07-11-2021, 01:29 AM
![](https://i.imgur.com/CLvY2jA.png")
How Intel plans to catch Samsung and TSMC and regain its dominance in the chip market
07-11-2021, 06:14 AM
Intel tried many times in the past only to give up.
U see, to intel, they have a choice to invest $100 billions on a foundry or just pass the design to tsmc to manufacture, it's a no brainer decision.
U see, to intel, they have a choice to invest $100 billions on a foundry or just pass the design to tsmc to manufacture, it's a no brainer decision.
07-11-2021, 06:42 AM
(07-11-2021, 06:14 AM)maddog Wrote: Intel tried many times in the past only to give up.Intel has already book TSMC capacity to build chips.
U see, to intel, they have a choice to invest $100 billions on a foundry or just pass the design to tsmc to manufacture, it's a no brainer decision.
Frankly I don't see Intel catching up soon or anything of that sort. Although I own Intel stock....I am not that optimistic. Samsung and TSMC won't stand still
My thinking is all this won't matter in 5 yrs due to physical limits of semi con beyond 3µm
...going further will just take very long to build capacity and Intel has all the time to catch up.
Intel has alot of mid-range capacity that will this will be sustained by growing demand.
The strength of Intel is mainly it is part of the American eco system and US govt wants on-shoring and lower dependences on overseas players in what is now seen as a critical sector. If they throw money into R&D Intel is a beneficiary. Much of the key technology used for semicon is build by US firms like ASML and AMAT. But Intel is the center ...the heart of American semi con industry.
Under new CEO, Intel has become an energise entity with focus on R&D. Recent purchase of part of VIA for a particular server chip design technology tells me he has a specific gameplan in mind.
Intel is a good long term investment.
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
07-11-2021, 08:05 AM
(07-11-2021, 06:42 AM)sgbuffett Wrote: Intel has already book TSMC capacity to build chips.
Frankly I don't see Intel catching up soon or anything of that sort. Although I own Intel stock....I am not that optimistic. Samsung and TSMC won't stand still
My thinking is all this won't matter in 5 yrs due to physical limits of semi con beyond 3µm
...going further will just take very long to build capacity and Intel has all the time to catch up.
Intel has alot of mid-range capacity that will this will be sustained by growing demand.
The strength of Intel is mainly it is part of the American eco system and US govt wants on-shoring and lower dependences on overseas players in what is now seen as a critical sector. If they throw money into R&D Intel is a beneficiary. Much of the key technology used for semicon is build by US firms like ASML and AMAT. But Intel is the center ...the heart of American semi con industry.
Under new CEO, Intel has become an energise entity with focus on R&D. Recent purchase of part of VIA for a particular server chip design technology tells me he has a specific gameplan in mind.
Intel is a good long term investment.
Intel won't spend a $100 billions to catch. That money can put to good use.
Even IBM is developing carbon base chips now, what if carbon base chip is a sudden success and immediately commercialise, then tsmc and those who spend big on silicon chips foundry will go bankrupt
07-11-2021, 09:43 AM
It will be a waste of resources and speeding up climate change. It is supposed to be a cooperation of companies in the world with each specialising in their own areas and thus less resources wasted as there is less duplication. After Trump tried to stop and change the supply chain, the world is going towards the other end of replicating activities such as research, manufacturing etc in each region.
After Trump, the trust level in the world dropped like a rock.
After Trump, the trust level in the world dropped like a rock.
07-11-2021, 09:54 AM
(07-11-2021, 09:12 AM)klat Wrote: Intel can tan ku ku. Intel just like Trump, TCSS only
There are reported some delays of 3nm by TSMC and Samsung till early next year.
Intel still struggle at 7nm and will need to tap to TSMC and some others, Intel 7nm production will on start 2023.
Nevertheless sentate 52B in subsides chip act should make some impact.
overall market share should see changes by 2024, especially when other foundries investment kick in.
07-11-2021, 09:56 AM
Here's a good documentary on Intel on its history and plans.
Released just yesterday.
I wanted to invest some money in semicon and took a good look to understand the industry
I picked 2 companies that investors did not like Intel and micron. I picked them over AMD, AMSL, AMAT and TSMC.
Half the story is valuation. 2nd is the technology.
Not that these are sure wins but I will go with them on a risk reward bet.
Released just yesterday.
I wanted to invest some money in semicon and took a good look to understand the industry
I picked 2 companies that investors did not like Intel and micron. I picked them over AMD, AMSL, AMAT and TSMC.
Half the story is valuation. 2nd is the technology.
Not that these are sure wins but I will go with them on a risk reward bet.
I, being poor, have only my dreams; I have spread my dreams under your feet; Tread softly because you tread on my dreams.
07-11-2021, 01:34 PM
07-11-2021, 02:15 PM
(07-11-2021, 08:32 AM)Niubee Wrote: I read carbon based and photonic chips are potential.
This is the next big thing.
Huawei is busy on it at the moment...
Intel if doesnt transform. Soon will uplorry.
Electronic signal cant compete with light signal
In term of speed which is a Mega super highway.
https://inf.news/en/tech/339cd07fe2ecab1...e8e8a.html
“Be who you are and say what you feel, because those who mind don't matter and those who matter don't mind"
07-11-2021, 02:31 PM
07-11-2021, 02:33 PM
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