Intel Corp (INTC)

[chipguy]

That's kind of a huge negative for their foundry efforts.

It does discourage a wide range of customers. They can go to TSMC.

Very few fabless semis need or can readily utilize the particular mix of
pros and cons of Intel's processes. But the few that do generally have a
pretty savvy top notch bunch of engineers who can learn the Intel way
given enough time.

Another negative is the foundry tail will never wag the x86 MPU dog
when it comes to driving features and roadmap of process technologies
at Intel.

People who think a foundry business is simply a matter of accepting
GDSII files when the mood suits you are sorely mistaken. This is taken
one step further when you are talking about leading edge process tech
optimized for narrow range of products expected to be designed using
a specific restrictive style and methodology.

Turning that around, Intel products would be slower, more power hungry,
and more expensive if they were made in TSMC processes and designed
using standard methodologies and uncustomized toolchains that support
a conventional customer/foundry style relationship.