you shorties will come up with any lame stories won't you? when the current situation is right in front of you! fab is gravy for Intel mo*r*on! You shorts are going to get FRIED!
"Is Altera the first of some 'big name' foundry deals for Intel?"
Yes... at first INtel will choose only non-competitive companies...
INtel can grow its revenues with many a company willing to pay top dollar...
While TSMC will still have lead customers for its yet to be announced 14nm process, the loss of Altera will be significant. Apart from the volume – and hence revenue – implications, fpga manufacture is an important part of the ramping process for new processes. TSMC has experienced well documented problems in manufacturing 28nm chips – even with the help of Altera and Xilinx. The loss of Altera – at least for the 14nm node – won't help the foundry giant.
Respected analyst Gary Smith added: "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. This new Altera 14nm deal is the Intel foundry scooping up the gravy dollars away from TSMC."
The fact that Altera is pushing ahead with process technology is, in itself, no surprise: both Altera and arch rival Xilinx have chased Moore's Law aggressively. What is surprising is that Altera has gone with Intel, having previously been linked inextricably with TSMC.