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https://theprint.in/world/intel-corps-plan-to-outsource-manufacturing-is-the-end-of-an-era-in-us-tech/467936/
\"Intel Corpâs plan to outsource manufacturing is the end of an era in US tech
When most other US chip companies shut or sold domestic plants years ago, Intel held out, a strategy that is now in tatters, with the companyâs factories struggling to keep up.\"
CEO Bob Swan made the stunning announcement on Friday, during an earnings
call. It sent Intel down 16%, AMD up 16%. Bottom line, Intel first screwed
10nm, they are only now recovering and catching up on that. Meanwhile
Swan announced that 7nm is all screwed up, yields are terrible, it has
slipped another 6 months on top of at least six months earlier. Intel
won\'t be in production until 2022/23. MEanwhile AMC is producing 7nm
via TSMC right now. By the time Intel is on 7nm, TSMC will be on 3 nm.
In short, Intel has gone from being a node ahead to a node behind.
And Swan says the answer is Intel is considering outsourcing production
to other companies!
I remember discussing this here a couple years ago, warning that this is
what happens when you let accountants take over high tech companies.
I remember the usual suspects here arguing it was no big deal, it\'s just
\"managing\". Well, the idiot bean counter from Ebay that somehow would
up running Intel sure has screwed this up really badly. It\'s unlikely
Intel will ever recover. And it validates AMD being apparently right
and early to get out of fabs years ago and Apple choosing to ditch Intel.
It\'s a sad day for the future of high tech in America.
\"Intel Corpâs plan to outsource manufacturing is the end of an era in US tech
When most other US chip companies shut or sold domestic plants years ago, Intel held out, a strategy that is now in tatters, with the companyâs factories struggling to keep up.\"
CEO Bob Swan made the stunning announcement on Friday, during an earnings
call. It sent Intel down 16%, AMD up 16%. Bottom line, Intel first screwed
10nm, they are only now recovering and catching up on that. Meanwhile
Swan announced that 7nm is all screwed up, yields are terrible, it has
slipped another 6 months on top of at least six months earlier. Intel
won\'t be in production until 2022/23. MEanwhile AMC is producing 7nm
via TSMC right now. By the time Intel is on 7nm, TSMC will be on 3 nm.
In short, Intel has gone from being a node ahead to a node behind.
And Swan says the answer is Intel is considering outsourcing production
to other companies!
I remember discussing this here a couple years ago, warning that this is
what happens when you let accountants take over high tech companies.
I remember the usual suspects here arguing it was no big deal, it\'s just
\"managing\". Well, the idiot bean counter from Ebay that somehow would
up running Intel sure has screwed this up really badly. It\'s unlikely
Intel will ever recover. And it validates AMD being apparently right
and early to get out of fabs years ago and Apple choosing to ditch Intel.
It\'s a sad day for the future of high tech in America.