Archean
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Intel's fab flexing may pay off big amid capacity shortages
There’s a semiconductor manufacturing capacity problem and Intel appears to be one of the few players that can control its own destiny. For years, Intel has preached that its manufacturing prowess—it is one of the few chip makers that has its own fabs—is a competitor differentiator. Indeed, Intel and its tick-tock cadence produces smaller more powerful chips at a steady rate.
Intel’s bet on manufacturing appears to be paying off now. Why? A bevy of competitors are wrestling with their contract manufacturers to increase capacity.
IF Intel can pull off the coup I.e. convince Apple to ditch ARM provided x86 SoCs become dominant in performance & power efficiency, the very dynamics of mobile computing may indeed change.
There’s a semiconductor manufacturing capacity problem and Intel appears to be one of the few players that can control its own destiny. For years, Intel has preached that its manufacturing prowess—it is one of the few chip makers that has its own fabs—is a competitor differentiator. Indeed, Intel and its tick-tock cadence produces smaller more powerful chips at a steady rate.
Intel’s bet on manufacturing appears to be paying off now. Why? A bevy of competitors are wrestling with their contract manufacturers to increase capacity.
IF Intel can pull off the coup I.e. convince Apple to ditch ARM provided x86 SoCs become dominant in performance & power efficiency, the very dynamics of mobile computing may indeed change.
