21–30 of 88 posts
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Yeah, yeah. A bit to chat about when Pat Gelsinger roams about thrashing TSMC for having their fabs at an insecure location.
Kinda spooky how much of the cutting edge semiconductor fabs are in disputed territories...
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Wouldn't this require them to start making SOCs for mobile phones?
In other words producing for chip designers such as Apple, Qualcomm, or Samsung.
Back when Intel had a process advantage over everybody else I guess it made strategic sense for them to not let others use their process. Now when that process lead is gone, refusing to fab chips for non-x86 ISA's just means those customers will go elsewhere.
Scooped you by 21 hours: https://news.ycombinator.com/item?id=30344944 I think this comment will be downvoted, but just want to run the experiment to be sure. I'll delete if so .. No worries.
Remember PASemi were the folks Apple bought that gave us the A series chips and made Apple the chip powerhouse it is today.
Scooped you by 21 hours: https://news.ycombinator.com/item?id=30344944 I think this comment will be downvoted, but just want to run the experiment to be sure. I'll delete if so .. No worries.
You'll be downvoted for talking about downvoting (just as I will be). Just avoid.
Heh, we probably ought to avoid continuing to talk about and make a thread about it here :)
But maybe there's some useful distinctions to be made. I think the times where's it's bad is if I go, "Don't downvote..." or "Downvotes are idiots" or whatever...Here I'm just honestly being like, I think this will be a "low value" comment and I'm happy to remove it, but I'm not entirely sure so I want to check. I think that's useful to make it clear and transparent.
Actually I'm surprised it got upvoted. I thought people would take issue with me saying "I was there first"...but anyway, I learned something. Yay :)
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In other words producing for chip designers such as Apple, Qualcomm, or Samsung.
Intel Foundry Services (IFS) is marketing themselves as the only fab capable of producing all three of x86, Arm, and RISC-V. Back when Intel had a process advantage over everybody else I guess it made strategic sense for them to not let others use their process. Now when that process lead is gone, refusing to fab chips for non-x86 ISA's just means those customers will go elsewhere.
Capable? From the fab point of view, all three of those are just rectangles.
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You'll be downvoted for talking about downvoting (just as I will be). Just avoid.
No I think it's helpful in these cases where I'm just trying to learn about the community. Heh, we probably ought to avoid continuing to talk about and make a thread about it here :) But maybe there's some useful distinctions to be made. I think the times where's it's bad is if I go, "Don't downvote..." or "Downvotes are idiots" or whatever...Here I'm just honestly being like, I think this will be a "low value" comme…
When reading headline I was thinking about Intel removing its competitor. Then I searched a bit and found this: “ Tower Semiconductor Ltd. is an Israeli company that manufactures integrated circuits using specialty process technologies, including SiGe, BiCMOS, SOI, mixed-signal and RFCMOS, CMOS image sensors, non-imaging sensors, power management, and non-volatile memory as well as MEMS capabilities.” Looks like that…
So it is some kind of complement to Intel's business? By the price Intel is paying compared to Tower's revenue, it really sounds like Intel is paying a lot without being able to add anything?!
~3.5x sales is not a lot, especially not in this market (either broadly or semis specifically).
AMD is at 9x sales; Nvidia is 27x; Analog Devices is 11x; Texas Instruments is 8x; Applied Materials is 5x; Micron is 3.6x; Taiwan Semi is ~11x; ASML is ~13x; KLA is 7x; LAM is 5x - and so on.
Earlier quoted context omitted.
In other words producing for chip designers such as Apple, Qualcomm, or Samsung.
Intel Foundry Services (IFS) is marketing themselves as the only fab capable of producing all three of x86, Arm, and RISC-V. Back when Intel had a process advantage over everybody else I guess it made strategic sense for them to not let others use their process. Now when that process lead is gone, refusing to fab chips for non-x86 ISA's just means those customers will go elsewhere.
TSMC is producing all of these. Not like the architecture matters from a foundry POV anyways.
Earlier quoted context omitted.
In other words producing for chip designers such as Apple, Qualcomm, or Samsung.
Intel Foundry Services (IFS) is marketing themselves as the only fab capable of producing all three of x86, Arm, and RISC-V. Back when Intel had a process advantage over everybody else I guess it made strategic sense for them to not let others use their process. Now when that process lead is gone, refusing to fab chips for non-x86 ISA's just means those customers will go elsewhere.