https://www.eenewseurope.com/news/intel-TSMC-5nm
11 replies (most recent on top)
“ Will this have any impact on the Oregon fabs? Is employment in these fabs in jeopardy”
Did you read how TSMC is spending 28 billion this year, yeah TMG is history
Will this have any impact on the Oregon fabs? Is employment in these fabs in jeopardy?
It would not surprise me if the power was much lower on TSMC than Intel's home grown process.
https://www.extremetech.com/computing/319301-report-intel-will-outsource-core-i3-production-to-tsmcs-5nm-node
This was to be expected, running out of options on this side
It’s like McD s outsourcing the Big Mack. How the mighty have fallen.
Pat is a product design and software guy. He doesn’t care about manufacturing. If manufacturing doesn’t give Intel a competitive advantage, he will quickly get rid of it.
At the moment manufacturing is a millstone around the neck for Intel.
Will be interesting when Intel I3 goes out the bottom of the stack will get more mature PDK, higher yields and faster TO to PRQ.
Why wouldn’t that be what you want your high margin products to get? Funny take your low margin and give margin away versus your high margin and high demand servers that have to compete with AMD and Apple who will have superior process than the internal process. I guess this saves face but the reality is ugly FUBAR
It's not as if a new CEO will magically make all the process problems go away in a timeframe measured less than years. A return to Tik-Tok is a pipe dream right now, while TSMC is sticking to their schedule just fine. If Intel wants to increase its performance per watt before its market share craters, there is no other interim solution. i3 is an ideal testbed since it's not top of the line but widely sold. If process shrink can't get its act together in the next year, it might be smarter to outsource all production until it can catch up.
The short- and medium-term circumstances of the company has not changed. The cards dealt don't change with the CEO. Short term strategy is already water under the bridge. What the new CEO do is enable change for the long term.
The report is all speculation, not some credible source leak.
And the original report was released on 01/12 before Intel appoints Pat Gelsinger as new CEO. So even if the report speculated correctly, which is unlikely, the circumstance already changed.