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RGRU
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Foot in mouth disease
RGRU   8/20/2014 4:51:49 PM
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I bet he wishes he could take this silly statement back.  The foundries and their customers appear to be THRIVING...

MClayton0
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re: Intel exec says fabless model “collapsing”
MClayton0   1/23/2014 3:31:47 PM
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Re: Graphene below 10nm

Yes, but not eliminating silicon, but augmenting it.

Same for GaN with Graphene.  Just my opinion.

beatnik_8983
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re: Intel exec says fabless model “collapsing”
beatnik_8983   7/11/2012 5:32:57 AM
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No way..graphene !! It will be silicon all the way..

resistion
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re: Intel exec says fabless model “collapsing”
resistion   7/2/2012 3:25:32 PM
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2y nm DRAM without EUV, let's get over it.

yalanand
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re: Intel exec says fabless model “collapsing”
yalanand   5/4/2012 5:43:27 AM
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@MikeSmith2011, what after 14nm,10nm I think after this we will graphene transistor era.

gatorfan
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re: Intel exec says fabless model “collapsing”
gatorfan   5/2/2012 2:03:34 PM
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For Bohr's comment to be credible, it needs to have a discussion of alternatives. I get the point about collaboration between design and process. But that is to imply that Qualcomm and TSMC don't collaborate similarly which would be lunacy. Qualitatively can Intel collaborate more efficiently vs Qualcomm/TSMC might be a case to make. Otherwise, what is the argument since the Semi world will not all suddenly revert to an IDM business model. It took 20 years to get where we are today. If the strategic challenges are that severe it will take another 20 years to revert. In the mean time there is a TON of demand to make the current Fabless/Foundry model "work". So, the comparison is not Intel vs Qualcomm but perhaps a near in competitor now Fabless model Intel vs AMD.

andyzg
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re: Intel exec says fabless model “collapsing”
andyzg   5/1/2012 3:52:27 PM
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yes, well possible. nonethless, as a technology matures, the game changes from "being able to make at all" to "being able to make it economically at increasingly lower quantities" -- to satisfy increasingly diverse markets. intel should buy xilinx, add e-beam capability to their fabs, and offer a foundry model to a broad customer base that covers the whole spectrum of quantities.

Simon7382
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re: Intel exec says fabless model “collapsing”
Simon7382   5/1/2012 4:01:27 AM
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That will work for analog and mixed signal stuff, but for serious digital you need to be on the leading edge (or pretty close to it) of processing to compete.

Simon7382
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re: Intel exec says fabless model “collapsing”
Simon7382   5/1/2012 3:59:16 AM
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Watch Intel taking significant share in the base-band business in a year or two using its process technology advantage. As far as "fooling us" I would much more put my money on Intel than Global Foundries or AMD or most others in the digital IC business (Qualcomm being the only possible exception).

Simon7382
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re: Intel exec says fabless model “collapsing”
Simon7382   5/1/2012 3:54:39 AM
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Well, no flag waving but I would not dot count Intel out in the low power/cell phone processor game. They are usually not the first (same as Msoft) but when they come they mow down the competition. This will be especially true if in fact TSMC will have a serious hick-up below 20nm, which may well happen.

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