What's he going to talk about? Any guess?
13 replies (most recent on top)
Don't count on it. Just a customer visit probably. Why did Pat insult TSMC, I mean what good is there in that?
Intel is really far behind and then Pat comes out swinging. Instead, I would keep quiet and execute. Let the game be decided on the playing field. Nobody likes a buffoon.
Maybe Pat is going there to apologize to Morris Chang for insulting TSMC and the Taiwanese people for being an 'arrogant' and 'discourteous' fellow...
Let's hope he stays there.....
https://youtu.be/X8UWxXJHHbE
Of course strategic discussions with TSMC would be interesting, but remember the Chairman of TSMC said Pat was co--y and disrespectful of TSMC so, I seriously doubt they would take a meeting with him.
Most likely, many of the top OEMs are based in Taiwan so this could just be routine exec meeting and greet with ASUS, etc.,
Aside, it is amazing to me that most Intel employees don't really understand who the customers are and where they are located. It just speaks to how disconnected from reality large companies can become... Many Intel employees can't even name the products and what markets they are sold into. Shocking but true.
More than likely to beg and grovel for TSMC to fab Intel c-r-a-p since TMG/IFS process is not cutting it and will never perform.
Manufacturing Intel products.
TSMC is under a lot of political pressure to move to the US, even with the threat of being Nord Streamed. It probably makes more sense for TSMC to chip in and own a percentage of the Intel Foundry than to open a lot of fabs here which would force them to accept American stupidity. They did the same with SMIC in China decades ago.
A technology sharing agreement with TSMC is the only way forward.
...not that TSMC is eager to do this.
Pssst, hey TSMC, wanna buy some fabs real cheap?
he visited India a few days ago. should be the same thing ?
Co-announcing that Costco is buying both TSMC and Intel?
Is guessing really needed