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Intel Foundry demonstrates first Arm-based chip on 18a node

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Re: Intel Foundry demonstrates first Arm-based chip on 18a node

#31

Post by Neywiny »

testdelacc1 wrote: post #8

Assuming they’re telling the truth, they’ve successfully built one chip from that fab. That’s good, but it doesn’t mean the fab is capable of manufacturing at scale while turning a profit. They need an external customer for the fab so they can iterate and work out the issues. It’s anyone’s guess if someone trusts intel to manufacture on their behalf instead of sticking with an established player. They’re stuck in a c…

I think that's the industry's viewpoint as well. Intel's fabs' biggest customer was Intel. They're not doing well, so they're not fabbing as much especially at the leading edge. It'll death spiral.

Re: Intel Foundry demonstrates first Arm-based chip on 18a node

#33

Post by nxobject »

YetAnotherNick wrote: post #25
baq wrote: post #12

Earlier quoted context omitted.

That's too pessimistic. In general, customers don't want to be dealing with a monopolist and foundry customers are no different. It's in everyone's interest to solve the unproven process problem, so if Intel has evidence that the process isn't bust, customers will find a product which can be used as a pipe cleaner for mutual benefit.

Specially companies like Nvidia for which the gross profit margin is so high their risk of losing TSMC is higher than risk of losing money.

Apple is similarly paranoid about single-sourcing -- off the top of my head I'm not sure whether their top-end M-class chips are currently fabbed by both TSMC and Samsung, or just TSMC>

Re: Intel Foundry demonstrates first Arm-based chip on 18a node

#36

Post by eptcyka »

nxobject wrote: post #33
YetAnotherNick wrote: post #25

Earlier quoted context omitted.

Specially companies like Nvidia for which the gross profit margin is so high their risk of losing TSMC is higher than risk of losing money.

Apple is similarly paranoid about single-sourcing -- off the top of my head I'm not sure whether their top-end M-class chips are currently fabbed by both TSMC and Samsung, or just TSMC>

They always are the first ones to use the most advanced node by TSMC, the designs probably are only compatible with that particular process. Have not heard of apple using samsung for SoCs.

Re: Intel Foundry demonstrates first Arm-based chip on 18a node

#38

Post by silvestrov »

testdelacc1 wrote: post #8

Assuming they’re telling the truth, they’ve successfully built one chip from that fab. That’s good, but it doesn’t mean the fab is capable of manufacturing at scale while turning a profit. They need an external customer for the fab so they can iterate and work out the issues. It’s anyone’s guess if someone trusts intel to manufacture on their behalf instead of sticking with an established player. They’re stuck in a c…

Isn't the traditional solution to offer a really big rebate to the first customer?

Like 75% off for the first run of chips?

Re: Intel Foundry demonstrates first Arm-based chip on 18a node

#39

Post by selectodude »

eptcyka wrote: post #36
nxobject wrote: post #33

Earlier quoted context omitted.

Apple is similarly paranoid about single-sourcing -- off the top of my head I'm not sure whether their top-end M-class chips are currently fabbed by both TSMC and Samsung, or just TSMC>

They always are the first ones to use the most advanced node by TSMC, the designs probably are only compatible with that particular process. Have not heard of apple using samsung for SoCs.

Apple used Samsung through the A7. Moved to TSMC for the A8.

Re: Intel Foundry demonstrates first Arm-based chip on 18a node

#40

Post by magicalhippo »

sylware wrote: post #21

It should be RISC-V... who is in charge at Intel?? Is this related to the rumors of softbank (ARM) money injection in Intel?

From the article:

Why is Intel manufacturing an Arm SoC as a reference platform? Probably because it's trying to attract external customers, and there's a whole lot more companies building Arm SoCs than there are firms pitching x86-64 processors.

They're not trying to build the next best thing. They're trying to attract customers.

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