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It is certainly possible. Pat G seemed to be on an all-or-nothing mission which would have killed both sides of Intel.
My concern is Intel Products remaining competitive without manufacturing. Where do you think Nvidia and AMD would be without their close relationship with TSMC...
I guess I don't understand what splitting is. They are already functionally split, different financials, the same as Samsung Foundry is split from Samsung electronics. Do you mean Intel Products and Intel Foundry have no connection whatsoever? That would be like splitting Siamese twins. Even if...
True but TSMC, Nvidia, and Apple have been at it for 30+ years. Intel and Samsung foundry are rising from the ashes so they will need to get creative.
Knowing Lip-Bu, I'm expecting other big potential customer investments in Intel like Softbank. Yes it is dilutive for share holders but...
I think there is a disruptive way to challenge TSMC, in fact I am counting on it, but the first order of business is to get Intel and Samsung Foundry back on solid financial ground and engaged with the semiconductor ecosystem. Both companies have had missteps and trust needs to be reestablished...
Interesting:
"The administration insisted on the provision as a type of “poison pill” meant to dissuade the company from fully exiting the manufacturing segment."
I guess that answers the question of "will Lip-Bu Tan sell Intel Foundry Services?"
"The filing includes a contingent warrant that...
What is the correct decision?
Trust is key for the foundry business because fabless companies are literally trusting foundries with their livelihood. Pat Gelsinger's over optimistic rhetoric did not inspire confidence nor trust. Lip-Bu is a very different type of leader:
"I have always...
Solar reminded me of the DRAM race, not something the US was good at doing but clearly there was money in it if you waited the competition out. It took government funding of course.
I don't think you can compare the leading edge logic race to that but TSMC did win the war of attrition, with the...
Taipei, July 2, 2025 — Taiwan Semiconductor Manufacturing Co. (TSMC) has announced that it will eliminate the use of Chinese chipmaking equipment in its most advanced chip plants, which are set to start producing chips using 2-nanometer technology this year. The move is aimed at avoiding...
I think Lip-Bu addressed it in his letter:
https://semiwiki.com/forum/threads/my-commitment-to-you-and-our-company-a-message-from-intel-ceo-lip-bu-tan-to-all-company-employees.23373/
But I agree, Frank should have said something. I do not know Frank but looking at what happened to Intel during...
Intel presented two chips at the Hot Chips Conference today. Great presentations, both presenters actually looked like their LinkedIn photos which is rare:
- Introducing the Next Generation Intel® Xeon® Processor with Efficiency Cores Don Soltis, Intel
- Intel Mount Morgan Infrastructure...
They use outdated products, Sandia Labs and GlobalFoundries for example. Sandia labs is 350nm on 200mm wafers. The US government treats GF as a trusted foundry even though it is majority owned by a foreign government and is using outdated technology. What is the USG going to use for AI infused...
First off, why did he not reference discussions on SemiWiki? Second, he did not mention how TSMC got to where they are today. Third, he did not mention China's push into semiconductors.
I don't know what readership Reddit's semiconductor subgroups have but they are no SemiWiki. We had 1M active...
I remember this quite well. Someone made an app that would tell you which chip your phone had in it :ROFLMAO:. I held onto my iPhone 6, it was a great phone. The reason why Apple split between Samsung 14nm and TSMC 16nm was because 16nm yielded late. As a result the A9 was designed to Samsung...
