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Intel to Acquire Tower Semiconductor for $5.4B

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Re: Intel to Acquire Tower Semiconductor for $5.4B

#81

Earlier quoted context omitted.

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.

Qualcomm is a customer for IFS: https://www.anandtech.com/show/16846/intels-first-highprofil...

Samsung has their own fabs, and I suspect Apple will manufacture with whoever has the most advanced process (so, TSMC for the next couple years at least).

Re: Intel to Acquire Tower Semiconductor for $5.4B

#82

Intel will succeed as long as it isn’t grossly mismanaged simply because the US government needs them to succeed. I’m also surprised they don’t pressure Apple to start building fabs in the US as well considering they own the entire stack now.

Apple doesn't fab chips itself; those come from TSMC… who are building fabs in the US now.

I kind of expect Apple to start fabbing chips eventually.

Re: Intel to Acquire Tower Semiconductor for $5.4B

#83

Earlier quoted context omitted.

> They are likely to get a lot of government help. Indeed -- the not so subtle subtext of their pitch is "China, eh? Have fun with that." . So a pitch based on the idea that it's strategically important to bring that chip manufacturing "home". Which is why they picked Israel. /s

> Which is why they picked Israel. Well, there's a lot of history in that relationship. Israel really does have some of the finest scientists and engineers in the world -partly thanks to the antisemitism of a lot of other nations. I have a feeling that Israel (and Iran) have the potential to completely transform the Mideast, but all that fighting is keeping that from happening. If they ever started to work in coopera…

>Well, there's a lot of history in that relationship.

The Israel branch basically saved Intel when NetBurst failed completely - at the time Intel was behind as much as today.

Re: Intel to Acquire Tower Semiconductor for $5.4B

#84

Earlier quoted context omitted.

Water is crucially important to fabs, true. But get real, water is important for everything in Israel, and why it had strategic value to warrant annexing it after the whole--the whole war that happened, the casus bellum of which cannot be done justice in short comments like this.

The parent said Israel took over Golan Heights for its water, not "...for its water for fabs ".

Fair. But my argument is with it constituting encroachment, like Syria in no way brought that territorial loss upon itself in any capacity.

My objection was one-sided denigration of Israel when it appears--in the comment I replied to, it was mild and implied--which mitigates things. Can't help notice Anti-Israel speech as gotten to be very common on HN in the last two years. If you want to criticize or even denounce Israel, this forum is for sure an appropriate time and place for that, and it appears nobody will claim anti-Semitism in the 2020's like they would in the past (as far as I can tell, this decade only American Jews are off limits, Israel is fair game).

But historical falsifications are where I draw the line. I claim that is incredibly dangerous, leads people to believe that a group--here, it's Israeli Jews--is morally inferior. Do you know what happened next in the Middle Ages, or the Renaissance, or the Enlightenment, or even in the 19th century, any time the stereotype of moral inferiority took hold?

That is precisely the moment to "speak for the Jews," as the poem put it.

Re: Intel to Acquire Tower Semiconductor for $5.4B

#85
post #5

Earlier quoted context omitted.

Compare the number of players with leading edge fabs then and now though.

Yup, the major change has been the capital to get new fabs off the ground has become unimaginable. TSMC is practically the only game in town for chip manufactures ATM, everyone else that will fab 3rd party designs is way behind. GlobalFoundries state of the art, for example, is a 12nm process. TSMC sits at 5nm, about 4 generations ahead.

Samsung is not that much behind, recent nVidia GPUs and Qualcomm CPUs are manufactured by Samsung (8N and 4nm, whatever those mean anyway). While density and perf/watt is worse than TSMC, it's THE competitor for TSMC.

Re: Intel to Acquire Tower Semiconductor for $5.4B

#86
post #11

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…

Tower is one of the most capable CMOS image sensor fabs. They're generally used by MFT manufacturers for their image sensors.

The other, and the biggest player in this image sensor business is Sony.

This is a completely different lithography and technology when compared to CPUs and GPUs (larger feature sizes, different requirements, etc.).

Intel's transforming itself to be a fab operator it seems.

Re: Intel to Acquire Tower Semiconductor for $5.4B

#87
post #27

Earlier quoted context omitted.

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…

I downvoted you because I do think your comment does add little to the discussion other than "I posted it first!", which isn't all that interesting all things considered. It just seems bitter.

Actually I made that mistake I sometimes make.. Because of high empathy, I will take on someone else's perspective and agree with them because I can feel how they see it like they do... Even when it's not actually like that for me.

Yesterday I wasn't bitter at all...I think I just 'admitted to it' because I didn't want to disagree. I wanted to try to find like a common ground and because of my empathy with you, I could really feel your perspective. But actually I wasn't bitter, I was just curious that this one got up and mine didn't and I was also competitive like, "you know, I win anyway cuz I scooped you. Okay you got the votes but I scooped you, so I win" That's honestly how I felt about it. So for me, it wasn't bitter at all, just curious and competitive. I do get if you feel that way about it, and I get if you felt there was bitterness there or you just thought that's how you would feel in that situation, but I think you were just finding there what you bring to it. So thank you for sharing but that was just you projecting your feeling onto mine, and then me taking that on, as a mistake. :)

In future I hope I can say these type of things more concisely. I feel it's annoying when people misrepresent me, and then I take longer to represent myself clearly, than they took to misrepresent me. I would love to make a shorter reply than the original misrepresentation! That's a goal I have, it's a definite opportunity for improvement for me.

Anyway I'm sorry to me for just agreeing yesterday without really thinking through and being authentic to me...even though I kind of I felt what I was saying was wrong for me at the time, but I just decided to find a way to agree, that was a mistake. It's a mistake I've made sometimes, because of high empathy and not always happy to disagree. I'm sorry to everyone else here is sort of you know reading all this stuff but it's important enough both to say so people know me authentically here but also is a lesson for me that I want to post this. Thanks!

Re: Intel to Acquire Tower Semiconductor for $5.4B

#88

Earlier quoted context omitted.

It's somewhat complementary to their Israeli fab business. They may also think having a multibillion dollar fab investment next to the Golan Heights is safer than having one next to the Gaza strip. ¯\_(ツ)_/¯

There's a lot more water in the Golan Heights, which is really why Israel decided to take it over in the first place.

More accurately, it meant 'Syria wouldn't be able to deprive Israel of its single biggest water source'.

https://en.wikipedia.org/wiki/Headwater_Diversion_Plan_(Jord...

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