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I doubt this statement. Meaning I don't believe there's a viable option for Intel to follow its current strategy without investing so heavily.
But let's test it. Would Intel follow a different strategy if there were no CHIPS Act (like splitting off the fabs) ? Would building 25% or 50% of the...
It seems to me to be a very insightful and thought provoking comment and best read as a backward looking comment and nothing to do with today's issues (Taiwan/China or the CHIPS Act).
The question is why Intel chose never to build a fab in East Asia at any time in its history. We know that...
Is this real ?
He (Pierre Cambou, Yole Group) claims that Samsung's "open foundry strategy has paid off" and that "is has now become a credible alternative to TSMC".
Isn't that the exact opposite of most observations here over the past couple of years ?
Then the foundry capacity proportional...
This is just so frustrating.
Yet again (Wind River, Infineon wireless unit, Altera, McAfee, ...), Intel buys a company for a huge amount of money, declares this a critical strategic fit and essential for future product plans and growth, ploughs on for around a decade, destroys value and then...
But there wasn't actually any political sniping or comment made, was there ?
Are you aware just how ridiculous it looks from outside the US to see a man in serious mental decline who needs proper medical care being forced to continue in a job he's patently unable to do ? It's actually inhuman...
Thanks, that's quite helpful.
However, the next question we probably need to ask is whether leading a coalition of equals is really in Intel's DNA - or a challenge they're capable of rising to. They've never had to operate in that way before (actually sharing stuff as equals). This all looks...
Those two statements do seem contradictory.
1) Intel design and manufacturing can't be separated without killing both
2) Intel manufacturing can be outsourced
And how is [partially or wholly] outsourcing manufacturing to "not TMSC" any different (or better) than [partially or wholly]...
Hold on a moment. I thought you'd said how impressed you were with Intel's technology progress only a few days ago. But today Ann Kelleher's "not delivering" and is a "lame duck". I know we're living in the crazy, volatile world of Intel news and leaks, but I'm having trouble reconciling these...
Is anyone else wondering exactly what this particular discussion is doing on SemiWiki now ?
We seem to have reached a personal opinion:technical content/relevance ratio of >>> 1.0 and it seems to be meandering off into irrelevance.
Wasn't BK a fab guy ? That's about as far from AI and cloud computing as you can get. Would you pick a 36 year Intel lifer to run a software startup ?
However, a quick scan of Crerence's most recent financial statement shows they're losing a lot of money and may need to get costs under control...
You say it must be the IDM model. But if it's been recurring for 10-20 years, couldn't it equally well be culture (or both) ?
Without any real personal experience of Intel, I can only "characterise" from external observations. One of my strongest impressions is that it grew up with a very...
Perhaps it's just nuance, but do we really think that the CEO needs to be a "deep expert" in both design and manufacturing ? Doesn't feel quite right to me. I'd rather say he/she needs to have some instinctive grasp and feel (and some experience) for both disciplines - to know in advance what...
The report claims:
"Samsung has been expanding into logic chip designing and contract chip manufacturing to lower its reliance on bread-and-butter memory chips."
Is that actually true over the past 2-3 years ? It's obviously what they'd like to happen, but ... . I haven't checked the numbers...
More likely it gets very crowded at the bottom. And the value chain likely isn't static - as more competitors enter at the base and in the middle, the value concentrates at the top and new, higher value activities are added at the top of the chain.
That's certainly all true about the potential for missteps. But there's quite a large AND function in this. For TSMC to lose leadership requires:
( significant misstep OR miss significant new technology ) AND competitor who doesn't AND competitor who has the resources and other attributes to...
Thinking a bit more about the nature of over-investment in AI (I'm assuming there is - just my opinion). This doesn't matter quite so much if what you end up with is an asset of lasting value, as was the case with all the dark fibre after the 2000 tech bubble. In the AI case however I suspect...
Yes, if we follow that article. And apply a little common sense to what's happening today (collosal investments with only marginal returns so far; massive increase in energy consumption from AI data centres - in part due to non-market pricing of services today; too many players crowding an...
You misunderstood.
I never said this was a deliberate US government policy in the sense that they stopped and though it through in advance or even necessarily desired this outcome). But that's irrelevant. It became their de facto policy when they sat back and let it all happen.
Which all...
Perhaps it's the other way round ? Intel positioning itself as a corporate actor on the geopolitical stage because it recognises itself as a company in decline and sees this as a way - perhaps the only way - to stem the decline.
Am I alone in finding the US government's position on this...
Somewhere in all this, we need to remember that Intel is partly trapped in its heritage of being an outright tech leader and dominating markets. I cannot imagine that they really have the belief and desire to set up a relatively low margin trailing edge foundry business in which they are a #2...
