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Intel as foundry: Don't hold your breath

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chipmonk0
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re: Intel as foundry: Don't hold your breath
chipmonk0   5/3/2012 8:06:28 PM
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If you really think about it, why would Intel bother with Foundry business which has a relatively modest profit margin that would not support Intel's independent R&D effort and would actually be a "self-goal" that would reduce it to the level of IDMs who could not keep up. So INTC is not just going after the Foundries who build the SoCs for Smartphones but the Fabless chip design companies right here in the US who have been maintaining a 30 % + profit margin. This requires convincing the system builders to switch from ARM to X86 once Windows 8 comes out ( revive the old Wintel duopoly of PC days ? in this case Android would be like CP-M and xxx like Zilog Z80 that used to dominate before 8086 ).

rick merritt
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re: Intel as foundry: Don't hold your breath
rick merritt   5/2/2012 8:49:34 PM
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Yeah, it was supposed to be a big deal to design with Atom cores on TSMC processes. I guess even Qualcomm when hard pressed for 28nm capacity for Snapdragon would still rather help others bring up 28nm processors than switch to Atom-based designs.

mcgrathdylan
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re: Intel as foundry: Don't hold your breath
mcgrathdylan   5/2/2012 6:39:28 PM
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Last I heard (which was quite a while ago, so perhaps things have changed), not a single customer had used the Atom libraries ported to TSMC.

mcgrathdylan
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re: Intel as foundry: Don't hold your breath
mcgrathdylan   5/2/2012 6:37:57 PM
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@plk- yes, that was what I was thinking. Is that a possibility?

resistion
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re: Intel as foundry: Don't hold your breath
resistion   5/2/2012 11:08:14 AM
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So I was surprised no one flocked to tsmc when it volunteered to support atom on mature process.

Gaurav Jalan
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re: Intel as foundry: Don't hold your breath
Gaurav Jalan   5/2/2012 7:56:40 AM
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I agree with what Dylan mentions. Foundry gives Intel the edge towards pushing Atom. Consumer demand is there and if ARM based devices cannot feed in to this demand due to lack of foundry support then Intel gets what it wants.

resistion
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re: Intel as foundry: Don't hold your breath
resistion   5/2/2012 5:18:58 AM
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I remember some years ago, Intel ported some Atom-related libraries to TSMC. What is the status of the transfered information? Is it practically useless? It reminds me having Intel as a foundry may make it harder to switch other foundries, due to more restricted control on the libraries from Intel, being derived essentially from Intel's competitive process technology. I am sure most foundry customers still want this freedom.

pkandel
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re: Intel as foundry: Don't hold your breath
pkandel   5/1/2012 10:15:30 PM
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Dylan, what do you mean? Intel already manufactures Atom processors. Do you mean licensing out x86, perhaps along with core designs, on the condition that customers fab with Intel?

mcgrathdylan
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re: Intel as foundry: Don't hold your breath
mcgrathdylan   5/1/2012 6:51:29 PM
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Is there room for Intel to use its foundry muscle as a strategic initiative to push Atom? In other words, what if Intel said: Use Atom for your applications processors and we will build your chips for you (for a small fee, of course)?

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