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You can quite easily compete on old nodes and we will have to when old paid off hardware starts dying.
by llm_trw 2y ago
You can quite easily compete on old nodes and we will have to when old paid off hardware starts dying.
- silisili 2y agoFull vertical integration implies big iron, or something like it. Nobody is going to buy TI 45nm today when 3nm exists and runs circles around it, no matter how good the software is. Old nodes are fine for a lot of industrial applications, but they don't care about the full stack software as much. The best seem to be those contracting the sand out and doing the rest. Nvidia, AMD, and all the new AI players. Intel probably has the best chance at full vertical, but from everything I read it seems to be suffering from the same bloat IBM suffered.
- astrange 2y agoIsn't Intel currently trying to spin out their foundry as a separate business?
- silisili 2y agoUnsure, but it wouldn't surprise me. It's the AMD GloFo all over again. I guess the difference is they took billions in chips subsidies so probably need to pretend to compete a while.
- gjvc 2y agoin case anyone was wondering, "AMD GloFo" is explained here https://en.wikipedia.org/wiki/GlobalFoundries https://en.wikipedia.org/wiki/GlobalFoundries