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Intel Corporation Message Board

  • semi_equip_junkie semi_equip_junkie Apr 19, 2013 12:05 AM Flag

    TSMC/ALTR

    In the most recent quarterly report one of TSMC highlights (out of 5 or 6) was that TSMC and ALTR will continue their longterm relationship....Of course no mention of losing its high margin FPGA business to Intel - I thought it was refreshing that one analyst called the ALTR deal a feather in PO hat.
    Just to clarify though TSMC has Apple 20nm business it does not mean anything beyond 20nm - I think an ALTR scenario (stick with TSMC @ 20nm and than make the move to Intel @TriGate/FF) is not unlikely.

 
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