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What is your cost analysis on Intel's foundry arm? If AMD can support high profits using TSMC as a supplier...who also has high profits, why do you think Intel
by j_walter 3y ago
What is your cost analysis on Intel's foundry arm? If AMD can support high profits using TSMC as a supplier...who also has high profits, why do you think Intel can compete on price and make good money?
- hardware2win 3y agoWell, it is not like they arent aware of it. They were pretty open about this on some earning calls and how do I see it? I see it as room for improvement and maybe some kind of potential edge over duos like amd+tsmc
- j_walter 3y agoI see TSMC and Intel cost structures all the time...they run fabs very differently and the costs are no where near close to each other. When running a foundry the main component of being competitive is price and yield. Intel will struggle with both...mark my words.