2 ms·
Intel has 10 wafer fabs worldwide. Yes, not all of them are at maximally modern nodes... But here's an idea. Let's spin off Intel's fabs not into one company,
by AtlasBarfed 2y ago
Intel has 10 wafer fabs worldwide. Yes, not all of them are at maximally modern nodes...
But here's an idea. Let's spin off Intel's fabs not into one company, but two. Get a little anti-trust and market competition to go with the CHIPS investment.
Intel won't like it, but make the CHIPS funding dependent on it.
Yes I know, no way that gets out of congress intact.
- bee_rider 2y agoIt would be a fascinating experiment if we could try it safely somehow. Break up Amazon, Intel, Microsoft, Apple, and Amazon and watch their various parts try and figure out how to make money. A world in which I can buy a Graviton chip fabbed in the US by IFS, and then consider installing Windows on it (nah, but it would be nice to have the option) would be really neat.
- osnium123 2y agoI don’t think the economics can support running two different development teams in the US. The latest EUV tools cost $400M for example.
- onepointsixC 2y agoWho will be their customers? Intel’s woes are all because their fabs fell behind, if they were fabless they would just go to TSMC. Global foundries could keep up and had to give up on leading edge. Without Intel as their own customers Intel fabs will die.