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Don't forget Ultra Wide Band (another project that set fire to a pile of money used for hardware and software development), and the jettisoning of StrongARM. I
by bcrl 3y ago
Don't forget Ultra Wide Band (another project that set fire to a pile of money used for hardware and software development), and the jettisoning of StrongARM.
I have a hard time believing that Intel will succeed at being a foundry this time around given how many failed prior attempts they have made. The foundry model is incompatible with the high margin duopoly CPU vendor model. What will prevent Intel from scheduling their own high margin products in fabs over foundry work from other companies? They will always have a business incentive to deprioritize their foundry customers when push comes to shove.
Reading some of the comments made by TSMC are enlightening. One of the reasons TSMC provided for their ability to succeed when Intel was flailing with their 10nm+++++ process is that TSMC runs experiments 24/7. This allows TSMC to run more experiments per day/week/month than Intel. I would really like to know when Intel starts running 3 shifts of process development engineers at a single fab to iterate faster, as that would be a true sign that meaningful change has occurred inside the beast.
- shiroiuma 3y agoGood luck finding enough engineers who want to work those shifts. That might work in Taiwan, or mainland China (where 996 work is normal), but not in the US.