[HN Gopher] Intel Talks with TSMC, Samsung to Outsource Some Chi... ___________________________________________________________________ Intel Talks with TSMC, Samsung to Outsource Some Chip Production Author : doener Score : 45 points Date : 2021-01-08 20:50 UTC (2 hours ago) (HTM) web link (www.bloomberg.com) (TXT) w3m dump (www.bloomberg.com) | vnqwerty wrote: | Well, in the U.S. and Europe people who actually produce | something are hindered by bureaucrats and ideologues. | | It is no wonder that valuable knowledge moves to Asia. | princekolt wrote: | Funny, ARM, AMD, and Apple seem to be having no issues. Maybe | they should change the company name to Antel? | addled wrote: | Conspiracy theory: Intel is using their deeper pockets to buy up | TSMC fab capacity in an effort to slow AMD production. Doing so | gets them breathing room to improve their own manufacturing | process before TSMC can bring on enough capacity to serve both of | them fully. | tpmx wrote: | Deeper pockets than Apple? | striking wrote: | Deeper pockets than AMD. All other assumptions holding true, | Intel doesn't need to outrun the bear... | trianglem wrote: | I'm so sad. | meragrin_ wrote: | Intel is supposed to be releasing their Xe-HPG this year and | they've already announced it was going to be manufactured | externally. Is this supposed to be specifically about the CPUs? | tracker1 wrote: | I have really mixed feelings on this. I'd prefer to see Intel | work with TSMC and/or Samsung to build/operate joint fabs or some | kind of co-ownership over completely outsourcing. I'd prefer to | see a few more diverse production locations that include an EU | fab, and updated US fab locations. I'm concerned about | instability with China stretching its' elbows in the region and I | think having more geodiverse locations would be better for | everyone involved. | | It's kind of the end of an era and sad to see in a lot of ways. I | do want to see Intel be more competitive as they'll probably be | treading water in mindshare for the next couple years. | | Aside: I want to know how much Intel is paying laptop mfgs to | keep higher end memory and GPU options out of AMD powered | laptops. | baybal2 wrote: | Yet another Bloomberg "bombshell" without a single named source? | | Rumour were going on for at least 3 years, but they are rumours. | | Except for the fact of Bob Swan being sighted visiting Xinzhu, | there was no other facts supporting that whatsoever in a those | years. | meragrin_ wrote: | How is this a bombshell? They have already announced some of | their new GPUs are going to be manufactured externally and due | for release this year. | baybal2 wrote: | Yes, _G_ PUs, not _C_ PUs. | TakuYam wrote: | I'm mildly irked by this but only because there will be more than | a few people who will believe this to in response to the dreadful | letter from Third Point. | ogre_codes wrote: | Giving up manufacturing would be terrible. It really feels like | Intel is ceding any hope of leadership to focus on milking their | IP for cash. That would be incredibly frustrating and sad. | | I hope it's not true or just very limited scope. | Alupis wrote: | It's worked out extremely well for AMD... and recall everyone | was saying it would be the end of AMD when they spun off their | FAB into Global Foundries. | | Fabricating, and design are very different businesses. | Traster wrote: | I think this is the wrong way of looking at it - and actually | the way that Intel themselves describe it. Intel think of | themselves as a manufacturing company whose designs drive | demand for their fab. But in truth, most of their value comes | from x86 which could be produced by any fab. To stay | competitive, their high end designs need to be on the absolute | bleedge edge process. Which up until now has been Intel fabs. | | But it's not giving up on Intel fabs to get their stuff | produced by TSMC. They need to do both - they need to make | money by producing the best designs in the market no matter | what the process in the high end space, as wl as sinking | investment into their fabrication side to make sure that in 5 | years time they're the leading fab. At which point they can | turn around and say F-U to all those TSMC customers, produce | only Intel chips and use that to capture market share. ___________________________________________________________________ (page generated 2021-01-08 23:00 UTC)