4 ms·
Owning fabs is the only thing that makes Intel special IMO. There are dozens if not hundreds of fabless semiconductor companies. If everyone chases higher marg
by 2OEH8eoCRo0 1y ago
Owning fabs is the only thing that makes Intel special IMO. There are dozens if not hundreds of fabless semiconductor companies.
If everyone chases higher margin and ditches their fabs what kind of industry are we left with? One giant fab company like TSMC? That sounds healthy!
- antonkochubey 1y ago>There are dozens if not hundreds of fabless semiconductor companies. How many of them develop high performance x64-64 cores?
- mywittyname 1y agoRight now, it makes no sense to do so because they couldn't compete with Intel. But if Intel joins the fabless club, all of the sudden the playing field gets much more level.
- redeeman 1y ago> Right now, it makes no sense to do so because they couldn't compete with Intel. AMD would disagree?
- FirmwareBurner 1y ago>Owning fabs is the only thing that makes Intel special IMO. Maybe if you ignore they're the only player with remotely competitive discrete GPU IP for graphics and AI, after the Nvidia and AMD duopoly.