>Lip-Bu Tan has warned that he may pull investment from Intel's leading-edge 14A semiconductor process node unless "a meaningful external customer" can guarantee profits.
This immediately sounds "chicken and egg". Frankly it doesn't sound to me like a big customer is going to commit to capacity for a process that isn't even developed yet, by a company that has changed its development path multiple times over the next few years and is shedding parts as fast as possible to stave off insolvency...
a_vanderbilt•6mo ago
Could very well be his intention. Justifies killing it without admitting to it as a failure of Intel, instead it's a product without a buyer. No reason to keep it.
threatripper•6mo ago
They could have developed a next gen cutting edge node in time but they just decided against it because it was not cool anymore. Instead they decide to do... what exactly? Milk the aging x86 cow with inferior architecture using the same fab as all your competitors? I guess it makes sense to slim intel down now into a company that can be acquired easily.
Fade_Dance•6mo ago
This immediately sounds "chicken and egg". Frankly it doesn't sound to me like a big customer is going to commit to capacity for a process that isn't even developed yet, by a company that has changed its development path multiple times over the next few years and is shedding parts as fast as possible to stave off insolvency...
a_vanderbilt•6mo ago
threatripper•6mo ago