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Intel: Foundry business is in oversupply trouble

2/18/2011 09:22 PM EST
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friedrich II
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re: Intel: Foundry business is in oversupply trouble
friedrich II   2/22/2011 1:45:50 PM
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GF may gain a yield advantage, a cost advantage and new customers for new nodes.

Les_Slater
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re: Intel: Foundry business is in oversupply trouble
Les_Slater   2/22/2011 4:08:35 PM
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Intel is a large and profitable chip producer. I am sure they are keenly aware that Windows and x86 are running out of steam. And they're expanding capacity while at the same time pointing out an overcapacity in the industry? So what gives? There is more than one metric that needs to be addressed to be successful in the evolving mobile market. Of course power consumption is of prime importance. Also of great importance is cost. Intel could manufacture an Arm license but that incurs royalties. Intel in the past, with some notable failures, has attempted to architect to meet specific applications. The 432 comes to mind. However, Android type environments could benefit from a specific architecture. There is, in my opinion, the likelihood of increasing power/workload efficiency while reducing cost. To do this Intel needs to step back and approach the silicon/software solution much more holistically. It would mean substantially increasing the software side of the equation.

Baolt
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re: Intel: Foundry business is in oversupply trouble
Baolt   2/24/2011 12:59:20 AM
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if there was oversupply why fablite/fabless companies suffered during '10-Q3&Q4 coz' of delayed shipments/outcomes where big players had the bigger pie always on time? Where was this overcapacity and why did foundries let their small size customers down? Another Otellini speech where he is trying to mirror focus on other direction. I truelly agree with u @Rick, where are intel's serious moves against ARM? soon after it will be too late

Silicon_Smith
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re: Intel: Foundry business is in oversupply trouble
Silicon_Smith   2/27/2011 8:55:03 PM
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Sounds like Intel is trying hard to justify its own investment strategies! How exactly is TSMC a trailing edge, by the way?

resistion
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re: Intel: Foundry business is in oversupply trouble
resistion   3/5/2011 8:39:45 AM
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UMC so far ignored but last I checked it's still #2, just ahead of GF. Has it dropped behind so rapidly, at least in reputation?

Robotics Developer
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re: Intel: Foundry business is in oversupply trouble
Robotics Developer   3/30/2011 10:33:08 PM
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I wonder how much the production interruptions in Japan could play into the "over-supply" of Fabs? It seems wise to have diverse Fab locations and while very expensive to build/run, owning your Fab does give you control over your destiny (for good or for bad).

Sheetal.Pandey
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re: Intel: Foundry business is in oversupply trouble
Sheetal.Pandey   3/31/2011 11:07:55 AM
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I am not sure if I agreee thayt foundry business is in trouble. I gues with times to come chip businesses will only accelerate.

KB3001
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re: Intel: Foundry business is in oversupply trouble
KB3001   4/7/2011 11:08:43 PM
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Not sure about that. It makes sense if you are a complete solution provider, otherwise it's quite risky.

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