Fab as a Service could work but only if the Feds prop it up forever. There’s reason to do that (if China takes over Taiwan at this point of TSMC’s concentrated market share, the US takes a huge economic hit).
Is there any other strategy that could free Intel from the toilet su-k? And will Fed subsidies not be enough to fight the su-k either?
“PG was in charge of Larrabee at a time when making a difference in graphics cards would have been a life changing scenario for the company…“ Intel people are just so stupid to not identify what is life changing, what is necessary, what sequence, what is enabled they just see numbers. And actually numbers can be cooked, as demonstrate very recently. It’s like having Big Bo----s obsession.
I ask colleagues this question and I am shocked at the responses...
Generally, people at Intel are so far removed from silicon design and manufacturing that they can't answer answer the question rationally.
TSMC has lower cost, more flexible shuttles, most complete ecosystem, many prior gen nodes etc., etc., It simply is inconceivable that Intel can catch them.
PG was in charge of Larrabee at a time when making a difference in graphics cards would have been a life changing scenario for the company… it was smaller yet important fish in the pond… what makes anyone think IFS/IDM 2.0 moonshot will be successful given the massive investment required in these times of high inflation and interest rates with giant competitors such as TSMC?
It's pretty sad when a company's core competency (manufacturing) turns into it's biggest boat anchor...
TMG/TD should be ashamed of themselves.
There is a solution here with much higher odds of success.
The sad fact is that Intel has failed at every attempt to expand beyond the PC. Networking, discrete graphics, phone silicon, hpc, AI... The next stupid idea is IFS.
The cost of each new process node exceeds Intel's ability to utilize the capacity. the safe path here is to cut heads by 30-60%. Drop the IFS strategy. Outsource manufacturing to TSMC. Focus on cost reduction and minimizing the product line.
Yes, in a manner of speaking this is throwing in the towel. However, the track record of Pat and Intel in trying for new businesses shows that throwing good money after bad does not good.
No.
Based on how strong the su-king sound from IFS cashflows flushed down the drain has been, probably not.
If the persistent stagnating stock price is any indicator then no.
But hey, at least the BoD and ELT will still make out like bandits before the company goes bankrupt, unfortunately the rest of the company will suffer.
Haha why ask here, ask the ‘leaders’ surely with their millions of dollars they can find a path to the promised Land?
Haha