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by Guthur
1884 days ago
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But it makes little sense, Intel fabs were not even in competition with TSMC and GloFo, they don't sell their fab capacity. Apple/Nvidia/AMD/etc buy fab capacity, they understand the differences on a node per node across the various providers. They then manufacture a semi conductor product that has many other factors beyond the process node which others buy, such as consumers/data centers/car manufacturer/etc. Knowing the processing node makes little sense in the buying decision of the latter. The lines for evaluating the end product are even more blurry once we get into chiplet or big.LITTLE design, both of which mix processing nodes to a lesser or greater degree respectively. Once we actually get to products the overall package needs to be evaluated not the processing node. |
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There is a "fabless" division of Intel that uses their fab to do designs for third parties. You won't hear much about it because a) it's for relatively niche stuff and b) it's historically very uncompetitive in terms of IP offering and schedules. So nobody uses it. Every so often they try and re-invent it, a few years backs they were pitching the Altera aquistion as a benefit but so far it's remained uninteresting. Being able to offer capacity might change things for some prospective customers.