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by coliveira
1801 days ago
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You're correct. They received a ton of money from government [0], and that money will be used for consolidation, not to improve competitiveness. Intel is buying a bunch of outdated fabs to increase its pricing power on older technology. [0] https://www.semiconductors.org/chips/ |
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1) No money has been received. USICA ($52b number) has not even been passed through congress yet.
2) 12nm is hardly “outdated”, not every use case requires the most cutting edge node. There is plenty of value to be had at that process size.
3) There is more to running a foundry than process size, and Intel is likely interested as much/more in the customer relationship parts, as elaborated extensively in other threads