https://www.chosun.com/english/industry-en/2024/08/07/WDYITV3KAFBCVBQJUFOPNBG4SQ/
9 replies (most recent on top)
What is Intel's core competency ? Design... No. Process leadership... No. Burdensome cost structure.. Yes. So now the differentiator is packaging?.. Feels like grasping for paper straws. That and PowerPoint slides won't be enough to pay for the free fruit.
NVIDIA chips won’t work on Intel fab
Folks can talk up the fabs all they want, Intel's only real hope is the packaging business. They even see this inside based upon some of the shuffling being done.
Scraps of packaging business isn’t enough to save foundry … yes, they have to start somewhere, but this is too little too late I suspect
As intel doesn't can't tell its head from its ar-e the company is now getting low value work while others enrich themselves on the wave of new technologies!
LGA,? PGA? BGA? It matters. Can’t put a brown M&M on a blue M&M assembly line.
They will never tool up in time to beat Samsung.
Great. Now we are getting into the packaging business. Fedex will still ki-l us like every other competitor
Yay. Intel Malaysia plant will get some packaging work. How does that relate to jobs, fabs or products? It’s about as helpful as Pat taking a night job at McDonalds.