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resistion
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re: Intel to make 22-nm chips for Microsemi
resistion   5/2/2013 8:39:45 AM
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All of Intel's foundry cases are 22 nm, gaining more of them could risk scuttling Intel's own 22 nm ramp.

skywoo
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re: Intel to make 22-nm chips for Microsemi
skywoo   5/2/2013 12:56:13 PM
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Intel selling make believe. Market will soon see Intel's 22 nanometer is anti-competitive on with Taiwan foundry 28 nanometer. Taiwan 28 nanometer Tesmash A6-1450 wins GPU/CPU power/performance against intel's 22 nanometer Baytrail-T. Current Intel CEO already sees the Tesmash design wins (MS Surface, HP, Acer and he thinks even Apple (but not 100% sure).

geekmaster
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re: Intel to make 22-nm chips for Microsemi
geekmaster   5/2/2013 7:20:13 PM
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Looks like Intel becomes more of a foundry. I wonder if they have a dedicated fab for that and which one is it?

flowcontrol
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re: Intel to make 22-nm chips for Microsemi
flowcontrol   5/2/2013 8:32:58 PM
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Most likely Fab42

resistion
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re: Intel to make 22-nm chips for Microsemi
resistion   5/2/2013 10:04:02 PM
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22 nm foundry volume doesn't seem negligible yet when will they stop taking orders.

Chipguy1
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re: Intel to make 22-nm chips for Microsemi
Chipguy1   5/3/2013 12:52:54 AM
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I think intel would be better off if they spent time, effort and money building capacity for Intel branded market leading products then being a contract manufacturer with much lower margins.

any1
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re: Intel to make 22-nm chips for Microsemi
any1   5/3/2013 1:19:07 PM
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It seems like the current Intel plan is to do both. Maybe they see it as a good way to leverage their R&D and capital outlays as well as a strategy to balance/utilize fab capacity.

double-o-nothing
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re: Intel to make 22-nm chips for Microsemi
double-o-nothing   5/3/2013 1:21:54 AM
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It could be an admission by Intel that they can no longer find plentiful OEM customers for their chips. In the SoC era, just being excellent in the CPU is not enough.

the_floating_ gate
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re: Intel to make 22-nm chips for Microsemi
the_floating_ gate   5/3/2013 4:12:16 AM
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Intel as well as AMD used trailing /depreciated capacity to make NOR flash . AMD spun off Spansion and I believe Intel sold NOR to MU. No reason why Intel can not apply this strategy to the foundry biz - Intel already has mature yields on 22nm TriGate while TSMC et al are scrambling to provide their FinFet solutions to market. My guess is there will an Intel foundry business unit emerging that will be focused on winning NON ARM foundry business - business that won't compromise Intel's core business

resistion
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re: Intel to make 22-nm chips for Microsemi
resistion   5/3/2013 1:39:40 PM
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Suppose I were a fabless but I preferred to wait on the new 22 nm technology. Could Intel do 32 nm or 45 nm for me?

seaEE
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re: Intel to make 22-nm chips for Microsemi
seaEE   5/4/2013 3:42:29 AM
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If someone had asked who the next company Intel would be building 22nm chips for, I never would have guessed Microsemi.

alex_m1
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re: Intel to make 22-nm chips for Microsemi
alex_m1   5/4/2013 9:32:39 AM
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@resistion: i'm not sure intel is competitive at lower nodes(or else it would have offered them by now). But if intel does find a way to compete at older nodes, it could really hurt tsmc who made most of revenues/profits from older nodes.

Kresearch
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re: Intel to make 22-nm chips for Microsemi
Kresearch   5/5/2013 10:44:52 PM
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IDM based Foundry usually leave concerns to customers(could be competitors also). For Intel, there is IP conflict ahead. It also would take a while for Intel to fit into customers' specific requests or customers fit into Intel's specific offerings.

joshxdr
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re: Intel to make 22-nm chips for Microsemi
joshxdr   5/5/2013 11:29:47 PM
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I believe the author said "defer the cost" when he meant "defray"



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