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Someone did remind us that TSMC relies on dutch machines for wafer productions. It's not china-skills-black-hole as one could think (I used to)
TSMC makes wafers themselves, Dutch ASML is in scanner business, not wafer making machines.
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> How is the hyper-competitive, low-margin, commodity NAND business core to what Intel does or aspires to do? Because that "commodity" gives a company a steady revenue stream. The less diversification a business has, the more vulnerable it is in case of issues (e.g. the fiasco that is the new fab process sizes), market demand shifts or other external events (wars, tariff / trade wars, pandemics, economic crises). Int…
Going all in on your core business is risky, but I wouldn't call it short sighted. It seems more like being committed to you technical decisions, and deciding "If we can't make it here, whats the sense in even staying around".
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Apple does research, design and software but all the manufacturing and assembly is done in China by Chinese companies. Mostly Samsung and Foxconn. Nvidia is the same but the chips are fabbed by TSMC (Taiwan Semiconductor).
Someone did remind us that TSMC relies on dutch machines for wafer productions. It's not china-skills-black-hole as one could think (I used to)
Earlier quoted context omitted.
Apple does research, design and software but all the manufacturing and assembly is done in China by Chinese companies. Mostly Samsung and Foxconn. Nvidia is the same but the chips are fabbed by TSMC (Taiwan Semiconductor).
Someone did remind us that TSMC relies on dutch machines for wafer productions. It's not china-skills-black-hole as one could think (I used to)
TSMC, Samsugn, Intel are all relying on ASML.
Earlier quoted context omitted.
TSMC makes wafers themselves, Dutch ASML is in scanner business, not wafer making machines.
I thought asml was manufacturers of EUV machines..
Actually making the wafer into proper chips is multi-multi-step proces ( like 50 - 100 steps ).
Earlier quoted context omitted.
> "Intel is pretty much dead as is US tech innovation on this scale" The US still has Apple, Nvidia, Tesla, etc. All doing world-leading stuff. I would say US tech is far from dead.
Apple does research, design and software but all the manufacturing and assembly is done in China by Chinese companies. Mostly Samsung and Foxconn. Nvidia is the same but the chips are fabbed by TSMC (Taiwan Semiconductor).
Chinese tech exports have been typically low value added assembly jobs. They import components from Taiwan, South Korea, Japan, EU and the US and assemble them together at the PCB level and up. Few years ago, only 4$ per iPhone was left in China when you subtracted the value of imported parts from the exported value.
Chinese are climbing the value chain and sanctions force them to climb them faster.
"For Intel, this transaction will allow us to further prioritize our investments in differentiated technology where we can play a bigger role in the success of our customers and deliver attractive returns to our stockholders."
[1] https://newsroom.intel.com/news-releases/nand-memory-news/
The "intel view" of this announcement can be found on their newsroom [1], its justification for this sale is basically this PR spin its CEO: "For Intel, this transaction will allow us to further prioritize our investments in differentiated technology where we can play a bigger role in the success of our customers and deliver attractive returns to our stockholders." [1] https://newsroom.intel.com/news-releases/nand-me…