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Just think where Intel would be today if they had truly leaned in and made the necessary changes to supply the iPhone chips.
by insane_dreamer 2y ago
Just think where Intel would be today if they had truly leaned in and made the necessary changes to supply the iPhone chips.
- wmf 2y agoTim Cook would have negotiated away their profit margins?
- scarface_74 2y agoAnd how is that different than what is happening now? https://www.intc.com/news-events/press-releases/detail/1716/intel-reports-third-quarter-2024-financial-results https://www.intc.com/news-events/press-releases/detail/1716/... > Third-quarter GAAP earnings (loss) per share (EPS) attributable to Intel was $(3.88); non-GAAP EPS attributable to Intel was $(0.46).
- xmodem 2y agoYeah, like they've done to TSMC over the past decade. (/s)
- foota 2y agoWouldn't they still be behind on the chip technology curve? Seems like this would hurt Apple, not dramatically help Intel.
- wtallis 2y agoIf Intel Foundry starting in 2011 had a non-trivial external customer base, Intel management would not have been so easily able to ignore the signs of trouble with their 10nm process and remain in denial. Their wake-up call would have been Apple jumping ship after a year or so, instead of Intel wasting several years re-releasing Skylake without even considering porting their newer CPU architecture to be built on the process that actually worked. The first 10nm chip Intel actually got out the door (in tiny quantities) had the entire GPU disabled because their high-density transistor library was broken. That's exactly what Apple would have been using for most or all of an Intel-fabbed iPad chip, so Intel would have not been able to maintain the fiction that their 10nm process was mostly or even somewhat healthy.