Some of products are quite irreplaceable in China. For example, nvda and arm, they could have said, fxxk it, I don't care if you are allowing me selling products in China or not, we are going to merge anyways.
Qualcomm approach Intel on a potential takeover
- Thread starter delong.height
- Start date
Intel could buy Ampere:
finance.yahoo.com
They are former Intel people.......
Oracle-Backed Chipmaker Ampere Explores Potential Sale
(Bloomberg) -- Ampere Computing LLC, the semiconductor startup backed by Larry Ellison’s Oracle Corp., is exploring a potential sale, according to people with knowledge of the matter.Most Read from BloombergAOC Proposes $30 Billion Social Housing AuthorityCalifornia’s Anti-Speeding Bill Can Be a...
They are former Intel people.......
Did you mean replace PG with Ampere CEO?Intel could buy Ampere:
Oracle-Backed Chipmaker Ampere Explores Potential Sale
(Bloomberg) -- Ampere Computing LLC, the semiconductor startup backed by Larry Ellison’s Oracle Corp., is exploring a potential sale, according to people with knowledge of the matter.Most Read from BloombergAOC Proposes $30 Billion Social Housing AuthorityCalifornia’s Anti-Speeding Bill Can Be a...
They are former Intel people.......
Yes:
Leadership and Executive Teams - Renee James | Ampere Computing®
Learn more about the Ampere Computing® Leadership and Executive Teams including Founder, Chairman and CEO Renee James
amperecomputing.com
That makes sense. I think PG needs to step down. He is creating stresses for all stakeholders. I can't image how employees are coping during this period. Why can't he pick up the phone and call TSMC (or/and GF or/and UAE) and ask them whether they can work together to transition itself to fabless? Why does he have to persist this route? Intel is owned by the shareholders and is not his private company.
johnson.z.wu
New member
Ampere's products are pretty weak. Renee was part of problem of Intel.
siliconbruh999
Well-known member
i agree their products are not competitive the latest graviton defeats their latest products why would some big cloud giant will buy ARM Chip if they can make it themselves X86-64 is a different story and also The products under Pat are launching with LNL/GNR/SRF we will se how good they are
we need someone better than him for sure or he need to be a bit humble he should realise Intel is not the Top Dog anymore though the board should have handed pat the reins instead of Kranzich in the past this dude destroyed the company
we need someone better than him for sure or he need to be a bit humble he should realise Intel is not the Top Dog anymore though the board should have handed pat the reins instead of Kranzich in the past this dude destroyed the company
I think that the writing on the wall for a split (now almost officially coming) to Intel Design and IFS was when Intel started to pursue this IFS 2.0 strategy and go for this stupid crazy plan of 5Y4N (or whatever it is). At this point, the whole QCOM thing is totally unclear and I believe that it is used as a means to pop up the value of Intel. I do not see at all value in QCOM paying a huge price (now that capital is not cheap to get) to buy a company with so many potential overlaps or things that either jeopardize or derail its work. Why on earth would QCOM want the IFS is beyond me. I can see potential interesting parts of Intel for QCOM, but in no way for the whole Intel business, not even the whole DCAI or Client parts.
Selling parts equally doesn't make sense.
This was quite some time ago, but Qualcomm originally wanted to have Intel makes its chips on 20A: https://www.theverge.com/2021/7/26/22595002/intel-qualcomm-chips-foundry-services-amazon-aws-20a
Intel has announced its first major customer for its new Intel Foundry Services business: Qualcomm. Best known for designing the Snapdragon chips that power most major Android phones, Qualcomm will start to have its chips manufactured by Intel in the coming years using Intel’s upcoming 20A process.
No timeframe has been announced for when the first Intel-made Qualcomm chips will arrive or which of Qualcomm’s products Intel will produce.
Additionally, Amazon’s AWS will be working with Intel Foundry Services, relying on Intel’s packaging solutions (although Intel won’t be directly making chips for Amazon).
Qualcomm will rely on Intel’s newly announced Intel 20A technology node, scheduled for release in 2024. Intel 20A will introduce a new transistor architecture, RibbonFET, Intel’s first since 2011
Intel previously announced its new foundry business as part of new CEO Pat Gelsinger’s “IDM 2.0” strategy shortly after he took the reins of the company. Intel Foundry Services was a key part of that plan, one that would see Intel expand beyond making its own chips to handle production for third-party companies. Qualcomm and Amazon mark the first — and the highest-profile — partners that Intel has announced so far for IFS, although Gelsinger has previously mentioned that Intel is in talks with over 100 companies for foundry work.
Last year industry analyst Ming-Chi Kuo wrote that Qualcomm possibly stopped its work on 20A, opting for TSMC or even Samsung instead: https://medium.com/@mingchikuo/qual...e-meaning-that-intel-18a-r-d-and-bc29ea2493d1
Intel has announced its first major customer for its new Intel Foundry Services business: Qualcomm. Best known for designing the Snapdragon chips that power most major Android phones, Qualcomm will start to have its chips manufactured by Intel in the coming years using Intel’s upcoming 20A process.
No timeframe has been announced for when the first Intel-made Qualcomm chips will arrive or which of Qualcomm’s products Intel will produce.
Additionally, Amazon’s AWS will be working with Intel Foundry Services, relying on Intel’s packaging solutions (although Intel won’t be directly making chips for Amazon).
Qualcomm will rely on Intel’s newly announced Intel 20A technology node, scheduled for release in 2024. Intel 20A will introduce a new transistor architecture, RibbonFET, Intel’s first since 2011
Intel previously announced its new foundry business as part of new CEO Pat Gelsinger’s “IDM 2.0” strategy shortly after he took the reins of the company. Intel Foundry Services was a key part of that plan, one that would see Intel expand beyond making its own chips to handle production for third-party companies. Qualcomm and Amazon mark the first — and the highest-profile — partners that Intel has announced so far for IFS, although Gelsinger has previously mentioned that Intel is in talks with over 100 companies for foundry work.
Last year industry analyst Ming-Chi Kuo wrote that Qualcomm possibly stopped its work on 20A, opting for TSMC or even Samsung instead: https://medium.com/@mingchikuo/qual...e-meaning-that-intel-18a-r-d-and-bc29ea2493d1
Qualcomm is at TSMC for N3 and N2, Intel 20A work was stopped last year due to PDK problems. I'm sure QCOM is looking at Intel 18A and 14A, QCOM normally is a mutli fab sourcing customer but Samsung did not have a 3nm solution so it is all TSMC. I also believe CC Wei is working closely with Cristiano Amon to keep the relationship exclusive at the leading edge with Apple like perks.
hist78
Well-known member
"Intel 20A work was stopped last year due to PDK problems."
I thought Intel's official statement was that, due to the significant progress with Intel 18A, they no longer need 20A. Consequently, Intel has canceled 20A production and moved engineering resources from 20A to 18A.
Are you saying 20A never came close to the production stage?
I was speaking about QCOMM using Intel 20A not Intel directly. Here is the Intel announcement/spin:
Continued Momentum for Intel 18A
Progress on lead product designs and process readiness is enabling us to bridge from Intel 20A earlier than we’d planned.
www.intel.com
"One of the benefits of our early success on Intel 18A is that it enables us to shift engineering resources from Intel 20A earlier than expected as we near completion of our five-nodes-in-four-years plan. With this decision, the Arrow Lake processor family will be built primarily using external partners and packaged by Intel Foundry."
MKWVentures
Moderator
Like some other agreements for foundry, this did not go anywhere. The so called agreements announced are not necessarily 100% binding.
re-reading 2021 announcements can be informative.
That said, as @Daniel Nenni has mentioned many times before, Intel replacing Samsung as a supplier or backup supplier makes a lot of sense.