market leader in some areas. > It's clear that EU did what US wanted instead of what would be in its interest. No, it's not clear. Why would the EU do that? They did the best they could given the very limited choice present.
AdamN 4y ago
Intel has lots of leading edge fabs in the US and continues to build them. They made some business mistakes around not opening up their chip design the way ARM enabled ... but the tech capacity is all there. Now they are doing contract production for chips that they did not design so I expect them to catch up in a few years.
- huijzer 4y ago
  Meanwhile Chris Miller in Chip War argues that Intel will fail again since nobody wants to give their secrets to Intel. If you’re Apple, for example, then handing over chip designs to Intel isn’t ideal in terms of competition.
  - mrtweetyhack 4y ago
BirAdam 4y ago
Intel is still holds the market on laptops and desktops at about 3/4. They simply push more volume. TSMC makes desktop chips for Apple, but Apple isn’t the majority. The rest of TSMC’s production is almost exclusively GPUs and phones, and this could change. If Intel executes well on their next nodes, and should TSMC slip at all, Intel could pull ahead. Never count Intel out. People thought Intel would die after the z80 ate their lunch, after the Athlon 64 ate their lunch, and now they say it again… I think it’s all just noise.
- justahuman74 4y ago
  The market isn't laptops/desktops and phones, everything has ICs in it these days. Laptops/desktops and phones are just the high-margin items. The blast-radius for non-intel chip fabricators is much wider and impactful for the economy
  - BirAdam 4y ago
    Sure, but most of the rest isn’t leading edge and more manufacturers are in that space, including TSMC and Intel.

totalZero 4y ago

Intel is making the right capex moves to position itself for a future situation where Taiwanese production could get interrupted. Intel is right alongside TSMC and Samsung at the leading edge and it would be an exaggeration to suggest otherwise. Marginal differences in road map and quality over the short term don't tell us the full picture in a business where course-corrections take years and years to bear fruit. 20B in Ohio: https://www.intel.com/content/www/us/en/newsroom/news/intel-announces-next-us-site-landmark-investment-ohio.html https://www.intel.com/content/www/us/en/newsroom/news/intel-... 20B in Arizona: https://www.intel.com/content/www/us/en/newsroom/news/intel-breaks-ground-two-new-leading-edge-chip-factories-arizona.html https://www.intel.com/content/www/us/en/newsroom/news/intel-...

sofixa 4y ago

> If Intel is not good enough for US, why would it be good for EU? Who said they're not good enough? They're slightly worse than TSMC, but still put out competitive chips for desktops, laptops and servers. Slightly more expensive, slightly higher power consumption but still, perfectly acceptable and still the market leader in some areas. > It's clear that EU did what US wanted instead of what would be in its interest. No, it's not clear. Why would the EU do that? They did the best they could given the very limited choice present.

AdamN 4y ago

Intel has lots of leading edge fabs in the US and continues to build them. They made some business mistakes around not opening up their chip design the way ARM enabled ... but the tech capacity is all there. Now they are doing contract production for chips that they did not design so I expect them to catch up in a few years.

huijzer 4y ago
Meanwhile Chris Miller in Chip War argues that Intel will fail again since nobody wants to give their secrets to Intel. If you’re Apple, for example, then handing over chip designs to Intel isn’t ideal in terms of competition.
- mrtweetyhack 4y ago

BirAdam 4y ago

Intel is still holds the market on laptops and desktops at about 3/4. They simply push more volume. TSMC makes desktop chips for Apple, but Apple isn’t the majority. The rest of TSMC’s production is almost exclusively GPUs and phones, and this could change. If Intel executes well on their next nodes, and should TSMC slip at all, Intel could pull ahead. Never count Intel out. People thought Intel would die after the z80 ate their lunch, after the Athlon 64 ate their lunch, and now they say it again… I think it’s all just noise.

justahuman74 4y ago
The market isn't laptops/desktops and phones, everything has ICs in it these days. Laptops/desktops and phones are just the high-margin items. The blast-radius for non-intel chip fabricators is much wider and impactful for the economy
- BirAdam 4y ago
  Sure, but most of the rest isn’t leading edge and more manufacturers are in that space, including TSMC and Intel.