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Even if 18A can catch TSMC, which I highly doubt, what does it matter if they don’t have any of the big chip designers like Apple and Nvidia?
by aurareturn 2y ago
Even if 18A can catch TSMC, which I highly doubt, what does it matter if they don’t have any of the big chip designers like Apple and Nvidia?
- throwaway48476 2y agoDepends how similar the PDK is.
- philistine 2y agoThat's the only thing? We're talking Apple here. If you can't provide tens of millions of chips per quarter, you're useless to them. TSMC not only has the best fabs, the chips fly out of those fabs at blinding speed.
- throwaway48476 2y agoThere are more custers besides apple. Intel is not a small manufacturer.
- philistine 2y agoNo they are not, but one big part of their problem they have in their attempts to catch up to TSMC is that they can't get reliable yields above 30%, while TSMC has a better node AND they have 60% yields.
- computerdork 2y agoYeah, that is why some outsiders say this is more like an 8 year strategy, it takes time to convert customers. IMHO, if you have a great product and a market with significant demand, seems like eventually the customers will come - and it seems like this is possible if Intel can retain manufacturing leadership for a few years and build out a better ecosystem to support external chip development by foundry customers, but this of course take time.