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by 0x0203
105 days ago
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I suspect that timing might help Intel here, with so much of the better established foundries near fully allocated for the next two years, it may be more a question of availability than brand name risk. And for whatever problems Intel has, it's pretty unlikely they'd go completely under and disolve in less than a year. Good non completion clauses in the contracts can mitigate a good chunk of the remaining risk. Not to mention potential customers who would prefer a US based foundry regardless. My guess is that there's a pretty large part of the market that would be perfectly fine with using Intel. |
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