The Fall of Intel

[Cmaier]

I had no idea GloFo was from the United States. I always assumed it was Asian.

It’s the spin-off of AMD’s and IBM’s fabs, essentially. They spun off our fabs soon after I left AMD.

Funny to consider that, at that time, the #1 and #2 fabs were Intel and probably AMD. IBM was working with us in those days, and we were designing things in such a way that we could use their fab if necessary.

 

[dada_dave]

Intel Foundry customers call 14A "the real deal"

Patrick Moorhead of Moor Insights & Strategy has spoken to some Intel 14A customers. They view the node positively and are confident in its ability to be competitive.

www.notebookcheck.net

Seems a bit loosey-goosey to me: “The real deal”. And pretty sure Patrick Moorhead is what they might call in journalism circles “a very friendly voice” for Intel, but who knows? High-NA EUV + other tech, maybe they’ll be competitive.

 

[dada_dave]

https://www.tomshardware.com/networking/intel-drops-plans-to-sell-networking-and-communication-division-says-keeping-nex-in-house-will-strengthen-integration-and-customer-offerings

Intel to no longer sell off their network and communications division.

 

[dada_dave]

https://www.tomshardware.com/pc-components/cpus/intel-fails-to-get-eu-antitrust-ruling-overturned-in-longstanding-16-year-amd-competition-case-chipmaker-sees-usd1-2-billion-fine-reduced-to-usd278-million

Intel still on the (now smaller) hook after all for its actions against AMD 20 years ago. The case drags on …

 

[Cmaier]

https://www.tomshardware.com/pc-components/cpus/intel-fails-to-get-eu-antitrust-ruling-overturned-in-longstanding-16-year-amd-competition-case-chipmaker-sees-usd1-2-billion-fine-reduced-to-usd278-million

Intel still on the (now smaller) hook after all for its actions against AMD 20 years ago. The case drags on …

They really were dicks. We internalized it - we knew we had to be twice as good at half the price just to get in the door.