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Broadcom, TSMC eye possible Intel deals to split storied chipmaker

reuters.com

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Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker

#11

Post by jabart »

ThinkBeat wrote: post #9

Why would TSMC want to buy factories from Intel? Intels plants are far from start of the art. Given their inability to compete and catch up with TSMC

I'm assuming TSMC has new and old lines. A 555 chip isn't done on the same line as an AMD Zen 5 chip. Permits, buildout, infrastructure, suppliers, you already get a big warehouse that makes chips and you can bring in your own people to optimize it on day one not year 4.

Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker

#12

Post by FeistySkink »

m4rtink wrote: post #8

Broadcom getting involved with VMware did wonders for all VMware customers - I'm sure all current users of Intel products and services are also delighted in a similar manner! ;-)

I'm sure Intel's open source contributions will quadruple, seeing how BCM is such an avant-garde.

Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker

#13

Post by nsteel »

m4r1k wrote: post #4

Tsmc might be good for the fab business. Broadcom very very bad for everything else. Broadcom historically doesn’t acquire, it kills.

Fab-wise, presumably they'll just gobble up the sites and equipment. Maybe some of the next-gen tech is interesting. But then we'll be left with less competition in the fab industry. This is very unlikely to be good news for anyone other than TSMC shareholders.

Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker

#14

Post by Blackthorn »

m4rtink wrote: post #8

Broadcom getting involved with VMware did wonders for all VMware customers - I'm sure all current users of Intel products and services are also delighted in a similar manner! ;-)

Unfortunately, it could only be an improvement after the 13th generation problems. I strongly believe that Intel owes me $150 after releasing a firmware update that turned my processor into one that cost $150 less.

Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker

#15

Post by thedougd »

What a nightmare. Imagine Broadcom merging with IBM. They'd have the legacy IT market cornered whether virtualized x86 or mainframe, customers be damned. Perhaps they already do. Mainframe users often rely on CA Tech's software, which Broadcom bought years ago.

Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker

#16

Post by hassleblad23 »

FeistySkink wrote: post #12
m4rtink wrote: post #8

Broadcom getting involved with VMware did wonders for all VMware customers - I'm sure all current users of Intel products and services are also delighted in a similar manner! ;-)

I'm sure Intel's open source contributions will quadruple, seeing how BCM is such an avant-garde.

Curious. What are some examples of BCM being avant-garde?

Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker

#17

Post by zeusk »

hassleblad23 wrote: post #16
FeistySkink wrote: post #12

Earlier quoted context omitted.

I'm sure Intel's open source contributions will quadruple, seeing how BCM is such an avant-garde.

Curious. What are some examples of BCM being avant-garde?

He’s being sarcastic

Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker

#18

Post by kyrra »

ThinkBeat wrote: post #9

Why would TSMC want to buy factories from Intel? Intels plants are far from start of the art. Given their inability to compete and catch up with TSMC

Lots of people still use older processor nodes. For example Groq[1] uses 14nm chips for their inference chips. Older fab tech is cheaper to use (less demand and higher yields). Most chips made are on older processes, it's only the bleeding-edge CPU/GPU chips that use bleeding-edge fab tech.

[1] https://groq.com/wp-content/uploads/2024/08/GroqChip%E2%84%A...

Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker

#19

Post by lenerdenator »

Right now, I'm imagining AMD as Danny DeVito's character, Frank Reynolds, in that episode of Always Sunny where the gang wrestles for the troops. He's the Trashman, which is an awful wrestling persona, but at the end of the match, everyone else is seriously injured on the floor of the ring. With a bewildered look on his face, he slowly raised his arms, and the crowd went wild.

Sometimes you just gotta stick to the core competencies and stick to them well.

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