Mon, Jul 28, 2014, 11:35 AM EDT - U.S. Markets close in 4 hrs 25 mins

Recent

% | $
Click the to save as a favorite.

Intel Corporation Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • intel_fanboy intel_fanboy May 11, 2012 11:22 AM Flag

    TSMC sales hit all-time high in April

    The fabless model is the high tech version of the public swimming pool. If you are simply after a splash in the pool, it's great. If you are an Olympic swimmer that needs it empty for your practice, not so good.

    For the smaller player who wouldn't be able to afford this type of custom manufacturing on their own it's a good deal. But for those who are looking for high volumes of the latest node they are disappointed.

    I believe that Qualcom and Apple would be best served if they chipped in on a foundry of their own. They could afford to drive the kind of volume they need and they can pick and they could sell off excess capacity. They could pick and choose who to do business with and what they would be able to buy.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • "The fabless model is the high tech version of the public swimming pool. If you are simply after a splash in the pool, it's great. If you are an Olympic swimmer that needs it empty for your practice, not so good. "

      nonsense...

      "For the smaller player who wouldn't be able to afford this type of custom manufacturing on their own it's a good deal. "

      What small players does TSMC take on ??
      Small players couldn't afford it....

      "I believe that Qualcom and Apple would be best served if they chipped in on a foundry of their own. They could afford to drive the kind of volume they need and they can pick and they could sell off excess capacity. They could pick and choose who to do business with and what they would be able to buy. "

      that easy huh...
      how much chip volume do you think Apple has ??
      do you think they make $$ on their chips ??
      or do you think they make their money on full systems (ipad, iphone) along with their hefty royalty for all app sales...

      most likely is that Apple buys an assembly line at a foundry...
      and the excess capacity is just capacity their competitors don't get...

      • 2 Replies to getanid61
      • most likely is that Apple buys an assembly line at a foundry...
        and the excess capacity is just capacity their competitors don't get...

        so Apple becomes an IDM...
        why compete with Intel at that level?
        There are significant problems related to lithography for a foundry process compared to an IDM process.
        TSMC is already trying to move towards IDM by offering a only a one size fits all - NO choice.
        That commodization ...
        the foundry model one used to know is dead - but this does not sink in Nenni's brain.

      • that easy huh...
        how much chip volume do you think Apple has ??
        do you think they make $$ on their chips ??

        No, never that easy. It would take tens of billions of dollars and years to set up. But it would ensure that they get state of the art manufacturing without subsidizing the education of how to perfect yields for their competitors. Currently, to some extent Apple is turning over their secret sauce formula to Samsung. You don't believe that they are having a little look?

 
INTC
34.12-0.130(-0.38%)11:35 AMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.