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Intel Corporation Message Board

  • wallisweaver wallisweaver Mar 4, 2013 12:39 PM Flag

    Subject: News & Rumors on Intel, Cisco

    ITEM 3: Here's the latest news & rumors I've heard about EDA and fabs since
    my prior post. Feel free to comment/correct/scold anything you see here!

    ---- ---- ---- ---- ---- ---- ----

    - Big Silicon let out a collective panicky industrywide "GASP!" four
    days ago when Intel said it's making 14 nm FinFET chips for Altera.
    This means that TSMC, GlobalFoundries, Samsung, and UMC will now be
    facing an Intel offering working 14 nm that's 24 to 48 months ahead
    of them -- and it's cherry picking the lucrative fab deals. OUCH!!!

    "This is very bad news for the big commercial fabs. FPGAs
    are the high volume, high margin cash cow designs that keep
    the line full and steady money coming in. For example, Apple
    does this for Samsung. This new Altera 14 nm deal is the
    Intel foundry scooping up the gravy dollars away from TSMC."

    - Gary Smith of GSEDA (02/27/13)

    Intel already fabs 22 nm for FPGA startups, Achronix and Tablua, plus
    network uP house Netronome. This is Intel's first 14 nm fab deal.
    Predictions are samples by 4Q13 and Intel will get 40% to 60% margins.
    In exchange, with blazing 14 nm silicon, Altera will get to leapfrog
    evil arch rival, Xilinx, that'll still be stuck in TSMC 20 nm. OUCH!

    In other bad news for TSMC and Samsung, Bloomberg reports Intel's to
    fab Cisco networking chips; and other sources say Apple's also in fab
    talks with Intel -- to break away from Samsung. (And again, OUCH!)

    From deepchip

    Sentiment: Strong Buy

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • "This is very bad news for the big commercial fabs. FPGAs
      are the high volume, high margin cash cow designs that keep
      the line full and steady money coming in. For example, Apple
      does this for Samsung. This new Altera 14 nm deal is the
      Intel foundry scooping up the gravy dollars away from TSMC."

      - Gary Smith of GSEDA (02/27/13)

      Sentiment: Strong Buy

 
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