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onepointsixC
on Oct 27, 2024
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Former Intel CEO says splitting Intel isn't good f...
Who uses the fabs then? Without Intel Design giving the volume, the fabs die.
NewJazz
on Oct 27, 2024
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AMD, Qualcomm, Apple, Nvidia, Amazon... Did you miss the part where we are awash in chip designers?
onepointsixC
on Oct 27, 2024
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Of all of those, only Amazon has a design planned for 18A. Just because chip designers exist doesn’t mean that their business is going to go Intel. If they had customers lined up they wouldn’t have been delaying their new fabs.
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