Design Con 2015
Breaking News
News & Analysis

Intel Cancels Fab 42

Analysts weigh in
1/16/2014 11:58 AM EST
26 comments
NO RATINGS
More Related Links
View Comments: Oldest First | Newest First | Threaded View
<<   <   Page 2 / 3   >   >>
goafrit
User Rank
Manager
Re: Change in plan for 14nm fabs? What about Ireland?
goafrit   1/17/2014 11:58:26 AM
NO RATINGS
Intel does not need to build 14nm fab to compete. They simply need to make chips that combine processing speed with excellent power management. They can claim they are cutting capital investment, the fact is that Intel has a new leader who wants to pilot the firm to new business models

goafrit
User Rank
Manager
Re: good move by Intel
goafrit   1/17/2014 12:01:09 PM
NO RATINGS
>> How exactly does this free up Intel to defeat ARM? 

It will be hard for Intel to defeat ARM. Amr is amorphous and you can easily beat it. It is not like AMD that you can attack its products directly. The business model of ARM makes it more challenging for attack just as Android in the mobile space will be hard for anyone to attack with its "open" source model.

Garcia-Lasheras
User Rank
Blogger
Re: good move by Intel
Garcia-Lasheras   1/17/2014 12:13:26 PM
NO RATINGS
@Zewde: "Is anyone else not particularly surprised by this move?"

Well, consdering that Intel has been shifting to foundry business too --Altera, Achronix...--, it was clear that they were becoming aware of their productive capacity was already oversized for just building their own processors...

lister1
User Rank
Rookie
Re: good move by Intel
lister1   1/17/2014 2:05:32 PM
NO RATINGS
Agree that ARM's business model provides a new challenge to Intel's.  Though, for Intel to reclaim the market share (mobile space) from ARM is not impossible or far rearch.  It just needs to play it right and leverage the advantages from their vertically integrated business.

And it's obvious, you don't attack just it's product (like Intel did to AMD).  It's got to go after something more fundamental in this market.  Collabration with other industry leader that is relevent in the entire system is the key.

Product means nothing without a strong and established eco-system.

I'll stop waisting time on this.  It's not my bussiness to tell Intel what to do.  Since, it's not like they don't know already.  It's a matter of time for their plans to unfold.

LarryM99
User Rank
CEO
Re: good move by Intel
LarryM99   1/17/2014 6:29:09 PM
NO RATINGS
Agreed. The problem is not one of comparison between products, it is a comparison of business models. That is a much bigger problem for Intel. If they cannot find a way to justify growth within their vertically-oriented, high-margin business model then they need to find a different one. The question is whether this is a 'shrink to grow' situation where they move to a new model or if it is just cutting costs to try to wring out a few more years on the old path.

goafrit
User Rank
Manager
Re: good move by Intel
goafrit   1/17/2014 6:38:18 PM
NO RATINGS
>> I'll stop waisting time on this.  It's not my bussiness to tell Intel what to do.  Since, it's not like they don't know already

Absolutely. Yet, you are not wasting your time on this. Journalists, blogs, newspapers can build and destroy empires. Intel may know what to do but they continue to lose market share. Qualcomm commands more than 80% market share in the chipsets that power phones in U.S. I think honestly that Intel may not have a roadmap on this. If they have a plan, they would have shown us for the last 6 years. Recall that Qualcomm is in the 4th generation of their chipset and Intel is yet to launch one.

Finally, that is all we got. Just talk, write and comment. It does not change anything but that is life anyway.

ilmenauer
User Rank
Rookie
Re: TSMC 16 nm
ilmenauer   1/17/2014 6:56:04 PM
NO RATINGS
I really do not think that TSMC would be the one who will tapeout 16 nm first. But yeah this is the chance for competition.

Sheetal.Pandey
User Rank
Manager
Re: TSMC 16 nm
Sheetal.Pandey   1/19/2014 7:21:52 AM
NO RATINGS
Wow Samsung seems to be everywhere in the race whether its smartphone or Fab. I guess their marketing strategy and the fact that they belong to other region makes lot of difference. But yes demand for PCs is decreasing and no one can deny that.

KB3001
User Rank
CEO
Re: good move by Intel
KB3001   1/19/2014 4:11:40 PM
NO RATINGS
"The question is whether this is a 'shrink to grow' situation where they move to a new model or if it is just cutting costs to try to wring out a few more years on the old path."

 

I think they should go the IBM way i.e. become a service company with high end fab capability (and spin out the bulk of their fabs as a foundry business). I think that's what's gonna happen in the end....

KB3001
User Rank
CEO
Re: good move by Intel
KB3001   1/19/2014 4:14:11 PM
NO RATINGS
Yes, the fact they opened their fabs to Altera etc. proves they have extra capacity which they cannot fill in with their own products.

<<   <   Page 2 / 3   >   >>
Flash Poll
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
Top Comments of the Week