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I still think Intel missed the boat when they had the dominant process in focusing entirely on their own chips and not taking customers for third party fabbing.
by jandrese 1y ago
I still think Intel missed the boat when they had the dominant process in focusing entirely on their own chips and not taking customers for third party fabbing. Samsung and especially TSMC have demonstrated conclusively that the real money is in producing chips for other companies. It might be lower margin, but the volume is undeniable and it keeps your company on its toes with node improvements.
Intel switched to a "service the stockholders before the customers" mode and they have never recovered.
- freeopinion 1y agoTSMC does not compete with their customers. Intel would. I know that is not a new idea and there are some established mitigations. But it seems it would be better if it wasn't an issue at all.
- vel0city 1y agoSamsung competes with their customers and yet they still sometimes choose Samsung. Same with IBM when they were a big competitive chip manufacturer. It probably makes the sale harder but it has been a common arrangement in the past.
- convolvatron 1y agoI worked in a CPU group that used IBM for a fab when they still had one. it was definitely an issue.