Is there any public info how those two (FPGA) customers are doing - they are fairly small aren't they?
I haven't heard anything more about it.
Regarding Intel as a Foundry, I wouldn't expect to see them offer those services except in very isolated cases such as you have mentioned. Intel can get a real premium for it's leading edge process but it's much more competitive with the older processes where the traditional Foundries operate on thinner margins than Intel is used to. In short, the ROI is too low. Additionally, Intel does not have the industry standard infrastructure to support lots of customers who would not have access to Intel's internal tools and methodologies. Having said that, I've been away from the business for a couple of years now so things might have changed. |
