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I guess it's simply an estimate of demand. If this goes into data centres (let's assume "AI fabric" isn't for consumer edge devices), it seems reasonable to assume a demand of 10% of games consoles.
The other variable is die size. 200 die off a 300m wafer is something like a 32mm square die...
I'm not sure what [Huawei] "mastering ARM design" means here and that it's really anything that much to brag about. It usually means slight customisation/configuration and implementation from RTL. Compared to many other leading edge chip design tasks, not of the highest difficulty. Nor one where...
Still, can't have done any harm to Sony's negotiating position with AMD to have Intel in the mix. And is this sort of business actually as profitable for the silicon vendors as x86 PC/laptops and servers ?
Seems curious that this all happened 2 years ago and the story is only coming out now ?!
Adlai Stevenson said much what Arthur did : "My definition of a free society is one where it's safe to be unpopular ... All progress has resulted from people who took unpopular decisions". I really shouldn't go there, but standards in US presidential candidates do seem to have slipped a smidgen...
The irony is that it is Intel themselves who perhaps did more than anyone else to kill off second sourcing in the semi business when they decided to stop dual sourcing with AMD from the 386 (about 40 years ago).
But dual sourcing has to be a far more difficult process these days. You can't just...
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Shareholders can always vote to remove management if they aren't happy.
Shareholders also take the risk of owning companies. Capitalism 101. It is not government's job to bail them out.
If Intel is taken private, this is not automatically bad for the shareholders. Depends on the terms and...
Do we really think that the US government will be as keen to subsidise a private company as a public one ? It's one thing to underwite a public company and something else to do so for private equity. A much harder sell to the public in my opinion.
Note: I have to assume that Intel shareholders...
You do realise that you appear to be arguing for TSMC to start engaging in price manipulation in order to raise their margins to a level where Intel becomes a competitive foundry. You're heading into the territory of anti-competitive and cartel behaviour there.
As it is, TSMC is making...
I think you're in danger of losing the plot here using phrases like "TSMC and its customers want to kill Intel".
TSMC is simply trying to run a successful business. As are its competitors. Amongst other things, they're probably far too busy wrapped up in dealing with their own problems and...
The chart was a little misleading even then (this is clearly some time pre-2015).
Samsung and Intel both include significant memory and other business lines at this time. TSMC is pure logic foundry. But then equally the TSMC revenue is split over multiple process nodes and fabs.
But it does...
Not sure what your point is here.
Besides which, TSMC is succeeding because it offers products and services that its customers want. No one is stopping Intel from doing the same. Apart from Intel themselves. Just how is that TSMC's fault ?
I don't think this should be any great surprise. There really was only one way from Samsung's very high smartphone market share - and that's down. Like Nokia, it's also got a comparatively small home market to rely on. Add in cheaper Chinese competition and what we might call "diminishing...
This - your read of Trump's view (which may or may not be correct) - reflects a deluded zero sum game view of the world. The US has made a massive net gain from Taiwan and TSMC's tech industries - what the fabless companies and their customers gained vastly outweighs anything companies like...
With that grasp on reality, she really needs to go into politics.
In the same sentence she confirms that Intel strategy is to sell Altera (IPO in 2026) and claims it isn't !
Is this the same Sanda Rivera who was Intel's "Chief People Officer" (ref recent discussion here of Intel job titles)...
IP theft is still theft, regardless of whether the Chinese company succeeded.
And the fact that the Chinese companies failed is not necessarily a result of these individuals (correlation != causation). Equally, in failing it's possible they changed the market dynamics and cost Samsung profits...
It's a canned press release. He'd say exactly the same whether it was going better than expected or a bit worse. That's how these things work.
He makes no comment or recommendation on whether designers should actually use IFS. And nor should he. It's the same when they talk about TSMC, Samsung...
You can make exactly the same argument in reverse.
If you were the current combined (design + fabs) Intel and had the best tech, why would you offer it to competitors of Intel (design) [on the same terms, costs and schedules] ?
Equally, how much better would Intel foundry need to be vs TSMC...
Of course Cadence and Synopys are backing every [viable] horse in the foundry race. Not least since Intel are paying them significant amounts to do this enablement work. And this sort of development work increases their EDA licence usage (and revenues) whether it results in production silicon or...
