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Which Arrow Lake and Lunar Lake Chiplets Will be Fabbed by Intel?
- Thread starter fansink
- Start date
MKWVentures
Moderator
No
Its all about cause and effect. The High cost of Intel Fabs drove them to TSMC. So Pat changed the accounting so the BU has them same P&L whether Intel or TSMC make the product. Its all covered in my report on this site and my website. The question now is how to turn it around (Need low cost+internal volume+foundry).Does IFS's $7B loss effect anyone's opinion of which Arrow Lake and Lunar Lake chiplets will be fabbed by Intel?