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Saw the following article posted on the BRN thread re Intel's...

  1. mcm1636
    4,491 Posts.
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    18/09/21
    12:28
    Post #: 56171708


    Saw the following article posted on the BRN thread re Intel's future direction ... i.e. focussing on foundries and manufacturing chips.     Makes me wonder whether WBT is in discussions with Intel given our Chairman's previous connection with Intel:

    "During his 34 - year tenure at Intel, Mr Perlmutter held various senior technology and management positions and was directly responsible for developing several of Intel's major products and technologies that had an importa nt impact on Intel's business and on the entire computer industry globally . Mr Perlmutter served until early 2014 as Executive Vice President and Chief Product Officer of Intel Corporation and General Manager of the Intel Architecture Group. "



    https://www.tomshardware.com/news/intel-pat-gelsinger-clients-want-custom-x86-socs

    Summary

    Being a big vertically integrated company, Intel has some serious challenges that are well beyond those faced by fabless chip designers, contract manufacturers, or IP developers.

    (Image credit: Intel)

    Intel has to become a bigger maker of chips to stay among the few companies that can develop and use leading-edge fabrication technologies, which is why the company is getting into the foundry business, abandoning non-core businesses, and ceasing to buy shares back in a bid to focus on investment in manufacturing capacities.

    Intel's foray into the contract manufacturing business opens some new doors to the company as it can work closer with various big customers (e.g., cloud giants) and can help them develop full-custom SoCs based on its IP, which spreads its technologies beyond traditional CPUs and platforms. If the strategy works, this will make Intel far more competitive against Arm. According to Intel, out of IFS's 100+ potential customers, about one third would want a custom x86-based SoC.

    But while Intel will invest considerably more in its own manufacturing, it will still outsource some of its products if it needs to. The company clearly understands that its architectures are even more valuable than its manufacturing prowess, so it intends to make products using the best technology available.



    https://www.tomshardware.com/news/intel-pat-gelsinger-clients-want-custom-x86-socs

    WBT Price at posting: $3.05 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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