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S
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 28, 2025
S
True re: volumes, but "Tesla" is running a lot of custom silicon these days - which can represent both licensing fees as well as...
Jul 28, 2025
S
A little more on perhaps why Samsung:
Curious how Musk will react if Samsung yields in TX follow their pattern of low yields in SK on...
Jul 28, 2025
S
Unfortunately this is the story of how Intel lost it's Foundry business.
The same exact thing happened when Otellini wasn't willing to...
Jul 28, 2025
I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 28, 2025
S
I think $ USD Billions of business probably matters more to TSMC, Samsung, and Intel than some of the public's perception of Tesla's CEO.
Jul 28, 2025
S
This seems like a huge missed opportunity for Intel.. good job Intel Board.
Jul 28, 2025
S
Maybe the profit margin isn't high enough, the CEO said IFS would not do anything if it didn't make them 50% profit margin.
Jul 28, 2025
S
File Image
On Monday, Samsung Electronics said it has signed a contract valued at $16.5 billion to supply semiconductors to a major...
Jul 28, 2025
S
I have to wonder, where is IFS?
This kind of chip can probably be manufactured on Intel 3 and 18A. Why did Intel not pursue it...
Jul 28, 2025
X
True re: volumes, but "Tesla" is running a lot of custom silicon these days - which can represent both licensing fees as well as...
Jul 28, 2025
S
I expected Intel Foundry to flop from the get go. Intel has been half-assedly trying at it for years with pathetic results. IBM and AMD...
Jul 28, 2025
S
It is quite difficult to adapt Intel's old nodes for industry use. They have several collaborations going on (with UMC, for example)...
Jul 28, 2025
X
It is also a point against the TSMC monopoly argument. Given how loud Elon Musk is it is a big point. Go Elon!
Jul 28, 2025