You missed the markets for 10nm and 7nm. TMSC is now producing your chips because you can't do it yourself. You promise that once I become a customer you will do better and will never prioritize Intel chips over mine. It's all pie-in-the-sky BS if you ask me. It's not a very good marketing approach for the future of your company.
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I know insider at one of IFS so called customers. They are simply leveraging Intel to get better pricing from TSMC, while having clause in contract allowing them to walk away for free if Intel misses any of set milestones, which is virtual certainty. And if by some miracle that doesn't happen they get chips at or possibly even below cost. Win-win to everyone, except Intel.
... And even if a customer signs on they know they have Intel over a barrel of endless Fab cap ex costs so they drive the price down to Intel's marginal cost per unit and at the very best Intel ends up with a zero margin business. It has happened before...remember IA Celeron was in X Box and IA in mac... Do you guess those deals were positive gross margin? This is a disaster.
I guess only a clean, total break between design and foundry into two separated companies can help this situation.
The government will help with Intel foundry. Or we can start a GoFundMe page on our own, since the free world is at stake.
LTD will beat AMD, with the right leadership.
The rest of Intel can fetch something.
Intel foundries are not even half full, why would you even worry about getting deprioritized in that case.
IFS 1.0 failed to attract anyone that INTC didn't acquire or sell to at below cost - IFS 2.0 is on its way down the same path - INTC continues with the 'our way or no way' path - even if they feign otherwise - impossible to deal with, libraries and tools are all 'invented here' mess - by the time INTC is competitive with real foundries for ease of customer use (which at this rate is never) the company will have pivoted back and cancelled the program.
If you give the customer “a deal” what will your margins be compared to doing your own x86 ?
Why would any customer believe when you are capacity constrained you care about them.
If you take better care of IFS customers how does IDM work as and advantage.