My hope for China reaching parity on node size or at least get close to it grows each day.
Broadcom, TSMC eye possible Intel deals to split storied chipmaker
21–30 of 67 posts
Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker
#22Revenge of the MBAs.
Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker
#23My hope for China reaching parity on node size or at least get close to it grows each day.
Why are you hopeful of that?
Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker
#24Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker
#25Right 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 co…
https://youtu.be/L1EFKZs3Bvk?si=dundU4QVL_U0F0z7 (NSFW probably)
Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker
#26Tsmc 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.
Historically, Broadcom has done even better than TSMC for its shareholders.
5 year annual return is 56% for Broadcom and 33% for TSMC
10 year annual return is 40% to 27%
15 year annual return is 41% to 26%
Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker
#27Broadcom 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.
You lack imagination. Broadcom brings a whole slew of problems you may not have thought possible. We couldn't bet them to actually give us a quote to purchase VMware licenses for a new cluster (to replace the current one, as we're a current customer) for the first five months of 2024. Multiple month long freezes in sales while they restructured pricing, multiple times.
Their goal isn't necessarily to run a business that's profitable long term, it may be to segment it out and squeeze various segments to wring the last bits of juice out of them until leaving a dried husk while providing middling quality to the most lucrative segments to string them along.
You don't want to be in the segment destined to be juiced.
Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker
#28God please no, we need competition. Whoever fired Pat Gelsinger should be fried.
Whoever hired Pat Gelsinger should be fired … from a cannon.
Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker
#29God please no, we need competition. Whoever fired Pat Gelsinger should be fried.
Whoever hired Pat Gelsinger should be fired … from a cannon.
Intel started having issues before pat. Now, I sold my amd shares a few years ago and stopped following the semi sector, but as long as I have memory Intel was starting to show cracks after a few ryzen iteration(s). I mean, they were still faring well, but it was clear - at least to me - they were stuck with less competitive products
Re: Broadcom, TSMC eye possible Intel deals to split storied chipmaker
#30What 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.
Sir there are children frequenting this site.