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PV-Geek
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re: Intel is a technology explorer, not a foundry
PV-Geek   5/5/2012 1:10:55 AM
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For Intel the foundry business is a small side project. It can afford to experiment. For TMSC it is their entire bread and butter. It is all about volume and handling a diverse array of designs and products. Intel can tune their main fabs for very few custom built products. That makes it easier to move to a more advanced technology like FinFets when you don't have to worry about the catering it to the masses. I would like to see how well their yields would hold up if they let 50 different customers flood a fab with a wide array of product types simultaneously. When Intel has a yield problem they can make their design teams change the design. At a pure play foundry you have to cater the process to the designs instead.

ibm221
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re: Intel is a technology explorer, not a foundry
ibm221   5/4/2012 1:58:08 AM
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$7b for phase 1, only. you need chinese capability to keep on pace, http://finance.sina.com.cn/chanjing/gsnews/20120417/145011846605.shtml the IQ potential of china is huge, the future for US could be like france or Germany, utilize your EQ, artistic talent etc. Iphone is a good example, shining metal boxes for big bucks.

Peter Clarke
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re: Intel is a technology explorer, not a foundry
Peter Clarke   5/3/2012 9:53:45 AM
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@ibm221 You say $30 billion facility but the last I heard it was $7 billion on NAND wafer fab complex. Not saying that Samsung would never make logic there but it will take a while. And with regard to IQ. When you consider how many engineering graduates Taiwan and China produce and how many engineering students in the western hemisphere are from the eastern hemisphere, perhaps the collective IQ is greater, at least in terms of engineering.

ibm221
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re: Intel is a technology explorer, not a foundry
ibm221   5/3/2012 6:08:39 AM
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TSMC 's biggest problem is it is stucked in a tiny island with 30million population (smaller than texas?) their IQ need to be 5 times of US to put up a real fight. Samsung has been enlightened and made up it's mind on a 30billion $ facility at inner china, if it works out, intel will be history, as Kodak.

mcgrathdylan
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re: Intel is a technology explorer, not a foundry
mcgrathdylan   5/1/2012 11:08:43 PM
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Sorry- in above comment, meant to say "I thought those comments were a shot at Samsung."

rick merritt
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re: Intel is a technology explorer, not a foundry
rick merritt   5/1/2012 9:28:56 PM
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I think TSMC's biggest fear is not Intel but it is getting stuck with too much capacity in a down market. I think it's second biggest fear is having too little capacity in an up market and losing or disappointing customers, something it is currently experiencing with Qualcomm.

mcgrathdylan
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re: Intel is a technology explorer, not a foundry
mcgrathdylan   5/1/2012 6:55:48 PM
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Another way of looking at this question is: Is TSMC afraid? TSMC certainly doesn't appear to be quaking in its boots. But as you yourself pointed out, Peter, TSMC recently increased its capex plan for the year to about $8.5 billion, much more than most people though they would spend. Is that a signal it's girding for battle with Intel? Also, at the recent TSMC Technology Symposium, Morris Chang made some comments about how TSMC would never be in competition with its own customers. I thought (and still do, basically) that those comments were a shot at TSMC, but maybe they were also meant to put doubt in potential customers' minds about Intel.

chipmonk0
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re: Intel is a technology explorer, not a foundry
chipmonk0   5/1/2012 5:28:01 PM
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Discrediting the ARM-Fabless-Foundry model by demonstrating superior technology like 22 nm finFETs and panicking them is clearly a part of the strategy. At last week's Ivy Bridge launch it was claimed that performance will be 20 % higher at a 20 % lower power consumption. But die price too could be cheaper as there also seems to be a 60 % shrink in die size ( 160 sq mm vs 212 sq mm ) when going from the 32 nm Sandy Bridge to Ivy Bridge. This in itself is a larger margin than the profit margin of the ARM based fabless wonders who now dominate the smart phone / tablet space and could be used to upset the "Apple" cart in the next 2-3 years while the Foundries keep struggling to stabilize their 28 nm yield, not to mention rise to the challenges of 22 nm and finFET.



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