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Script for the Intel foundry story is unwritten

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PV-Geek
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re: Script for the Intel foundry story is unwritten
PV-Geek   5/5/2012 1:18:53 AM
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Intel would never devote a large part of their capacity to foundry. They could not afford to serve the mass market at low margins and high support burden. They aren't built that way. They use it as a learning tool and marketing ploy and to try and keep some of their own internal groups from going to outside foundries for wafers. It is a gap filler in the fabs as they have excess capacity.

RobDinsmore
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re: Script for the Intel foundry story is unwritten
RobDinsmore   5/2/2012 4:13:39 PM
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With Intel's lead they could make use of capacity at the last node for foundry. If they build enough fabs they could keep, for instance the 32nm fabs at 32nm longer and ramp up foundry production there as they start to ramp 22nm. Also with the transition to 450mm on the horizon, they may be considering utilizing the 300mm fabs capacity for foundry.

Bruzzer
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re: Script for the Intel foundry story is unwritten
Bruzzer   5/2/2012 3:05:21 AM
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Considering all the inputs, technology explorer, yes Intel always loves to learn off other's developments to expand their own. Including how to efficiently manufacturer an x86 SOC. There’s obviously learning curve associated with producing $15,000 revenue wafers compared to $150,000 revenue wafers. On foundry guerrilla attack why not it’s in Intel's blood. On cut off others that too. Open the flood gates, well, if there's a 28 nm capacity crunch Intel's ready to supply that capacity at a tidy profit. And no skin off the 22nm projects including 3D stack at a monopoly profit. On market acceleration and Intel selling its own parts faster than they can make them consider the lure of $150,000 margin values and a channel conditioned to take the risk of stocks. Multi geographic presence the hub and spoke behemoth of an Intel Nation production aggregate? Mike Bruzzone Camp Marketing

nicolas.mokhoff
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re: Script for the Intel foundry story is unwritten
nicolas.mokhoff   5/1/2012 7:25:51 PM
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The only time Intel will become a foundry to provide volume manufacturing for others is if it will be in their interest, at the core. Having built up a tic-toc strategy over many processor nodes, with each node using exactly the same tools in all her manufacturing facilities, Intel will not swerve from this strategy unless the company decides they have enough reason to complement their processor architecture with the same cookie cutter approach to provide, lets say, a mobile architecture in volume. That forces an SoC approach with comms/process architecture on one chip. For that to happen the company needs to dedicate the same kind of resources to maintain a similar tic-toc strategy for those chips. And I believe that at that time, they will need to partner with a "biggie" and tap into expertise outside its castle in order to share design and manufacturing technology with their partner. That's still not a foundry in the classical sense, just a dedicated foundry to a new co-developed family of chips. Possible? Probable? Who knows?

rick merritt
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re: Script for the Intel foundry story is unwritten
rick merritt   5/1/2012 5:41:22 PM
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I think this is the most pragmatic and likely of all the views expressed on this topic so far. Intel has a great hand to play in the foundry game and so far the game has just started with a little ante.

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