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To: etchmeister who wrote (186473)1/8/2012 2:40:05 AM
From: Johnny Canuck
of 186768
 
I think the challenge for companies that are out sourcing their manufacturing to contract foundaries is that you might find your unable to meet demand if other contract customers are willing to pay more for existing capacity or if another company is a bigger customer to a specific foundary. I believe AMD saw some of those issues last year.

The cost of building foundaries for the greater densities is so high that only companies with very deep pockets can afford to underwrite such as ventures. The unfortunately part is that it might be stiffling innovation and competition as only the largest companies have enough purchasing power to get concessions out of the contract foundaries.

INTC is on the right track by relying on it own foundaries as it keeps their destiny in their own hands. We have already seen INTC partner with other companies in cases where the risks are high. It seems get a plant up and running with yields to make the plant economic feasible is not as easy as it once was with lower density technologies.

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To: Johnny Canuck who wrote (186474)1/10/2012 11:28:00 AM
From: willcousa
of 186768
 
intel also seems to have a big lead in foundry technology which to me means that they may be able to add functionality to their products (as they have done in the past) and take over other business segments.

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To: willcousa who wrote (186475)1/10/2012 11:53:35 AM
From: Sr K
of 186768
 
52 week high today

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From: JakeStraw1/11/2012 8:53:58 AM
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CEO Paul Otellini announced smartphone deals with Lenovo and Motorola Mobility(MMI_) on Tuesday as the chipmaker tries to move outside its core PC computing business into powering mobile devices.
thestreet.com

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To: willcousa who wrote (186475)1/11/2012 9:17:44 AM
From: robert b furman
of 186768
 
Hi Will,

That was Intc's MO on graphic chips:

Sam on Wennerstrom thread linked two good articles on how Intel wants to grow the territory they serve in computers and smart phones/tablets

semiwiki.com
semiwiki.com

Both are great reads!

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To: JakeStraw who wrote (186477)1/11/2012 10:12:25 AM
From: Kirk ©
of 186768
 
I remember most analyts thought Intel missed the smart phone market... I bought more at $20...Wasn't Intel opening up Atom last year so people at foundries could use Intel's Atom IP and do their own designs?

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To: Kirk © who wrote (186479)1/11/2012 10:22:10 AM
From: Elmer Phud
of 186768
 
Intel had an agreement with TSMC to port Atom but that fell through.

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To: Elmer Phud who wrote (186480)1/11/2012 10:55:20 AM
From: Kirk ©
of 186768
 
Thanks. Maybe that explains part of the talk of Intel becoming a foundry. Would make sense for these chips if they won't be made at TSMC with their cells.

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To: Elmer Phud who wrote (186480)1/11/2012 1:51:19 PM
From: etchmeister
of 186768
 
Intel, the world's top chip-maker, currently has two contract foundry customers making field programmable gate array (FPGA) products, which do not compete directly against TSMC, Chang said.

Is there any public info how those two (FPGA) customers are doing - they are fairly small aren't they?

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To: etchmeister who wrote (186482)1/11/2012 2:35:55 PM
From: Elmer Phud
of 186768
 
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.

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