News TSMC is not interested in buying Intel's fabs

[Admin]

TSMC is not interested in buying Intel's fabs 'at all.'

TSMC is not interested in buying Intel's fabs : Read more

 

[Kamen Rider Blade]

Intel should stop "OutSourcing" their chip designs to TSMC.

Build every part in-house.

Then they'll have less to worry about with Fabs sitting still, not making anything.

Doesn't matter if they can beat AMD or nVIDIA with the latest TSMC Production Node.

Fab sitting Idle = Lost Revenue.

 

[hotaru251]

Fab sitting Idle = Lost Revenue.

they are making some of their own stuff there (they make more than just the cpu) but even if they didnt I doubt they have the capacity to fill their demand physically.

 

[Kamen Rider Blade]

they are making some of their own stuff there (they make more than just the cpu) but even if they didnt I doubt they have the capacity to fill their demand physically.

That's a Intel Foundary issue.

They should've planned for this ahead of time.

Intel shouldn't be dependent on ANY outside foundary for making their parts.

 

[Eximo]

They are making test chips on 18A now, so not like it is idle. Just not making production runs as of yet. Supposed to start making production runs in 2025. Do you want them to start early and have bad yields?

I'm sure they looked at cost against getting a product to market. And some of Arrowlake is made by Intel, just not the GPU and logic chips.

Not to mention Intel is still making their own PCH chips, as well as older CPU generations (they haven't stopped production of Raptor Lake yet), Xeon chips made on Intel 3 and 7, network chips, and the dozens of other products segments they are in.

 

[plutarchheavensbee62]

Well fancy that because Intel isn't interested in selling their fabs. Tomorrow the author should write "im not interested in selling my kidneys". Where do you find these writers. Toms is tantamount to the Onion with its absurdities.

 

[vinay2070]

Intel should stop "OutSourcing" their chip designs to TSMC.

Build every part in-house.

Then they'll have less to worry about with Fabs sitting still, not making anything.

Doesn't matter if they can beat AMD or nVIDIA with the latest TSMC Production Node.

Fab sitting Idle = Lost Revenue.

They did try, but thier 20A did not work, and look at what happened when they pushed 13 and 14th gen CPUs on the older node? Though they just announced that they are sending samples of 18A chips to 3rd party, if it works, they wont use TSMC as much. The GPUs will still goto TSMC as they can be more power hungry.

 

[gg83]

So if Intel isn't number 1, it has to be sold? Companies struggle. Look at AMD since it's founding.

 

[wwenze1]

So if Intel isn't number 1, it has to be sold? Companies struggle. Look at AMD since it's founding.

AMD sold their fab.

Doesn't mean Intel has to, but... (*Points to Broadwell delay into nonexistence, points to 20 different 14nm nodes, points to 10ESF which finally arrived but did not bring the required improvements needed to catch up to N7, points to AMD laughing and selling Rembrandt-R Zen3 N6 cores in 2024 because of lack of competition*)

 

[svengollie]

Foundry is fancy name for job shop/CM, brittle business

 

[ezst036]

Fab sitting Idle = Lost Revenue.

No doubt, however bad yields = lost revenue as well.

 

[Co BIY]

Intel should stop "OutSourcing" their chip designs to TSMC.

Build every part in-house.

Then they'll have less to worry about with Fabs sitting still, not making anything.

Doesn't matter if they can beat AMD or nVIDIA with the latest TSMC Production Node.

Fab sitting Idle = Lost Revenue.

I'm not sure they have fabs idling. I think they went with TSMC for some products because they lacked capacity to satisfy demand. Also TSMC tech had advantages for certain products.

The question posed to the TSMC exec was a foolish one designed only to create clickbait articles.

If they asked him "Would you like to poach some of their top talent and strategically purchase some of their IP portfolio ?" his answer would have been much different.

 

[Kamen Rider Blade]

No doubt, however bad yields = lost revenue as well.

That's a IFS problem.

Fix your Process Node & Defect Rates.

 

[das_stig]

Ask NV to buy them, they found some loose change under the sofa.

 

[Phil995511]

They just have to sell their activities to Global Foundry (former AMD company)

 

[dalek1234]

Why would TSMC buy something broken if they can spend that same money on building something that works.

 

[Eximo]

Why would TSMC buy something broken if they can spend that same money on building something that works.

For the sake of argument, there are only so many ASML machines out there, all the supporting infrastructure and input production capacities exist for the facilities. It would take a while to switch it over to do a different process, but possibly still faster than building a fab from scratch.