Spot-on analysis. I too was briefly bullish about Intel pulling their heads out of their asses and actually figuring out their foundry strategy, especially after COVID called out the emperor's new...
Spot-on analysis. I too was briefly bullish about Intel pulling their heads out of their asses and actually figuring out their foundry strategy, especially after COVID called out the emperor's new clothes and got CHIPS passed, but I'm seeing now that was unwarrantedly optimistic.
Intel just made too many mistakes, rested too far back on their laurels, didn't course correct early enough. They were too invested in owning the manufacturing stack when everyone else was splitting design and fab, which might've worked, if they'd made the investments in fabrication necessary to keep parity. They didn't.
Ah well. Dinosaurs will die. I just hope somebody gets a clue before TSMC goes into the shitter or China gets too bold. We have a lot of eggs in that basket.
The latest I heard about CHIPS Act plants is that they're behind schedule, TSMC staff helping set it up are unimpressed with American work ethic and that it's expensive. That still where we're at?
The latest I heard about CHIPS Act plants is that they're behind schedule, TSMC staff helping set it up are unimpressed with American work ethic and that it's expensive. That still where we're at?
The latest reports are that their productivity in the US is on par with Taiwan https://finance.yahoo.com/news/tsmc-arizona-trials-put-plant-125235880.html The initial comments were likely...
Spot-on analysis. I too was briefly bullish about Intel pulling their heads out of their asses and actually figuring out their foundry strategy, especially after COVID called out the emperor's new clothes and got CHIPS passed, but I'm seeing now that was unwarrantedly optimistic.
Intel just made too many mistakes, rested too far back on their laurels, didn't course correct early enough. They were too invested in owning the manufacturing stack when everyone else was splitting design and fab, which might've worked, if they'd made the investments in fabrication necessary to keep parity. They didn't.
Ah well. Dinosaurs will die. I just hope somebody gets a clue before TSMC goes into the shitter or China gets too bold. We have a lot of eggs in that basket.
The latest I heard about CHIPS Act plants is that they're behind schedule, TSMC staff helping set it up are unimpressed with American work ethic and that it's expensive. That still where we're at?
The latest reports are that their productivity in the US is on par with Taiwan https://finance.yahoo.com/news/tsmc-arizona-trials-put-plant-125235880.html
The initial comments were likely strategic to make sure the CHIPS Act funding actually came through.