Just THINK how many companies will use Intel as they move to 22 and then 14nm. Analysts and desperate broke losers are trying to steal your shares - they want in and were hopping mad jealous that they missed the run to 29.
Intel may be Cisco's foundry
Friday 21 September 2012 01:00
Intel is talking to Cisco about becoming its foundry, says investment bank Piper Jaffray.
According to the bankers, the deal could be worth $1bn a year to Intel.
Cisco would be Intel's fourth announced foundry partner but by far the biggest. The other three announced partners, and there are said to be other unannounced partners, are Achronix, Tabula and Netronome.
Netronome is a network processor company from Santa Clara, California Intel's home town, with whom Intel has been working for five years on development but onlt signed up for foundry services earlier this year. Under the agreement, Netronome also gets to use Intel's own EDA tools.
Achronix and Tabula are FPGA companies. Achronix was the first, signing up for Intel foundry in 2010. ementation at the next node. And it would seem that the step up to high-performance Intel silicon could make sense for a networking equipment and chip company that is likely to bring all its own intellectual property and IP cores to the design process.
And who was it that mentioned the possibility of a billion-dollar Intel foundry deal to the assembled executives at the IEF? It was non-other than John Lofton Holt, chairman and founder of Intel foundry user Achronix.
In the dim and distant past (2004) Cisco used IBM as a foundry supplier of its chips. But a billion dollars does make you stop and think. Even though it may be spread over several years a billion dollars is a significant amount of other foundries' lunch that Intel would be eating.