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The x86 thing might be mainly for internal signalling within Intel. These can't be easy times. One of Pat's key jobs is to maintain morale.
Don't know if anyone's keeping score on just how relevant x86 is in *new applications*, but would sure be interesting to know. Clearly, it's not going...
If and when the Chinese fabs win their race to the bottom, they'll discover there are no prizes for finishing first ...
These are not just accounting concepts. Eventually you run out of money. As many Chinese chip companies already have. If we had reliable accounting figures and could net up...
He's inconsistent in his output. The main problem is that he states everything as though it's a certainty. He doesn't deal in probabilities or any of the fuzziness and uncertainty of real life. I find his view of the UK rather strange. Sometimes useful (geopolitics, oil, long term trends), but...
Really ?
Just how long do you think the Chinese can carry ever increasing losses here ? There's already a collosal write-off for all the excess equipment they've bought. They then want to compond this by selling well below cost ? TSMC's base cost is presumably lower as they've legitimately...
Hate to burst your bubble, but you clearly missed the memo (4th July 2024) where the EU massively increased tariffs on imported Chinese EVs.
"The European Union has raised tariffs on Chinese electric vehicles, as Brussels takes action to protect the bloc's motor industry.
The new tariffs on...
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...
