3 ms·
Intel is a competitor, but not in the same niche. Intel isn't sharing their foundry designs or 18A information with TSMC when they get chips made. AMD will ne
by j_walter 3y ago
Intel is a competitor, but not in the same niche. Intel isn't sharing their foundry designs or 18A information with TSMC when they get chips made. AMD will never outsource to Intel...they would be basically giving the keys to the kingdom by doing so. TSMC doesn't have competitors at the chip design level...thats what makes them a perfect foundry.
- meragrin_ 3y agoSo you think Intel's foundry business is DOA? If AMD cannot trust Intel, why would anyone else?
- j_walter 3y agoBasically yes, but this is the exact reason Apple got away from Samsung making their chips. TSMC is a neutral party with reasons to keep designs secret from other customers. Intel and Samsung have competing products on the market so why would you t
- signatoremo 3y ago> AMD will never outsource to Intel...they would be basically giving the keys to the kingdom by doing so. They will if the alternative is that they lose customers. It’s not like they have a lot of options. Also they can use Intel for less advanced chips. Intel knows full well that their chip competitors will be skeptical. That’s why they announced today that the company will be split into 2 distinct groups - Foundry and Product. Microsoft and ARM join Intel on stage at their foundry event. The chips they have Intel to make are definitely competitors to Intel’s x86 and GPU businesses. That’s what AMD will do unless they get all they want from TSMC or Samsung.