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Intel: Foundry business is in oversupply trouble

2/18/2011 09:22 PM EST
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rfab
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re: Intel: Foundry business is in oversupply trouble
rfab   2/20/2011 3:50:11 PM
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Buy an external IP. synthesize products. Measured by the generation of factory-built sealed pattern, so that the semiconductor gradually becoming less and less profit, after the TSMC 45 shattered the myth of high yield, 40NM, YELD still 40%

rfab
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re: Intel: Foundry business is in oversupply trouble
rfab   2/20/2011 3:51:52 PM
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David6108 --That you are EW"s David,You are very poor level of

paul.delamusica
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re: Intel: Foundry business is in oversupply trouble
paul.delamusica   2/20/2011 6:31:43 PM
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:)

rick merritt
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re: Intel: Foundry business is in oversupply trouble
rick merritt   2/21/2011 2:07:26 AM
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I suspect Otellni was trying to defend to a skeptical Wall Street his decision to commit billions to more fabs. A bigger worry for Intel may be whether Intel will be in oversupply come the 14nm generation when ARM could be making big in roads in traditional PCs.

mranderson
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re: Intel: Foundry business is in oversupply trouble
mranderson   2/21/2011 2:59:44 AM
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I don't see trouble for TSMC and GF in the future. Nor do I see trouble for Intel of Samsung. Wall Street has never liked fab expenditures, despite the fact that they drive much of the growth. TSMC hopefully will get their act together for 28nm since 40nm had significant issues. If TSMC continues to have issues at new nodes, GF may gain.

SiliconAsia
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re: Intel: Foundry business is in oversupply trouble
SiliconAsia   2/21/2011 8:27:38 PM
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Becuase foundry over-capacity affects Intel's strategy and bottom line indirectly. Intel's competitors especially ATOM's competitors will get lower asp and plenti of capacity.

SiliconAsia
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re: Intel: Foundry business is in oversupply trouble
SiliconAsia   2/21/2011 8:28:55 PM
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There is no choice for Intel other than building all their capacity needs.

SiliconAsia
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re: Intel: Foundry business is in oversupply trouble
SiliconAsia   2/21/2011 8:30:10 PM
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TSMC 28nm and 40 was bad experience but others were not even present in the market.

SiliconAsia
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re: Intel: Foundry business is in oversupply trouble
SiliconAsia   2/21/2011 8:35:07 PM
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mranderson, How will GF gain? Who's using GF's 40 and 28nm today?? Have not heard anyone claiming they are using GF technology today, have you? If you know, please copy the links here. TSMC is the only foundry who're having these issues. Others even don't know what the issues are!

fdunn0
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re: Intel: Foundry business is in oversupply trouble
fdunn0   2/22/2011 3:20:04 AM
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So then AMDs decision to dump its foundries was not a bad one after all. Since they will not have to pay a premium while the foundry is not at 100%.

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