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Intel is rumored to be buying capacity at Globalfoundries
If you've seen last weeks yearly results for Intel, you know it, they cannot fab processors and chips in general fast enough. Mainly due to the fact there are still massive shortages on the 14nm node of TSMC and Samsung.
The Homebase of AMD of Global Foundries which they sold a few years ago, and it looks like Intel now is doing a swan dance with the company in order to secure orders.
Intel has delivery issues with 14nm products, they want to fab more but there just isn't any capacity left. Intel employees have been spotted in visiting Korea, which fueled rumors that it was outsourcing capacities to Samsung . The Xe HP graphics card planned for 2022 could be manufactured at TMSC.
Intel might now also be interested in placing orders with global foundries to relieve its own fabs, Globalfoundries has its focus on 4/16 nm. According to the rumor, Celerons, Pentiums and maybe Core i3 should be produced at Globalfoundries.
Intel is working on Core i9 9900 KF Series that lacks iGPU, also B365 chipset at 22nm - 12/02/2018 04:01 PM
A couple of leaked slides show some new stuff from Intel, first off with their 14nm production shortage, they will be moving what is called the B365 chipset towards a 22nm node. The chipset would rep...
Intel is Trying to Manipulate AMD Ryzen Launch? - 02/27/2017 11:07 AM
This is the story of the day for sure. Yesterday in the forums somebody asked if we received Intel review guidelines from Intel for the Ryzen review as well. A very curious question, I answered no. An...
Intel is Dropping Processor Prices in Wake of Ryzen Launch - 02/26/2017 02:27 PM
It seems that Intel is getting nervous about the AMD Ryzen launch and has started to lower prices on their processors. The equivalent 6900K model however still is 999 USD, twice as much as the Ryzen f...
Sandy Bridge chipset design flaw, Intel issues recalls - 02/01/2011 10:17 AM
Yikes -- not good -- this is just in from several web sources and now Intel confirmed it. It seems that Intel is applying
Kaarme
Senior Member
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Joined: 2013-03-10
Senior Member
Posts: 2439
Joined: 2013-03-10
#5754969 Posted on: 01/28/2020 12:47 PM
I haven't heard anything about high defect rates (poor yield) on TSMC 7nm. Shouldn't it be okay? Customers seem to be happy and it's running at 100% capacity, which limits how much AMD (and others) can sell their products. If the wafer cost is supposedly high (which I haven't heard anything about either), it's probably due to the demand. It certainly hasn't affected AMD's ability to beat Intel in price/performance.
I'll just leave this one here.
I haven't heard anything about high defect rates (poor yield) on TSMC 7nm. Shouldn't it be okay? Customers seem to be happy and it's running at 100% capacity, which limits how much AMD (and others) can sell their products. If the wafer cost is supposedly high (which I haven't heard anything about either), it's probably due to the demand. It certainly hasn't affected AMD's ability to beat Intel in price/performance.
fantaskarsef
Senior Member
Posts: 12283
Joined: 2014-07-21
Senior Member
Posts: 12283
Joined: 2014-07-21
#5754979 Posted on: 01/28/2020 01:10 PM
The question there is the cut and profit per SKU. I personally believe Intel can easily pay a bit more for fab per SKU and still make a profit, since their CPUs have a cheaper node than AMD's, and up until recently they charged a lot more for essentially the same product they're selling now, so they already made a lot of profit.
And buying additional fab capacity is more than logical if you can't keep up with demand... you already know you'll get your money back if you can feed the market.
I haven't heard anything about high defect rates (poor yield) on TSMC 7nm. Shouldn't it be okay? Customers seem to be happy and it's running at 100% capacity, which limits how much AMD (and others) can sell their products. If the wafer cost is supposedly high (which I haven't heard anything about either), it's probably due to the demand. It certainly hasn't affected AMD's ability to beat Intel in price/performance.
The question there is the cut and profit per SKU. I personally believe Intel can easily pay a bit more for fab per SKU and still make a profit, since their CPUs have a cheaper node than AMD's, and up until recently they charged a lot more for essentially the same product they're selling now, so they already made a lot of profit.
And buying additional fab capacity is more than logical if you can't keep up with demand... you already know you'll get your money back if you can feed the market.
moo100times
Senior Member
Posts: 332
Joined: 2012-06-24
Senior Member
Posts: 332
Joined: 2012-06-24
#5754986 Posted on: 01/28/2020 01:23 PM
I'll just leave this one here.
This virgin pleb is loving his 3950x
You'd think with the Billions of $ Profits Intel makes every year, they would have more fabs under their belt.
I read that intel was transitioning some fabs to new density processes, hence why reduction in their total fab capacity.
I'll just leave this one here.
This virgin pleb is loving his 3950x
You'd think with the Billions of $ Profits Intel makes every year, they would have more fabs under their belt.
I read that intel was transitioning some fabs to new density processes, hence why reduction in their total fab capacity.
Embra
Senior Member
Posts: 1155
Joined: 2014-11-19
Senior Member
Posts: 1155
Joined: 2014-11-19
#5754992 Posted on: 01/28/2020 01:41 PM
This would be a bit ironic.
This would be a bit ironic.
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You'd think with the Billions of $ Profits Intel makes every year, they would have more fabs under their belt.