Replies to post #127514 on Intel Corp (INTC)

[Ideal_Inv]

Quote:
I don't see anyone else promoting your TSMC's-sky-is-falling thesis.

Really?

Intel’s 14nm milkshake: It’s better than yours

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I do recall a quote from Morris Chang about 12-18 months back to the effect that if Intel manages to push ahead with its process technologies and move down to lower nodes rapidly, the consequences for TSMC and its customers would be extremely bad.

There are not too many articles that talk about this since it is an extreme outcome. But, if it does become reality, ARM vendors better watch out - they will not be able to recover from this blow!

[fastpathguru]

Walbert,

A) Your TSMC sky-is-falling thesis is about TSMC's dividend spending being greater than their operating cash flow, and that being unsustainable (or some such.) NOT about Intel beating TSMC in foundry.

B) This article extends Intel party line into speculation about Intel's interests in the foundry business. I wouldn't be putting money on Intel undergoing such a transformation.

C) Some key quotes from your regurgitating of someone else's regurgitating of Intel slides:

If Intel delivers on this roadmap [see Intel slides], one thing is absolutely certain — it’s going to have no problem maintaining high margins. If Intel chips on 14nm are nearly half the size of what TSMC can offer, then Intel’s nascent foundry business will be able to command very preferential prices. It won’t put TSMC or GlobalFoundries out of business, but it will attract those customers willing to pay top dollar for the latest and greatest in foundry capability. [Except for anyone who competes with Intel.]

"And this is where the foundry gap we’ve talked about before seriously springs into play. Intel is actually a bit behind TSMC at the moment, but steep scaling from 22nm to 14nm for Intel gives it a huge edge by the next node, and a deeper advance by 10nm."

"If you care about transistor density, Intel does expect to still be leading the pack — and by a greater margin than it is today."

Please note the contradiction.

Your spewing (directly or otherwise) of the Intel party line is not exactly convincing.

fpg