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Intel’s $3.5 Billion Boondoggle

benb said:
50% TSMC content is, effectively, a tipping point. Intel is fab lite (and shell heavy).

I think building fab shells has strategic optionality, that makes it worth it; think how much advertising and positive press Intel gets for some steel and concrete. And Intel has shown a talent for banking shells and then finding a use later. Fab 42 in AZ is an example.

Just don't confuse fab shells with manufacturing power. I don't see any signs of Intel or Samsung closing the gap with TSMC. It bears watching and a little speculation, but I see more signs of Intel rejuvenation being TSMC-powered.
Click to expand...
There have to be cheaper ways of buying PR and advertising than building Potemkin village fab shells.

And no one's ever succeeded in semiconductors by hedging their bets.
 
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