I am assuming this is tied to Lip-Bu Tan “cleaning house”, but I can’t get rid of the feeling that Tan is leaning towards exit out of the foundry business.
If they do exit (they said that’s what they will do if they get no flagship customers for 14A), I wonder if they will go with TSMC exclusively?
I can’t get rid of the feeling that Tan is leaning towards exit out do the foundry business.
I get that vibe too, that Patton guy apparently has huge experience in working with foundry customers. If Intel is giving up on trying to get customers to their foundry, they are at the vary least planning on scaling down. And scaling down is not really an option, if you want to be a leading foundry.
I am assuming this is tied to Lip-Bu Tan “cleaning house”, but I can’t get rid of the feeling that Tan is leaning towards exit out of the foundry business.
If they do exit (they said that’s what they will do if they get no flagship customers for 14A), I wonder if they will go with TSMC exclusively?
I get that vibe too, that Patton guy apparently has huge experience in working with foundry customers. If Intel is giving up on trying to get customers to their foundry, they are at the vary least planning on scaling down. And scaling down is not really an option, if you want to be a leading foundry.
This looks really bad for Intel.
Scaling down is definitely not an option.
If Intel’s foundry gets shut down, this will also be very bad for consumers.