![]() ![]() That's how Intel failed its foundry attempt before so simply avoid Intel culture by buying an already working culture makes a lot of sense. When you are an IDM, many process-design interfaces break or have to be formalized in ways that were never imagined or learned by the organization. Not surprising given the pain seen when AMD split off its fabs to form GF, when it abandoned being an IDM vertical fab. They tried 10 years ago and the entire process was 100% Epic Fail. This probably is the best way for Intel to become a foundry. Now much of that knowledge is having to be reinvented and rediscovered from scratch (because it was tacit knowledge that never could be recorded into books or other writing). It was a night-and-day change and lots of knowledgeable people were scattered to the wind back then. This Intel situation is certainly part of "keeping it in the USA" though it would have been far easier and cheaper to prevent outsourcing back in the mid-1990s when Silicon Valley's silicon ebbed out of the country. LOTS of companies are either suing or thinking of suing GF for failure to uphold technology development/adoption agreements. Perhaps a very smart move from Gelsinger, time will tell, in the meantime I'll have a laugh at Intel buying AMD's old fabs :) If Intel truly wants to go in the foundry direction, they'll get some interesting outside experience, and while it may not make sense from a pure process point of view, considering how much of a sore point their inability to make it work has been on their previous attempts, the idea may have a lot of merit. Loads of announcements, few products if any coming out, and when it worked, they ended up buying their customers anyway, see Altera.
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