Breaking News
Blog

Intel Nears Foundry Inflection Point

From Achronix to Altera to...?
NO RATINGS
< Previous Page 2 / 2
View Comments: Newest First | Oldest First | Threaded View
<<   <   Page 2 / 2
rick merritt
User Rank
Author
Re: Intel foundry
rick merritt   11/23/2013 9:03:52 AM
NO RATINGS
@sp-1: You raise a god question: Is the Infienon baseband biz at a foundry for legacy reasons, or does Intel have issues making cellular RF chips? They do make their own WiFi RF I believe.

chipmonk0
User Rank
CEO
Re: Would Intel need to pick a lane?
chipmonk0   11/23/2013 8:21:53 AM
NO RATINGS
When it comes to design, Intel appears to be definitely stuck in the SLOW lane. That is why Dadi had to GO. But elevating someone INSIDE who is too process oriented when they needed a breath of fresh air in Design is a prescription for disaster. Almost as bad as the prematurely retired last CEO who was not even an Engineer and totally missed the Mobile boat.

resistion
User Rank
CEO
Re: Would Intel need to pick a lane?
resistion   11/22/2013 8:00:08 PM
With Dadi dismissed, new internal chip design doesnt seem favored. On the other hand, possibly, customers would be scared to use Intel as foundry, in case Intel suddenly decides to exit foundry business and become direct competitor.

junko.yoshida
User Rank
Blogger
Would Intel need to pick a lane?
junko.yoshida   11/22/2013 7:51:24 PM
NO RATINGS
Rick, you wrote:

There's a crossroads ahead for Intel. Krzanich clearly wants the company to find a killer smartphone/tablet design it can make at a cost advantage at 14 and 10nm. If it cannot create such a killer design he may have to figure out whether he can pivot to becoming a killer foundry for an Apple or Qualcomm.

As much as I would hate to say this, I think Intel needs to pick a lane. Will it become a killer smarphone/tablet vendor leveraging its own fab capability, or it will become a killer foundry for others.

Isn't this exactly the same road travelled by some of the Japanese semiconductor companies?

krisi
User Rank
CEO
Re: Intel foundry
krisi   11/22/2013 7:12:28 PM
NO RATINGS
"We believe Intel can return to growth in 2H14/15 as the PC market stabilizes and share gains emerge in tablets, phones, foundry etc.," - I highly doubt it, typical analysts talk...why would their market share increase in phones or tablets??? examples pls...Kris

sp-1
User Rank
Rookie
Intel foundry
sp-1   11/22/2013 4:20:02 PM
NO RATINGS
  Intel announced their high volumn mobile SoFIA chips are mask fabricated at external foundry and do not use intel internal manufacturing for at least next 2 years (2014-15).  

ALL of Intel's  production for standalone modem chips today is outside Intel.


Conclusing being Intel still does not have the right silicon technology for mobile computing which is why X86 less than 0.1% of smartphone market

<<   <   Page 2 / 2
Top Comments of the Week
August Cartoon Caption Winner!
August Cartoon Caption Winner!
"All the King's horses and all the KIng's men gave up on Humpty, so they handed the problem off to Engineering."
5 comments
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Times on Twitter
EE Times Twitter Feed
Radio
LATEST ARCHIVED BROADCAST
David Patterson, known for his pioneering research that led to RAID, clusters and more, is part of a team at UC Berkeley that recently made its RISC-V processor architecture an open source hardware offering. We talk with Patterson and one of his colleagues behind the effort about the opportunities they see, what new kinds of designs they hope to enable and what it means for today’s commercial processor giants such as Intel, ARM and Imagination Technologies.
Flash Poll