AMD might not have the economy of scale to beat Intel, but Intel arguably did have the scale to not only maintain it's leadership but expand and compete with TSMC business by opening external, they just never wished to until they realized opening up fabs was the only possible way they could...
You don't need to rival TSMC to make money off of foundry. They also are a chip design company, and their chip design groups mutually benefit from a working Intel foundry. Also don't really see how they are going to go bankrupt any time soon unless once again, the board decides to spend the same...
From how I see it, regardless of whether foundry was the driving force of past Intel, they didn't seriously consider using foundry to produce external products nor did they use the foundry advantage to expand into other segments like accelerators/GPUs/mobile chips, at least not seriously or...
I understand this takes a long time, but I don't see why there would be some sort of timer for Intel to pull this off and arguably Intel is already underway on many of these goals although not on par with TSMC. Intel doesn't need their foundry business to rival TSMC to be able to succeed. They...
https://www.datacenterdynamics.com/en/news/intel-acquires-asmls-entire-2024-stock-of-high-na-euv-machines/
Some sources say 6, some say 5, most recently they say 5. Purchased does not mean received, they simply purchased the machines that ASML were set to produce in 2024, AFAIK intel only...
I don't think it's inherently an Issue that Intel is unable to rival the capacities of TSMC in the next 5 years or become the No.2 foundry by 2030 in volume. All Intel needs to do is be able to begin to turn a profit on their foundry business in the next few years and stop the bleeding market...
I'm assuming you're talking about free cash flow but in that case like I said, intel will not be losing nearly as much money unless the new management decides to spend as much as Pat without such a large technology deficit and when supposedly that was the reason they fired him. From their own...
I don't really see how Intel would be bleeding nearly much cash unless the board who just fired Pat spend just as much as he spent except this time with much less of a need to play catchup with TSMC. Also I really don't know how you draw the conclusion intel is treading water, soon to be...
I agree, I just don't agree with the idea that those 10s of billions of dollars all were wasted on empty/canceled fabs. Yes a significant amount of money was wasted on buying land, planning, and putting down investments into building new fabs, but imo most of the money went to things that ended...
I can see your point about most of what you are saying here, minus the point about wasting all this money for building out fabs. Yes Pat planned to build out too many fabs to the point which Intel could no longer afford and as you say there are no "major" fab customers to speak of which results...
I genuinely cannot find any material claiming that intel planned to turn a profit with their foundry by 2025, the year where 5N4Y was to finish. I browsed through articles from the date of Pat Gelsinger signing on until 12/31/2021 and found only claims about process leadership.
They only...
I don't recall Pat, or anyone at intel for that matter, ever claiming that they would have a line of customers immediately as the 5n4y plan finishes. I've seen various reports from Intel themselves that foundry would only turn a profit in 2027-2028 and that they expect to be No.2 foundry by...
What do you define as "What they've always done"? I'd argue that what occurred in the past decade at intel was far from typical intel behavior with a string of non-tech background CEOs and a huge emphasis on financials rather than hardware dominance. If you look at the decisions Intel has made...
Crazy to see 18A actually matching TSMC contemporary nodes for once, even beating it in some areas AND coming to market earlier. There's still tons of questions/work to be done like building capacity and EDA/IP, but it really calls into question why the board didn't hold on a little longer to...
I agree AI is their bread and butter, don't really know what if anything incentivizes them to care about gaming at all, but the market share and revenue numbers don't lie. Nvidia has only increased gaming market share at the same time as increasing prices/margins since they've started to focus...
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