Absolutely, what Mr Bohr is saying here is pure chauvisnism IMO. Instead of predicting the demise of the fabless/foundry model, he should have simply predicted much closer tie-up between fabless companies and foundries in the future e.g. through joint ventures.
I'm surpised to see such grandiose claims from an Intel spokesman. They have a huge talented work force and history doesn't validate a previous commenter's claim that they don't innovate. As long as your factories are running and you've got high margin products, no need to dump capacity to others and enable your competitors.
bohr's view is narrow in the sense that he assumes high quantity products. however, once the scaling ends slowly, the design matters more, and increasingly differentiated designs are used for different applications. NRE will matter a lot.
bohr should be worried about having only one customer.
Intel is making fun of TSMC for limiting the process variants, but the they could stand to look in the mirror. They pretty much fill their fabs with a single product variant. I agree that very advanced products on very advanced processes will probably have to be co-developed for each other. This will cause challenges for some companies, but not most. Most foundry customers run a variety of products in smaller run rates and with more process variants. They could not ammortize the cost of doing it themselves and need a foundry model. I wouldn't be surprised to see one or two companies head back the other way or engage in a JDP model with a foundry.
Intel is basically telling Wall Street (thru the conference) AMD, Qualcomm and the rest of the industry can't compete because they're fabless and dependent on inferior technology so we deserve a better stock valuation. Ho humm. Haven't we heard this basically at every technology node?
given the fact that not many companies can develop technologies at 2X and 1X nodes due to high monetary cost, going solo is not an option. Either collaboration or going fabless is an option. Intel is surely ahead by 2 to 3 years as far as technology is concerned.
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