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Intel foundry might survive if all those CPUs are manufactured in leading edge like Intel 4 and Intel 18A since the number says it's 100K per month. PC CPU monopoly 'was' Intel foundry's strength which Samsung foundry didn't have(after they lose Apple).
100K per month is quite big volume, which is enough to fuel(but growth? not sure) well working foundries...but do we really have well working foundries outside Taiwan? Even now, most of Intel products' wafer comes from Intel 7 which Intel admitted that its cost structure is vastly inferior to foundry competitors' and they're running out of money.
Intel foundry might survive if all those CPUs are manufactured in leading edge like Intel 4 and Intel 18A since the number says it's 100K per month. PC CPU monopoly 'was' Intel foundry's strength which Samsung foundry didn't have(after they lose Apple).
100K per month is quite big volume, which is enough to fuel(but growth? not sure) well working foundries...but do we really have well working foundries outside Taiwan? Even now, most of Intel products' wafer comes from Intel 7 which Intel admitted that its cost structure is vastly inferior to foundry competitors' and they're running out of money.
I’m thinking the same thing. Intel may never earn the fat profits it once did, but it could survive as a less profitable IDM without external customers. The real question is: can Intel’s product designs stay competitive, and can Intel Foundry’s costs ever be competitive?
The so-called IDM 2.0 model, an advanced logic IDM with external foundry customers, has already been tried for years by Samsung, with little success. Simply rebranding it won’t change the outcome.