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A
This is the fundamental problem. Times change. people need to adapt. Intel did not (well they did in 2020 but Pat reversed the...
Jan 15, 2026
A
The “Not TSMC” foundry market does give Intel some potential breathing room. But that market is not reserved for Intel alone.
On mature...
Jan 15, 2026
A
No matter who leads Intel, Bob Swan, Pat Gelsinger, or Li-Bu Tan, they all face the same fundamental challenge: under the IDM business...
Jan 15, 2026
B
Is that the original FAB7 or the mirror FAB across the road?
What about FAB2 and FAB5?
Who is making the masks for GF these days?
Jan 15, 2026
While loading at Fab 8 in Malta is weak, Fabs 1 and 7 are fully loaded and both expanding capacity.
It's been my thinking since GF was...
Jan 15, 2026
A
This kind of discussion about whether a software advancement is really significant is always fascinating because context matters so...
Jan 15, 2026
P
Simply amazing. Congratulations to CC Wei and every single TSMC employee. Enjoy those bonuses!
"TSMC deployed 305 distinct process...
Jan 15, 2026
S
I can think of two people....
But the bigger point is that Intel's corporate culture and structure allowed such a thing to happen...
Jan 15, 2026
S
Yeah, I read that semianalysis report (I'm on their distribution list), pretty much everything it said made no sense to me at all. It...
Jan 15, 2026
S
GF would have access to more advanced processes than 14nm. Intel needs to fill 7 and 3 fabs. Intel also gets more military and RF...
Jan 15, 2026
S
I can name many
- Mobileye
- IMS Nano fabrication
- Codeply software (good software for HPC/AI)
- Movidius(NPU is their IP)
- Rivet...
Jan 15, 2026
S
My understanding was that there wasn't just one problem, it was a combination of aggressive design rules (physical and electrical) plus...
Jan 15, 2026
There's a huge list here: https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Intel
Based on the list, I'd say no...
Jan 15, 2026
You have a good point. This deal only makes sense to me either if the IP is legacy, low end business for trailing edge nodes, or (as you...
Jan 15, 2026
I have to ask a dumb question: did Intel ever buy a company and actually turn it into a big success?
At best, Mobileye and Altera...
Jan 15, 2026
chipsntexas replied to the thread Another Reason for Intel to Acquire GlobalFoundries.While loading at Fab 8 in Malta is weak, Fabs 1 and 7 are fully loaded and both expanding capacity. It's been my thinking since GF was...
Like.
This kind of discussion about whether a software advancement is really significant is always fascinating because context matters so...
Haha.
Yeah, I read that semianalysis report (I'm on their distribution list), pretty much everything it said made no sense to me at all. It...
Xebec replied to the thread Another Reason for Intel to Acquire GlobalFoundries.There's a huge list here: https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Intel Based on the list, I'd say no...