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by airesQ 2419 days ago
The new entrants would be on the design side. If Intel no longer holds the keys to best fab-tech in the world then all bets are off.

(I'm assuming that Intel doesn't allow competitors to use their fabs; and that Intel does indeed have the best fab-tech at the moment; maybe I'm wrong.)

1 comments

Even a fabless semiconductor company (e.g. nVidia, Apple, heck, AMD) needs to spend hundreds of millions to tape out a leading-edge IC. It's a capital-intensive business, and would present quite a risky bet for any upstart competitors. Also, patents.

https://semiengineering.com/big-trouble-at-3nm/