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Broadcom, TSMC eye possible Intel deals to split storied chipmaker

reuters.com

41–50 of 67 posts

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

#41

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

because Trump said TSMC is stealing US chip biz, and threaten 100% tariff [1]. I think this is TSMC's attempt to avoid tariff

[1]https://www.pcmag.com/news/trump-intel-was-great-until-taiwa...

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

#42

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 co…

> Sometimes you just gotta stick to the core competencies and stick to them well. Part of me thinks this is what Radio Shack could've made work. They almost made it to the point in time where hobbyist electronics / maker culture was popular again, but by that time they were just the place people used to buy cell phones from.

Radio Shack got bad. Even when they still had components, it's hard to justify driving to the store to spend $30 for an aux cord when Amazon will have it here tomorrow for $10.

Notably, the whole sector seems to have collapsed in favor of online shops like Sparkfun and Adafruit. Most small cities used to have a shop where you could go pick through trays of random electronic components. Now, I don't even know where you'd go to do that in major cosmopolitan centers that certainly have the populations to support it. It's just too easy to make a shopping list of components at your desk and hit buy.

Unfortunately, I suspect there are also lots of projects that are on hold while that one component you just realized you needed makes its way through the mail.

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

#43

God please no, we need competition. Whoever fired Pat Gelsinger should be fried.

This is the guy who fired Pat Gelsinger:

> Yeary has been telling individuals close to him that he is most focused on maximizing value for Intel shareholders, the report added.

RIP Intel.

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

#44
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.

Intel has "software defined, license activated" features baked in the silicon now. It's a wet dream for Broadcom.

> You need AVX only? It's only bundled with all AVX flavors and vector operations add-on pack, just for $500/socket/year* (*:for processors up to 10 cores. For higher core counts and SMT enabled options please reach out to your nearest Broadcom sales representative).

ref: Intel on Demand (https://www.intel.com/content/www/us/en/products/docs/ondema...)

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

#45

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

Intel has a couple of euv machines that tsmc could use and they could take Intel's current nodes and sell them as US made chips without threatening their own top nodes.

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

#47
post #28

Earlier quoted context omitted.

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

[dead]

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

#49
post #43

God please no, we need competition. Whoever fired Pat Gelsinger should be fried.

This is the guy who fired Pat Gelsinger: > Yeary has been telling individuals close to him that he is most focused on maximizing value for Intel shareholders, the report added. RIP Intel.

holy shit. it really is the end, isn't it? cut the company into pieces and sell to the highest bidder. three letter agencies would be interested... a couple months ago.

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

#50
post #34

Earlier quoted context omitted.

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

They missed two epochal changes in the semiconductor industry - mobile and AI/GPU. They don't have a contract foundry business that could compete with TSMC. They appear to be failing with the thing the originally should have been capable of, their next gen chips. When they missed out on mobile it appeared to be a big blunder, especially when one considers the long term impact of electricity usage in datacenters. When…

AMD was at a very similar spot a decade ago. It took time, pain and faith, but they turned it around. Intel could very well do the same, but its Lisa Su has just got fired a few months before the plan started sprouting.
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