Breaking News
Comments
Newest First | Oldest First | Threaded View
Page 1 / 3   >   >>
KB3001
User Rank
CEO
re: Intel: Foundry business is in oversupply trouble
KB3001   4/7/2011 11:08:43 PM
NO RATINGS
Not sure about that. It makes sense if you are a complete solution provider, otherwise it's quite risky.

Sheetal.Pandey
User Rank
Manager
re: Intel: Foundry business is in oversupply trouble
Sheetal.Pandey   3/31/2011 11:07:55 AM
NO RATINGS
I am not sure if I agreee thayt foundry business is in trouble. I gues with times to come chip businesses will only accelerate.

Robotics Developer
User Rank
Rookie
re: Intel: Foundry business is in oversupply trouble
Robotics Developer   3/30/2011 10:33:08 PM
NO RATINGS
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).

resistion
User Rank
CEO
re: Intel: Foundry business is in oversupply trouble
resistion   3/5/2011 8:39:45 AM
NO RATINGS
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?

Silicon_Smith
User Rank
Rookie
re: Intel: Foundry business is in oversupply trouble
Silicon_Smith   2/27/2011 8:55:03 PM
NO RATINGS
Sounds like Intel is trying hard to justify its own investment strategies! How exactly is TSMC a trailing edge, by the way?

Baolt
User Rank
Rookie
re: Intel: Foundry business is in oversupply trouble
Baolt   2/24/2011 12:59:20 AM
NO RATINGS
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

Les_Slater
User Rank
CEO
re: Intel: Foundry business is in oversupply trouble
Les_Slater   2/22/2011 4:08:35 PM
NO RATINGS
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.

friedrich II
User Rank
Rookie
re: Intel: Foundry business is in oversupply trouble
friedrich II   2/22/2011 1:45:50 PM
NO RATINGS
GF may gain a yield advantage, a cost advantage and new customers for new nodes.

fdunn0
User Rank
Rookie
re: Intel: Foundry business is in oversupply trouble
fdunn0   2/22/2011 3:20:04 AM
NO RATINGS
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%.

SiliconAsia
User Rank
Rookie
re: Intel: Foundry business is in oversupply trouble
SiliconAsia   2/21/2011 8:35:07 PM
NO RATINGS
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!

Page 1 / 3   >   >>


Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Engineer's Bookshelf
Caleb Kraft

The Martian: A Delightful Exploration of Math, Mars & Feces
Caleb Kraft
6 comments
To say that Andy Weir's The Martian is an exploration of math, Mars, and feces is a slight simplification. I doubt that the author would have any complaints, though.

The Engineering Life - Around the Web
Caleb Kraft

Surprise TOQ Teardown at EELive!
Caleb Kraft
Post a comment
This year, for EELive! I had a little surprise that I was quite eager to share. Qualcomm had given us a TOQ smart watch in order to award someone a prize. We were given complete freedom to ...

Design Contests & Competitions
Caleb Kraft

Join The Balancing Act With April's Caption Contest
Caleb Kraft
57 comments
Sometimes it can feel like you're really performing in the big tent when presenting your hardware. This month's caption contest exemplifies this wonderfully.

Engineering Investigations
Caleb Kraft

Frankenstein's Fix: The Winners Announced!
Caleb Kraft
8 comments
The Frankenstein's Fix contest for the Tektronix Scope has finally officially come to an end. We had an incredibly amusing live chat earlier today to announce the winners. However, we ...

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)