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A
Why would the entire semiconductor industry, including supply chains, customers, and even Intel’s competitors, wait for Intel to figure...
Aug 20, 2025
A
IDM is not a good idea unless you cannot get support for the manufacturing required for your field. You need scale and the flexibility...
Aug 20, 2025
A
I think you just ended with the best argument why customers would not go to INTEL3.0. Why move to INTEL3.0, when they are much more...
Aug 20, 2025
T
Because foundry need to evolved, and foundry pure-play is unlikely to take place now given TSM has absorb all major revenues. For any...
Aug 20, 2025
T
For example, in power semiconductors, vertical integration seems to be dominant over Foundry.
After all, I realize that Foundry is...
Aug 20, 2025
D
Intel is a stupid outdated company
However, IDM itself is not a problem.
Intel that couldn't change while maintaining IdM is bad
Aug 20, 2025
T
Exactly, go on the route that make TSMC difficult to compete in by having a deeper specialization into things.
And that is true when...
Aug 20, 2025
D
Because foundry need to evolved, and foundry pure-play is unlikely to take place now given TSM has absorb all major revenues. For any...
Aug 20, 2025
T
Why would the entire semiconductor industry, including supply chains, customers, and even Intel’s competitors, wait for Intel to figure...
Aug 20, 2025
T
Intel is a stupid outdated company
However, IDM itself is not a problem.
Intel that couldn't change while maintaining IdM is bad
Aug 20, 2025
I accept
And It's not that IDM can't do open innovation.
Personally, I think it would be better if it just evolved into a new form of...
Aug 20, 2025
China will never catch TSMC. Big diverse customers and the ecosystem drives TSMC and China does not have that. If you say 20-30 years...
Aug 20, 2025
I
Why would the entire semiconductor industry, including supply chains, customers, and even Intel’s competitors, wait for Intel to figure...
Aug 20, 2025
Why would the entire semiconductor industry, including supply chains, customers, and even Intel’s competitors, wait for Intel to figure...
Aug 20, 2025
F
Nope, that's not true. For chips whose design suits BSPD -- for example GPU/AI chips for HPC, which is a huge and rapidly expanding part...
Aug 20, 2025
Like.
Why would the entire semiconductor industry, including supply chains, customers, and even Intel’s competitors, wait for Intel to figure...
Daniel Nenni reacted to tomatoma's post in the thread Opinion: To make IDM 3.0 a success, Intel must make other companies IDM with
hist78 replied to the thread Opinion: To make IDM 3.0 a success, Intel must make other companies IDM.Why would the entire semiconductor industry, including supply chains, customers, and even Intel’s competitors, wait for Intel to figure...