Pat’s great return to IDM 2.0 and beats his chest about 20 billion investment, must be a real man with a fab.
Oops he has awoken the giant who is REALLY going to spend a HUNDRED BILLION.
Pat likely can’t even get his first EUV till 2024, LOL
6 replies (most recent on top)
if you are technology leader, do you think do you want your competitor to manufacture your device and potential IP leak?
unless there a cash incentives from Intel to guarantee the investment & the so-called customer is not a technology leader, so it has nothing to lose
Apple learning from Samsung design/fab for their mobile app processor was a learning to everyone
Fab business with many customers always win like TSMC be prepare to work to work at Intel
Intel want 100% IPC to make up the delay of advanced node
TSMC doesn’t build capacity without high confidence they have orders and a technology to fill it.
Unlike Intel who’s 20 billion was all PR. 10nm years late, 7nm the same, well know. Terrible execution and customer service. Who wants or needs a lagging low confidence high cost technology from an also ran. Let’s not forget he told everyone he want sit compete with you, who needs or wants a frenemy like that ?
Even government will find better places to throw money, BTW how much money did Intel make and they are asking for tax payer money ?
https://www.bloomberg.com/news/articles/2021-04-01/tsmc-to-invest-100-billion-over-three-years-to-grow-capacity
And the US government is now talking about 50 billion
What are you saying OP? Who is spending 100 billion? TSMC? Where?
I had that thought too. So should be $200 billion not $20 billion, to catch up to TSMC who is already ahead.