Foundry Model Challenges Intel

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Himanshugupta
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tough model to follow
Himanshugupta   8/28/2013 2:26:51 PM
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Intel has always prouded itself on producing the most advance chips and selling it to others. If Intel moves into foundry then it will not remain Intel but it will just another TSMC or GF. I think Intel should rather look for a different model where it could find a better usage of its chips and keep producing quality over quantity.

Hailey Lynne McKeefry
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Slippery slope
Hailey Lynne McKeefry   8/28/2013 7:41:39 PM
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I've always admired Intel for its clear focus--and i understand what's getting them to this place of considering offering foundry services. It will be really interesting to see how it evolves. thanks for the deep dive on this topic.

Tam Harbert
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Re: tough model to follow
Tam Harbert   8/30/2013 2:47:15 PM
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The problem is that Intel needs the quantity in order to justify its large capital expenditures. It needs to keep those fabs full. And with the PC market waning, unless Intel starts selling a lot more chips into other markets like smartphones and tablets, it won't be able to do that. The alternative is the foundry model. It may not have a choice.

tech4people
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Re: tough model to follow
tech4people   8/31/2013 11:58:50 AM
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Tam,

What about Automation/Core Manufacturing/Medical Applications?

How is Intel performing there?

I know they got onto the Mobile Game very,very late but does it mean that it really is Game over for them?

After all,Looking at current Trends I see Mobile Sales also falling Globally(same thing happened in 2012 as well as Consumers start to become uber-cautious about Spending their Hard-earned Money as the Recession starts to bite!);also if your Cellphone can work very well for 2 years(average Replacement time for most Western Consumers) maybe it can work well for 3-4 years as well?

After all Cellphones(like any Electronic Item) is a depreciating asset for Consumers;so Why keep wasting you Hard-earned Savings on it?

Regards

Ashish.

tech4people
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Re: tough model to follow
tech4people   8/31/2013 12:00:00 PM
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Himanshu,

My Sentiments precisely.

Don't you also feel that Medical Industry holds a lot of promise today?

 

pocharle
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Re: tough model to follow
pocharle   8/31/2013 1:44:58 PM
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Of course it does. There will always be funding for biotech & research. So it's a revolving door of promising advancements.

Jacob
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Re: tough model to follow
Jacob   8/31/2013 11:52:07 PM
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"Of course it does. There will always be funding for biotech & research. So it's a revolving door of promising advancements."

pocharle, i feel lots of scops are there in this type of applications. Technologies are in place, but we have to transform or port such technologies to application levels.

Jacob
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Re: tough model to follow
Jacob   8/31/2013 11:52:12 PM
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"My Sentiments precisely. Don't you also feel that Medical Industry holds a lot of promise today?"

Tech4people, but i personally feels that medical elctronics sector is one of the promising domain

pocharle
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Re: tough model to follow
pocharle   9/14/2013 12:11:45 PM
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That process is the difficult part. Turning theory into reality.

Jacob
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Re: tough model to follow
Jacob   9/19/2013 6:21:40 AM
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"That process is the difficult part. Turning theory into reality."

pocharle, you are right. Fine turning the devicess in to application for better performance

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