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The path is clear. Intel should move to ARM, as Apple has done. There is no other way. The writing is on the wall!
 
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Wasn't this guy that shamed his employees on how a fashion company is beating them in their own game, now he wants to eat from Apple's crumbs.

Probably went into the office, and they explained to him how they can't beat the Apple silicon and now he is playing the good guy.

And no, business competition is not fun. Businesses competition leads to job losses, profit losses, devalued shares, firings, and enclosures...there is nothing fun about that.
 
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Intel has a far bigger R&D budget than TSMC (~$13B vs ~$3B). Of course that's not directly comparable because Intel does more than just manufacturing, but their process woes are not caused by a lack of money.

But you are right that the expenses to advance chip scaling have become huge as these companies are approaching limits set by the laws of physics. In fact, to some extent they are pooling resources through suppliers like ASML (which is the sole vendor for leading edge chip scanners with EUV, which are exorbitantly expensive).


Their current business has bigger profit margins than pure-play foundries. It's not entirely clear to me what the financial story behind their announcement is. It looks like they want to capitalize on their scale and a trend in the industry to become less dependent on Asia for various reasons. They also have leading packaging technologies which would allow them to customize products for customers more easily.

ASML is something I’m surprised nobody is talking about more in the context of the government spending big money to bring fabs back to the US ... I mean it doesn’t have the same geopolitical issues as “almost all the leading edge foundries are right next to China”, but it is kinda a single point failure potential in the worldwide semiconductor system.

If something were to happen to them ... future foundry growth would stall indefinitely.
 
I’d tell them to do one! Intel will just steal all the work done on Apple silicone designs, tweak them a bit and get them out into PCs. A year later intel’s will be just pipping Apples in speed.

bad move it’s like having a mole, keep this work to yourself Apple!
 
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The path is clear. Intel should move to ARM, as Apple has done. There is no other way. The writing is on the wall!
Wouldn’t help them much. If you are an OEM, and you can buy an Intel-designed Arm chip that is the same as all your other competitors has and does not allow you to differentiate your product, or you can instead design your own Arm chip with custom circuits to support differentiating features (AI, security, whatever), which would you do?

The only thing preventing this from already happening is that there isn’t yet a smooth migration path and OEM Windows Arm.

What Intel needs to do is to either come up with an ISA that gives it a fundamental advantage over Arm (not likely. And differences between RISC architectures are largely in the margins), or provide flexible design services to OEMS (we’ll sell you our cores, our graphics cores, etc. Tell us how you want to hook them up, or just do your own design and plug them in as SoC objects and we’ll fab it all).

They are apparently going to license their x86 cores for that purpose, but the market likely won’t be huge for that.
 
If you’re American and you’re cheering against Intel I think you need to think more about this situation, and how eventually, that will impact you.
You want your country to be competitive in the global landscape. It is sad that Apple (an American company) has to look to a foreign country for its chip making needs, when there’s Intel still around just down the road.

it’s bad for the American industry ultimately if Intel were to die.
But also a stark warning to the US industry.. history is repeating itself, American innovation ( with exceptions) has come to a stand still, my product is great and made with pride so I won’t change it , meanwhile others find ways to improve and do it cheaper, one reason why the Detroit auto industry is only a shell of its former self, American cars are mostly uninteresting and inferior to German amd Japanese competition , and therefore don’t sell abroad.... other industries need to wake up and realise being Made in the USA means jack all if you don’t keep up and continue to innovate.... that is the only way to sustain your company long term.
 


In an interview with Yahoo Finance today, Intel's newly appointed CEO Pat Gelsinger said that the ongoing competition between his company and Apple is "fun," while also saying he hopes to make amends with the Cupertino tech giant.

pat-gelsinger-intel.jpg

Over the next two years, Apple will transition its Mac lineup away from Intel processors to its own Apple silicon chips. Apple is already well underway on the transition, having released three Mac computers based on its M1 SoC. Intel in response launched a marketing campaign last week to label Macs and M1 as inferior to Intel processors.

Despite the barrage of attacks, Gelsinger has indicated that he hopes to have Apple as a future customer. In his interview with Yahoo Finance, Gelsinger said that Apple relies too heavily on its current supplier, TSMC, for manufacturing Apple silicon and that Intel wants to offer its own services instead.Gelsinger attributed the recent tense competition with Apple to the fact that there's still room for innovation in the industry and the bonus that PC demand is the highest it's been in over a decade. Gelsinger went on to say there's "competitive fun going on with Apple and the Mac ecosystem."As part of its anti-Apple silicon marketing campaign, Intel recently hired former "I'm a Mac" actor Justin Long to star in a series of ads comparing M1 Macs to laptops powered by Intel processors. Additionally, Intel has turned to Twitter for the campaign and has created its own website to compare M1 Macs against PCs.

Article Link: Intel CEO Expands on Desire to Make Apple Silicon Chips, Touts 'Competitive Fun' With Apple
Competitive fun run through jargon interpretation = “our campaign backfired big time oops”
 


In an interview with Yahoo Finance today, Intel's newly appointed CEO Pat Gelsinger said that the ongoing competition between his company and Apple is "fun," while also saying he hopes to make amends with the Cupertino tech giant.

pat-gelsinger-intel.jpg

Over the next two years, Apple will transition its Mac lineup away from Intel processors to its own Apple silicon chips. Apple is already well underway on the transition, having released three Mac computers based on its M1 SoC. Intel in response launched a marketing campaign last week to label Macs and M1 as inferior to Intel processors.

Despite the barrage of attacks, Gelsinger has indicated that he hopes to have Apple as a future customer. In his interview with Yahoo Finance, Gelsinger said that Apple relies too heavily on its current supplier, TSMC, for manufacturing Apple silicon and that Intel wants to offer its own services instead.Gelsinger attributed the recent tense competition with Apple to the fact that there's still room for innovation in the industry and the bonus that PC demand is the highest it's been in over a decade. Gelsinger went on to say there's "competitive fun going on with Apple and the Mac ecosystem."As part of its anti-Apple silicon marketing campaign, Intel recently hired former "I'm a Mac" actor Justin Long to star in a series of ads comparing M1 Macs to laptops powered by Intel processors. Additionally, Intel has turned to Twitter for the campaign and has created its own website to compare M1 Macs against PCs.

Article Link: Intel CEO Expands on Desire to Make Apple Silicon Chips, Touts 'Competitive Fun' With Apple
When Intel can reliably fab at 5nm or smaller, they can compete. Until then, they are yesterday's news, suitable for wrapping a dead fish. It is true that Apple does rely on Taiwan Semiconductor as a sole fab for their design and that might be a problem if there is a fire there like elsewhere.
 
Can you cite an example of this ever happening before in the process node industry?
I don't recall that ever being the case, being able to magically fab chips at smaller design widths than at present. Somebody could make a design that should work at 2nm, but to actually make it work and with a decent yield is very different.
 
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If you’re American and you’re cheering against Intel I think you need to think more about this situation, and how eventually, that will impact you.
You want your country to be competitive in the global landscape. It is sad that Apple (an American company) has to look to a foreign country for its chip making needs, when there’s Intel still around just down the road.

it’s bad for the American industry ultimately if Intel were to die.

I must admit that you make a fair point.
 
How about a new commercial...

Gelsinger is escorted by two Koreans to the Apple Room at Apple Park. Tim Cook is there seated on a throne. Gelsinger kisses Tim's Apple Watch and says "Intel would like to make Chips for Apple".
The usual protocol is to kiss the ring.
 
If you’re American and you’re cheering against Intel I think you need to think more about this situation, and how eventually, that will impact you.
You want your country to be competitive in the global landscape. It is sad that Apple (an American company) has to look to a foreign country for its chip making needs, when there’s Intel still around just down the road.

it’s bad for the American industry ultimately if Intel were to die.
It is not dying anytime soon. They have loads of cash. They do have to wise up, though. Intel’s leadership has been stuck for long. It just not Apple, AMD too is better in almost almost their whole processor offering.
 
My guess is that I dont think Apple will have a choice. It is only a matter of time Apple uses Intel as Fabs if they still want certain US market.

It is the same reason why Qualcomm is immediately on the list working with Intel Fabs.
A trillion dollar company like Apple always has choices unlike Intel who seem to be on the way to oblivion.

Apple could feasibly manufacture their own chips to their own designs and for their own products. Conceivably could also manufacture chips for others and doing that would deflect from any claims on unfair competition or monopoly claims.

in meantime has enough free cash to buy TSMC or better still a new manufacturing hub in US which would get a free pass as US would consider it in national interest.
 
If you’re American and you’re cheering against Intel I think you need to think more about this situation, and how eventually, that will impact you.
You want your country to be competitive in the global landscape. It is sad that Apple (an American company) has to look to a foreign country for its chip making needs, when there’s Intel still around just down the road.

it’s bad for the American industry ultimately if Intel were to die.
Didn't Intel get a huge technology boost when they bought a company from Israel?

They've made so many mistakes that I'm surprised that AMD, MIPS, and others didn't take the market away from them already, after Intel was under investigation for strong-arming customers.
 
It is important to bring chip production plants back to the United States, with China making aggressive moves to make Taiwan part of China, that is not a good idea if relations go bad. It is like having all your airplane and ship production in Japan in the 1930’s.
 
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There’s a shortage of chip manufacturing. TMSC might be doing quite well now and giving Apple what they need, but it only needs China to “re-unify” Taiwan and who’s to say that their chip supply will as robust and reliable (or as cheap). It could come to be, down the line when Apple might be looking for Intel’s support with their contract foundries, so it makes sense for both companies to not burn bridges.
Apple does not need Intel and more and more computer manufacturers will be designing bespoke chips and this is Intels problem.

Apple could and should consider its own manufacturing of chips within USA or a trusted ally outside of Taiwan. Apple could easily afford it although they should reconsider their investment in Germany after the EU showed it’s true colours in blocking exports of a company operating in EU.

TSMC could be a target for Apple but better for Apple to set up to produce its own chips plus possibly supply others as that will allay concerns on monopolising market or similar claims. Intel has failed to grasp the nature of the market has changed irrevocably let alone failed miserably on 7nm putting that off several times.

Apple designs its chips so to produce is a logical step from security of supply even to a US national interest and if Musk can get billions in subsidies and grants no doubt a state of the art manufacturing capability would suit Apple and the USA well.

the idea that because Intel returned increased profit means they are doing great is incorrect as much of the income is from customers who have no option to use other chips and that is changing rapidly and Intel have failed to grasp it.
 
I admire new Intel CEO's openness and honestly. Hope, Intel comes out with competetive chip fab tech so able to win Apple's business. More power to him.
 
Apple does not need Intel and more and more computer manufacturers will be designing bespoke chips and this is Intels problem.

Apple could and should consider its own manufacturing of chips within USA or a trusted ally outside of Taiwan. Apple could easily afford it although they should reconsider their investment in Germany after the EU showed it’s true colours in blocking exports of a company operating in EU.

TSMC could be a target for Apple but better for Apple to set up to produce its own chips plus possibly supply others as that will allay concerns on monopolising market or similar claims. Intel has failed to grasp the nature of the market has changed irrevocably let alone failed miserably on 7nm putting that off several times.

Apple designs its chips so to produce is a logical step from security of supply even to a US national interest and if Musk can get billions in subsidies and grants no doubt a state of the art manufacturing capability would suit Apple and the USA well.

the idea that because Intel returned increased profit means they are doing great is incorrect as much of the income is from customers who have no option to use other chips and that is changing rapidly and Intel have failed to grasp it.

If apple had its own fabs, it would not raise any monopoly concerns, so there would be no point in making chips for others.

That said, owning your own fab is a bad idea. It’s not easy to get to the next process node, and it’s better to have the option to use whoever else is out there and can get the job done. If you fail on the 5nm->3nm (or whatever) transition and have to switch to TSMC or Samsung or whatnot, you have a $20B factory sitting there not earning its keep. AMD owned their own fabs in texas and Dresden for years, and it never helped them.

That said, wonder what’s going on here: https://www.techtimes.com/articles/...chipmaking-factory-in-san-jose-california.htm
 
Hey sir, if you mean what you say you may want to tell the advertising department to **** a bit with the tacky commercials against Apple.
 
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