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> I thought that Krzanich should do something similar: Intel should stop focusing its efforts on being an integrated device manufacturer (IDM) — a company that
by oldgradstudent 3y ago
> I thought that Krzanich should do something similar: Intel should stop focusing its efforts on being an integrated device manufacturer (IDM) — a company that both designed and manufactured its own chips exclusively — and shift to becoming a foundry that also served external customers.
That would only work if Intel has a competitive foundry. Intel produces very high margin chips. Can it be competitive with TSMC in low margin chips where costs must be controlled?
The rumors I've heard (not sure about their credibility) is that Intel is simply not competitive in terms of costs and yields.
And that's even before considering it doesn't really have an effective process competitive with TSMC.
It's easy to say it should become a foundry, it's much harder to actually do that.