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I mean... Maybe? But Intel proved their success of owning fabs throughout the 90s and 2000s, only 20-30 years after that statement were Intel even considered to
by kimixa 3y ago
I mean... Maybe? But Intel proved their success of owning fabs throughout the 90s and 2000s, only 20-30 years after that statement were Intel even considered to be possibly dis-advantaged by owning it's fabs. But that was also a very different market.
So I don't think it's as direct a link as you seem to claim. Maybe it was the right decision even if AMD had the money to keep it going. But it will likely forever be one of those questions that has no solid answer either way.
- simfree 3y agoIntel had the margin and volume to be the exception to the rule, meanwhile Qualcomm, Broadcom, and a ton of other fabless design firms were making good money unencumbered by the risk of investing in a fab division, and with the ability to switch to the best fab for each chip at a given time.