IMO Apple should watch out for Intel Foundries & buy them all to build own chips, Arm ,RISC-V,etc. In this case Tim Cook can partner with Elon Musk , but Intel must stay in USA+EU , not destroyed by Speculators & shorters, who already have done huge damage.
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Apple should buy all Intel foundries to make own Chips
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In my opinion, you should edit your thread title to Apple should...
Is Intel looking to sell?
Is Intel looking to sell?
I'm confused. Is this fact that Apple bought Intel's foundries? I haven't seen anything of the sort when I Google search.
So you know how Apple should run their business and what a CEO from one company should do with another? LOL.
I don't understand the point of your post.
it's a troll post ... but there was an interesting article today, see link, and the CEO will reveal at earnings announcement on 1/21 what their strategy will be
Intel Talks With TSMC, Samsung to Outsource Some Chip Production
Intel Talks With TSMC, Samsung to Outsource Some Chip Production
(Bloomberg) -- Intel Corp. has talked with Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. about the Asian companies making some of its best chips, but the Silicon Valley pioneer is still holding out hope for last-minute improvements in its own production capabilities.After...
finance.yahoo.com
Thanks for the follow-up. I didn't realize Intel was hurting like they are.it's a troll post ... but there was an interesting article today, see link, and the CEO will reveal at earnings announcement on 1/21 what their strategy will be
Intel Talks With TSMC, Samsung to Outsource Some Chip Production
Intel Talks With TSMC, Samsung to Outsource Some Chip Production
(Bloomberg) -- Intel Corp. has talked with Taiwan Semiconductor Manufacturing Co. and Samsung Electronics Co. about the Asian companies making some of its best chips, but the Silicon Valley pioneer is still holding out hope for last-minute improvements in its own production capabilities.After...
there is a very long thread here, this was on MR front-page Dec 30 ... if you have time and energy to read through
Today's link I posted is an official response to some degree
Intel Urged to Take 'Immediate Action' Amid Threats From Apple Silicon and AMD
Activist hedge fund Third Point LLC is pushing for a major shakeup at Intel in response to threats from Apple, Microsoft, Amazon, AMD, TSMC, and Samsung (via Reuters). Intel's in-house manufacturing capabilities have struggled to provide the chips its clients want in recent years, with many...
forums.macrumors.com
Speculators & shorters are pushing deals to steal Intel foundries for pennies on the dollar , after crashing stock with gossip, the old trick
Exactly , the same speculators & shorters who have created Intel problems from the inside are now demanding to break up the Company , so they can steal foundries for pennies on the dollar , the old trick ! Intel announced in Feb. 2017 they were going to install 7nm machinery in #Fab42 in Arizona , but instead someone inside gave orders to mothball Foundry (to 2020) while they invested $25 billion in the Middle East , it was the Fraud of the Century ! In those 2 years #TSMC & #Samsung & #MediaTech took off & now they are starting on #3nm Chips . That inside decision to mothball #Fab42 destroyed Intel ,while making rich the insiders , the friends of the speculators above in the article, shame !there is a very long thread here, this was on MR front-page Dec 30 ... if you have time and energy to read through
Today's link I posted is an official response to some degree
Intel Urged to Take 'Immediate Action' Amid Threats From Apple Silicon and AMD
Activist hedge fund Third Point LLC is pushing for a major shakeup at Intel in response to threats from Apple, Microsoft, Amazon, AMD, TSMC, and Samsung (via Reuters). Intel's in-house manufacturing capabilities have struggled to provide the chips its clients want in recent years, with many...
Intel to Equip Fab 42 for 7 nm
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You realize that the problem of Intel is originating from the foundries right? They cannot even produce 10nm chips with descent yields. So Apple will not buy it.
If Apple will buy someone, maybe it is TSMC.
Samsung who can also produce 5nm chips is probably too big to buy.
If Apple will buy someone, maybe it is TSMC.
Samsung who can also produce 5nm chips is probably too big to buy.
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you need to do some homework, a lot of homework actually ...Exactly , the same speculators & shorters who have created Intel problems from the inside are now demanding to break up the Company , so they can steal foundries for pennies on the dollar , the old trick ! Intel announced in Feb. 2017 they were going to install 7nm machinery in #Fab42 in Arizona , but instead someone inside gave orders to mothball Foundry (to 2020) while they invested $25 billion in the Middle East , it was the Fraud of the Century ! In those 2 years #TSMC & #Samsung & #MediaTech took off & now they are starting on #3nm Chips . That inside decision to mothball #Fab42 destroyed Intel ,while making rich the insiders , the friends of the speculators above in the article, shame !
Intel to Equip Fab 42 for 7 nm
www.anandtech.com
Fab42 started construction in 2011 and was mothballed a year later before any equipment went in there, it was targeted for 14nm but intel didn't need the capacity at the point.
Intel has had manufacturing (yield) issues for the past 5+ years starting with transition to 14nm, they were home-baked, had nothing to do with investors. InteSMC and Samsung executed as planned, that's why they are ahead.
Where do you get from that they invested 25B in the Middle East? if you consider Israel part of the Middle East, well, they do have 2 fabs there and quite a bit of R&D but they did not invest anywhere close to 25B in Israel over the past 5 years.
Intel shareholders have watched the missteps in technology execution for over 5 years and have been quiet about it, and so did the board. The CEO under whom's watch this happened got fired because of "ethical mis-conduct" not because mis-management.
Even the ne CEO had to announce further delays in 7nm just last year. And I suggest you take a look at the history of Intel's stockprice for the past 10 years ...
And then Apple announces to part with Intel, not a large but very prolific customer so there goes revenue ... AMD has been gaining market share in the past few years ... data center companies (eg Amazon) starting to make their own silicon and threatening Intel's market share
So now finally an investor group is standing up and asks questions, what's wrong with that? It's about time that Intel gets a wake-up call, long overdue.
go do your homework and please don't create conspiracy theories
Apple has no interest buying fabs ... but TSMC would be the most logical choice
The problem of Intel was definetly caused by shareholders. Intel kept cutting costs to please the shareholders and got rid of many expensive senior employees and replaced them with cheap inexperienced ones.
That is how the downfall of Intel happened.
There is even a lawsuit against Intel for age discrimination when they fired their senior employees.
That is how the downfall of Intel happened.
There is even a lawsuit against Intel for age discrimination when they fired their senior employees.
Apple doesn't want to own the manufacturing - let alone a manufacturing company that has fallen behind TSMC and may never be able to catch up.
every company will cut cost, Apple does the same that's part of being successful ...
Why don't you go and draw a graph on Intel's R&D pending over the past 10 years, the data is all publicly available ... money was not the issue. Yes, many of management team left, because the CEO at the time (Krzanich, 2013-2018) made decisions they didn't support and drove those people out (Bryant, James, Perlmutter ...), and he was wrong and eventually forced out. So yes, mis-management contributed to Intel's downfall but they also ran into technical issues that they could not overcome. More people or more money would not have helped ...
Technical issues that the senior employees would have been able to fix, which the cheap and inexperienced employees that replaced them cannot.
Intel went for short term gains by firing their technical expertise and this is the result.
Cost cutting the way Intel did had nothing to do with being succesful. They were dominating the market and had no competition from anyone. Cost cutting (by firing their experienced employees) is what made Intel beat themselves.
Steve jobs mentioned also something similar, that ones companies become too big, they start to focus less on the products and that is what will make them fail in the long run.
And companies like Apple and Facebook are not cutting costs in their technical staff. They are paying the highest salaries in the market.
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IMO Apple is the right language for Tesla cars & trucks , for Hyundai advanced fuels cars , for Boston Dynamics Robots , for Airbus Pop.Up drones , for #AR ,#holograms, etc. & having own foundries make it easier to make the precise chips needed for machine -to-neuron links. That is why I mention foundries, not the rascals inside Intel doing their financial shenanigans. Can Intel foundries be separated from the rascals doing the mischief inside ? I don't know , but Intel stability is vital for US & Global Markets. Can Apple do the surgery ? it's even interested ? I don't know, but Apple & Tesla running these massive foundries ( ~$75-85 billion revenue yearly ) could be something !
It makes absolutely no sense for Apple to acquire the foundry business of Intel.
Foundries are expensive to maintain and need to run 24/7. There is also the issues with the equipment and process not being good enough for Apple.
Apple is already at 5nm. A process node Intel isn't even ready with.
Being fabless gives you options to go with the current best foundry. Owning one makes you obligated to only use the one.
Foundries are expensive to maintain and need to run 24/7. There is also the issues with the equipment and process not being good enough for Apple.
Apple is already at 5nm. A process node Intel isn't even ready with.
Being fabless gives you options to go with the current best foundry. Owning one makes you obligated to only use the one.
Absolutely ridiculous.
Intel and Apple have completely different businesses. Intel has a product portfolio that is significantly larger than you realise; and as such their business is scaled to output all those components on a regular basis.
Apple contracts other companies to produce a (relatively to Intel) small number of ARM chips based on their own designs.
It would make absolutely no sense financially to take over Intel's foundries.
Manufacturing is low margin high cost, which isn’t what Apple wants. Apple designs and lets others manufacture, that’s how it’s pretty much always been.
Apple also got the best and brightest Intel employees for their chip development teams...
So Apple (who is already using 5nm for their chips and have also pre-booked the first year of TSMC's 4nm production) should purchase Intel's foundries when the latter can't even get 10nm working across the board? That makes no sense from a competitive, economic, or logical perspective...
IMO Intel CEO Bob Swan , https://www.anandtech.com/show/1636...ceo-bob-swan-roundtable-qa-on-fabs-and-future , makes very clear Intel will keep all it's foundries , great news ! , even when the bad rascals are still inside , let's hope there is more focus on Manufacturing at the 5nm & 3nm levels .Still think *Apple+Tesla+Hyundai+Intel* have a great formula for smart drones & Space transports .
Manufacturing is expensive. One of the reasons Apple is so profitable is exactly because they don't have this sort of millstone around their neck. Remember, the foundries themselves need a huge ongoing R&D budget, constant investment in new machinery etc, it's not just buy them once and make chips forever for free.
Agree , but Apple will eventually design Neuron CPU/GPU/NPU at the particle level & they must control their own roadmap, maybe Apple should buy part of TSMC ?