Did Intel indicate their readiness to go fabless in their latest filings?
>“We are focused on the continued development of Intel 14A, the next generation node beyond Intel 18A and Intel 18A-P, and on securing a significant external customer for such node. However, if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading-edge nodes on a go-forward basis. In such event, we may pause or discontinue our pursuit of Intel 14A and successor nodes and various of our manufacturing expansion projects. While we continue to evaluate Intel 14A for use in future Intel products and our plan includes an initial product designed to utilize Intel 14A, at present we are maintaining the option to design future Intel products requiring nodes with performance beyond Intel 18A and Intel 18A-P to be produced internally or by an external foundry. If we were to discontinue development of Intel 14A and successor nodes, we expect that a majority of our products would continue to be manufactured in our own facilities utilizing our nodes up to Intel 18A-P through at least 2030.”
ksec•6mo ago
Which is not a bad thing. Intel Foundry and Intel x86 should have been separated for a long time. The ground work was laid out by Pat Gelsinger already.
Even before Pat took over I have said on HN the task for Intel to complete with TSMC is near impossible. Both because TSMC have no structure, economical or technical weakness, and Intel isn't even well run. I gave Pat benefits of doubt because he is possibly the only person on the planet who could save Intel. And if anything I learned, it is the board that holds the power. Not CEO.
You will need to burn money to catch up, hence why Pat wanted to stop dividends as the first thing he come back but that was not allowed, while Intel was still earning enough money from Xeon. Now AMD has finally gain enough in Server market and will continue to do so. There is nothing left in Intel that allows them to burn money and catch up to TSMC.
Which means the only choice they have is to spilt and use TSMC to compete.
In a perfect world AMD would buy all the non-foundry x86 asset for $20 - 30B. And Intel will continue the Foundry business, working directly with AMD making sure they will have future x86 chip produced in Intel Foundry.
roboror•6mo ago
>“We are focused on the continued development of Intel 14A, the next generation node beyond Intel 18A and Intel 18A-P, and on securing a significant external customer for such node. However, if we are unable to secure a significant external customer and meet important customer milestones for Intel 14A, we face the prospect that it will not be economical to develop and manufacture Intel 14A and successor leading-edge nodes on a go-forward basis. In such event, we may pause or discontinue our pursuit of Intel 14A and successor nodes and various of our manufacturing expansion projects. While we continue to evaluate Intel 14A for use in future Intel products and our plan includes an initial product designed to utilize Intel 14A, at present we are maintaining the option to design future Intel products requiring nodes with performance beyond Intel 18A and Intel 18A-P to be produced internally or by an external foundry. If we were to discontinue development of Intel 14A and successor nodes, we expect that a majority of our products would continue to be manufactured in our own facilities utilizing our nodes up to Intel 18A-P through at least 2030.”
ksec•6mo ago
Even before Pat took over I have said on HN the task for Intel to complete with TSMC is near impossible. Both because TSMC have no structure, economical or technical weakness, and Intel isn't even well run. I gave Pat benefits of doubt because he is possibly the only person on the planet who could save Intel. And if anything I learned, it is the board that holds the power. Not CEO.
You will need to burn money to catch up, hence why Pat wanted to stop dividends as the first thing he come back but that was not allowed, while Intel was still earning enough money from Xeon. Now AMD has finally gain enough in Server market and will continue to do so. There is nothing left in Intel that allows them to burn money and catch up to TSMC.
Which means the only choice they have is to spilt and use TSMC to compete.
In a perfect world AMD would buy all the non-foundry x86 asset for $20 - 30B. And Intel will continue the Foundry business, working directly with AMD making sure they will have future x86 chip produced in Intel Foundry.