Desktop volume down 16%, Notebook up 16% but ASP down 7%.
Q4 forecast is bad too, they are expecting 14% decline in revenue compared to Q4 last year.
LOL. If Intel designed first to TSMC then tried to port back over to Intel in-house process, it is game over. Those fabs would be useless.
One weak quarter doesn't mean anything, intel had similarly weak 2nd and 3rd quarters in 2019 but yearly they still raked in the mullah.
My lord, you don't have a clue.Yes AMD is paying for TSMCs fab operation and R&D and margin on top of everything else while intel doesn't.
This would make sense if intel wouldn't be making 4 (to 6) bil a quarter, clean money in the pocket, from these fabs.
You are talking like intel is losing money from the fabs but intel is making a lot of money.
I'm suggesting Intel license TSMC's designs and "pay" TSMC by essentially retooling their fabs for TSMC processes - or a slightly-modified version (think of what GF did with Samsung's 14LPP). Intel's "in-house" processes would essentially cease, or be hybrids based predominantly on TSMC tech.
I have a feeling business politics are strongly in play, meaning TSMC would put Intel at the back of the line.I don't think TSMC will ever allow that to happen. Even if they did, they would charge such an enormous fee that it would render Intel financially unviable.
Yeah, the only way I can see that happen is Intel actually selling its fabs to TSMC, at the price of the tools that are of use to TSMC. Also not realistic anytime soon.I don't think TSMC will ever allow that to happen. Even if they did, they would charge such an enormous fee that it would render Intel financially unviable.
Nothing personal, but I am really sick of hearing "Intel has this on their roadmap" and "in xxx timeframe they will have yyy product".
The only thing I have seen as new is a limited quantity of Rocket lake laptop chips that have mixed reviews. They are losing badly in server, HEDT, and in 2 weeks, desktop. And their laptops are fighting with the new Renior chips.
I'm suggesting Intel license TSMC's designs and "pay" TSMC by essentially retooling their fabs for TSMC processes - or a slightly-modified version (think of what GF did with Samsung's 14LPP). Intel's "in-house" processes would essentially cease, or be hybrids based predominantly on TSMC tech.
I don't think TSMC will ever allow that to happen. Even if they did, they would charge such an enormous fee that it would render Intel financially unviable.
Yeah, the only way I can see that happen is Intel actually selling its fabs to TSMC, at the price of the tools that are of use to TSMC. Also not realistic anytime soon.
I'm not sure why you think TSMC would be interested in such a deal. Imagine if the tables were turned, like they were only a few years ago. Does anyone seriously believe Intel would have been willing to license their process to anyone else?
Wouldn't that make Intel a direct competitor for TSMC then? Couldn't Intel try to woo over TSMC's fab customers to Intel's "TSMC clone" fabs then, should they decide to whore themselves out to fabless customers?I'm suggesting Intel license TSMC's designs and "pay" TSMC by essentially retooling their fabs for TSMC processes - or a slightly-modified version (think of what GF did with Samsung's 14LPP). Intel's "in-house" processes would essentially cease, or be hybrids based predominantly on TSMC tech.
Not that I'm really entertaining this TSMC know-how transfer idea, but there are ways to do it while enforcing a no-compete clause from Intel.Wouldn't that make Intel a direct competitor for TSMC then? Couldn't Intel try to woo over TSMC's fab customers to Intel's "TSMC clone" fabs then, should they decide to whore themselves out to fabless customers?
Not that I'm really entertaining this TSMC know-how transfer idea, but there are ways to do it while enforcing a no-compete clause from Intel.
With all the issues with Intel and its foundries, what are the chances of NVIDIA buying Intel at a low PE? This will make them a direct competitor to AMD in most areas.
Intel's market cap is still ~$200B, so it's highly doubtful. Intel would essentially have to agree to a merger rather than a buyout but I just don't see that happening.
With all the issues with Intel and its foundries, what are the chances of NVIDIA buying Intel at a low PE? This will make them a direct competitor to AMD in most areas.
With all the issues with Intel and its foundries, what are the chances of NVIDIA buying Intel at a low PE? This will make them a direct competitor to AMD in most areas.
that growth is very uncertain since we have less than 5 years left to exploit advancements in process technology
People have been saying Moore's Law has only 5-10 years to run for most of my life. They are nowhere near atomic limits (headline process size e.g. "5nm" decoupled from actual physical widths long ago) so when Moore's Law does end, it will end for economic reasons not physical limits. Which means it will end for Intel before it ends for TSMC, just like it ended for AMD over a decade ago.