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rick merritt
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Re: Intel foundry
rick merritt   11/23/2013 9:03:52 AM
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@sp-1: You raise a god question: Is the Infienon baseband biz at a foundry for legacy reasons, or does Intel have issues making cellular RF chips? They do make their own WiFi RF I believe.

chipmonk0
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Re: Would Intel need to pick a lane?
chipmonk0   11/23/2013 8:21:53 AM
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When it comes to design, Intel appears to be definitely stuck in the SLOW lane. That is why Dadi had to GO. But elevating someone INSIDE who is too process oriented when they needed a breath of fresh air in Design is a prescription for disaster. Almost as bad as the prematurely retired last CEO who was not even an Engineer and totally missed the Mobile boat.

resistion
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Re: Would Intel need to pick a lane?
resistion   11/22/2013 8:00:08 PM
With Dadi dismissed, new internal chip design doesnt seem favored. On the other hand, possibly, customers would be scared to use Intel as foundry, in case Intel suddenly decides to exit foundry business and become direct competitor.

junko.yoshida
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Would Intel need to pick a lane?
junko.yoshida   11/22/2013 7:51:24 PM
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Rick, you wrote:

There's a crossroads ahead for Intel. Krzanich clearly wants the company to find a killer smartphone/tablet design it can make at a cost advantage at 14 and 10nm. If it cannot create such a killer design he may have to figure out whether he can pivot to becoming a killer foundry for an Apple or Qualcomm.

As much as I would hate to say this, I think Intel needs to pick a lane. Will it become a killer smarphone/tablet vendor leveraging its own fab capability, or it will become a killer foundry for others.

Isn't this exactly the same road travelled by some of the Japanese semiconductor companies?

krisi
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Re: Intel foundry
krisi   11/22/2013 7:12:28 PM
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"We believe Intel can return to growth in 2H14/15 as the PC market stabilizes and share gains emerge in tablets, phones, foundry etc.," - I highly doubt it, typical analysts talk...why would their market share increase in phones or tablets??? examples pls...Kris

sp-1
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Intel foundry
sp-1   11/22/2013 4:20:02 PM
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  Intel announced their high volumn mobile SoFIA chips are mask fabricated at external foundry and do not use intel internal manufacturing for at least next 2 years (2014-15).  

ALL of Intel's  production for standalone modem chips today is outside Intel.


Conclusing being Intel still does not have the right silicon technology for mobile computing which is why X86 less than 0.1% of smartphone market

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