Intel Will Drop Out of the Cutting-Edge Chip Race If It Doesn’t See External Customer Interest, Possibly Marking the Fall of a Key Custodian of Moore's Law
Intel Will Drop Out of the Cutting-Edge Chip Race If It Doesn’t See External Customer Interest, Possibly Marking the Fall of a Key Custodian of Moore's Law
Germany and the US are gonna be pretty unhappy if that happens. Both subsidized domestic Intel fabs.
I mean, don't get me wrong, Intel's 13th and 14th gens were a fiasco, and they gotta get serious about putting out reliable product, but those countries are gonna want fabs, and I don't think that they're gonna want to settle for single-sourcing from TMSC.
kagis
Well, it sounds like they already put the Germany plans on hold late last year. I don't know how that works financially between Intel and Germany.
Intel hits pause on chip fabs in Germany and Poland amid financial crisis
Intel has paused plans for new chip factories in Germany and Poland following its disastrous second quarter financial results.
I don't see anything about them terminating the US fab construction, but they're seeing large layoffs:
Intel’s Workforce To Shrink By Nearly A Third By Year’s End
EDIT: Apparently the Germany fab is now cancelled, not just paused.
https://finance.yahoo.com/news/disappointment-germany-intel-pulls-plug-104445292.html
Disappointment in Germany after Intel pulls plug on chip factory
Efforts to boost semiconductor manufacturing in Europe have suffered a major blow after US chipmaker Intel abandoned its plans for a multibillion-euro chip plant in eastern Germany.
"The announcement is not good news for Europe," said Reiner Haseloff, the premier of the state of Saxony-Anhalt, which was due to house Intel's chip factory in Magdeburg.
Intel's decision, announced on Thursday, had been expected, Haseloff said, after months of bad news at the company.
They pushed the Ohio fab back, so not cancelled, but originally when the canceled Germany, Oregon and Israel they claimed they were doing so to focus on Ohio. Then they delayed Ohio. I wouldn’t be surprised if it’s not further delayed or just canceled.
Why in God's name was Germany betting on Intel, currently the Boeing of chip makers?
I know that there is more involved than opinions of fanboys but at this point it's been common knowledge for years that Intel has been making one fuckup after another, suffering from the "we're at the top, now let's just cash in and not give shits" attitude that so many other companies have had.
Afaik they didn't get anything from Germany, because they didn't even start construction. Wonder whther we'll try to persuade GF or Samsung next (or TSMC to invest more).
They need to get rid of this guy.
Not sure Intel will survive the next 5-10 years. But they definitely won't without leadership that pushes for new, aspirational products vs. crouching into a defensive posture.
They desperately need moonshot leaders and stories.
Moore's law has already been dead for YEARS. Silly headline.
I have a feeling Lip-Bu Tan is going to end Intel.
Whatever way you look at it, Intel would need to give customers some incentives to use their foundry services (this is on top of being competitive). They can't expect the same level of return enjoyed by TSMC.
