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Intel Corporation Message Board

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  • khitchdee khitchdee Sep 30, 2012 1:00 AM Flag

    Intel gonna have HUGE Foundry business AND It's normal business over time

    I think what you're missing here is the huge driving force behind GloFo which is the fabless customers clamoring to be competitive with Intel on process. As TSMC's chief said, the reason they are behind Intel on process is not technical but financial. In light of this, this force takes on added momentum. Going to 14nm in two years is very much achievable if you have the right amount of resources behind it (Moore's law is more of a guideline). There's no magic to fabrication as Intel would like you to believe. If there was, why are they so behind on architecture? Couldn't they use their super-intelligent engineers and their famed engineering process to good effect there?

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    • "I think what you're missing here is the huge driving force behind GloFo which is the fabless customers clamoring to be competitive with Intel on process."

      [What you are missing is any connection to the planet Earth. Key word here is "fabless". It means the customers don't pay for supporting the fab. They may want to be competitive with Intel but they aren't putting up the money. No money, no state-of-the-art technology, The fabless model is broken. It's why ARM fabrication is coasting to a stop...]

      "As TSMC's chief said, the reason they are behind Intel on process is not technical but financial. In light of this, this force takes on added momentum."

      [He said they don't have the money. What part of that can't you comprehend?]

      "Going to 14nm in two years is very much achievable if you have the right amount of resources behind it (Moore's law is more of a guideline)."

      [LOL. Intel had time, money and technology. And it still took them ten years. ARM doesn't have money or technology. And you think they'll do it in two years. You're not a smart man....]

      "There's no magic to fabrication as Intel would like you to believe."

      [LOL again. Then why has it taken TSMC so long to ramp 28nm. Why did they have yield problems with 32 and 40nm?]

      "If there was, why are they so behind on architecture? Couldn't they use their super-intelligent engineers and their famed engineering process to good effect there?"

      [Your ignorance of architecture vs. fabrication is simply astounding....]

      Sentiment: Strong Buy

 
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