They should actually switch to being a contract manufacturer and invest deeply into American foundries. Take on TSMC

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Jul 24, 2020
11:07:02am

YIsForBrigham Poo Poo

They should actually switch to being a contract manufacturer and invest deeply into American foundries. Take on TSMC

with the model TSMC has used to disrupt them.

This message has been modified

Originally posted on Jul 24, 2020 at 11:07:02am

Message modified by YIsForBrigham on Jul 24, 2020 at 11:07:48am

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YIsForBrigham

Previous username: TrueAndBlue
Bio page: YIsForBrigham
Joined: Aug 9, 2012
Last login: Apr 27, 2024
Total posts: 65,363 (17,746 FO)

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Messages

Author

Time

Andy Grove just rolled over in his grave...

7/24/20 9:32am

<< Deleted >>

Abe Froman

7/24/20 9:35am

Intel just threw in the towel on chip technology leadership. Stock down 18%

7/24/20 9:38am

It's a good day to be in AMD, up 15% today.

RC Vikings

7/24/20 9:46am

Yep. Bought the spike to 60, figured I'd hold til earnings (Tuesday). Paying off

Harbinger

7/24/20 9:52am

I bought first part of June and was down for about a month but it's paying

RC Vikings

7/24/20 9:57am

Very nice!

Harbinger

7/24/20 10:10am

Apple switching to ARM was a bad omen for Intel

7/24/20 9:57am

That's not even a factor in the current decision

AZ Coug

7/24/20 5:42pm

I didn't say it was a factor in Intel's decision

7/24/20 9:02pm

Apple is what, 3-4% of Intel's revenue?

AZ Coug

7/25/20 9:12pm

What would you do if you were them? Their stubborn refusal to give up

Genghis Spreads

7/24/20 10:34am

Figure out a way to develop or buy a technology lead.

7/24/20 10:39am

They are on 7nm and TSMC is working on 2nm. Is either TSMC or Samsung for sale?

Genghis Spreads

7/24/20 10:57am

The catchup game isn't working. Need to work on next gen, leap frog them.

7/24/20 10:59am

Maybe they can link up with Stanford or MIT. TSMC already has a partnership with

Genghis Spreads

7/24/20 11:16am

This article shows how Intel has had trouble getting past 14nm. You really need

Genghis Spreads

7/25/20 11:02am

Btw- it’s not insignificant that what Intel calls 14nm is roughly the equivalent of what TSMC calls 10nm, Intel’s

cheezedawg

7/25/20 11:14am

Try harder, hire the best person for the job.

Harbinger

7/24/20 10:41am

They should actually switch to being a contract manufacturer and invest deeply into American foundries. Take on TSMC

7/24/20 11:07am

and give up design?

Genghis Spreads

7/24/20 11:19am

Yes. I think so. I think the market has already spoken. Fabless design firms are the way of the world now.

7/24/20 12:47pm

The US strategically cant afford to not have a cutting edge foundry business.

7/24/20 1:28pm

Right. We must bring this home and it should be a key focus for the federal government in our escalating decoupling from

7/24/20 1:32pm

China does not know how to make chips.

Genghis Spreads

7/24/20 1:47pm

Taiwan does. China considers this country to be a rogue providence.

7/24/20 1:57pm

According to them they do - Taiwan does and that’s China. And if SMIC somehow does catchup

7/24/20 2:01pm

TSMC will start making them in Arizona for our F-35s.

Genghis Spreads

7/24/20 2:29pm

This is a step in the right direction.

7/24/20 2:40pm

Yep. This is a good move by trump and his administration. It’s a good start.

7/24/20 2:48pm

Holy smokes...

Genghis Spreads

7/27/20 8:11pm

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