2 ms·

Is IFS going well? I saw this today: https://www.bizjournals.com/sanjose/news/2023/05/30/intel-foundry-services-chips.html https://www.bizjournals.com/sanjose/

Is IFS going well? I saw this today: https://www.bizjournals.com/sanjose/news/2023/05/30/intel-foundry-services-chips.html https://www.bizjournals.com/sanjose/news/2023/05/30/intel-fo... iirc, they got MediaTek as a wafer customer last year sometime, but of the two big customers they announced early on - Qualcomm and AWS - the former has apparently backed away, and I haven't heard anything about the latter. I'm pulling for them, if for no other reason than having some more industry diversity and physical distance from China. But I haven't heard tons of good news.

ksec 3y ago
In terms of Business, it may not be great but it is not bad either. Switching Fabs is hard. And getting your direct competitor to join is even harder. But they are working on it. But in terms of technology, rather than their previous IFS which was complete BS and doesn't work. Intel is actually working closer towards TSMC's model in terms of transparency and opening up to others. From that perspective they are going great.