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JumpCrisscrossyesterday at 7:25 PM2 repliesview on HN

> don’t see it as a bad thing for Intel

Isn't this a ringing success for their strategy of separating chip design from fabrication?


Replies

monocasayesterday at 8:38 PM

Maybe, it's unclear at the moment.

Apple is known to be one of the kings of putting their suppliers over a barrel. There's a good chance this is mainly a move to negotiate a better deal with TSMC, and even if it's not, the chance that Intel gets a boat load of profit out of it is very small.

And historically when fabs have been separated from a business, it's always been in a way to shed a capital intensive albatross. In that case, they're normally loaded up with so much debt in the divorce that they were essentially never intended to succeed or continue to keep up, but instead just barely stay afloat on the already capitalized investment.

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bluGillyesterday at 7:49 PM

Not clear - design depends on what can be fabricated. If you do both you get options to talk in the middle of design for both. Maybe, who knows.

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