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.

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.

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

pocharle
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Re: tough model to follow
pocharle   9/22/2013 8:49:19 PM
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Performance can be turned into a whole different conversation. It's such a subjective thing that creating "performance baselines" is tough in itself.

Jacob
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Re: tough model to follow
Jacob   9/23/2013 6:03:56 AM
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"Performance can be turned into a whole different conversation. It's such a subjective thing that creating "performance baselines" is tough in itself."

Basically software or devices are creating with a minimum performance guarantee. So fine tuning will help to derive maximum out of it.

pocharle
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Re: tough model to follow
pocharle   9/23/2013 7:48:10 PM
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I know that. But usually you'll find that the 'performance' baseline by most vendors would not be even acceptable in most environments.

The tweaks involved to get the most out of your investment usually requires time and load testing on your own or with the help of experts.

Jacob
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Re: tough model to follow
Jacob   9/24/2013 12:22:35 AM
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"But usually you'll find that the 'performance' baseline by most vendors would not be even acceptable in most environments."

Pocharle, that's why companies are giving only minimum performance guarantee and not any guarantee about maximum performance.

pocharle
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Re: tough model to follow
pocharle   9/30/2013 9:48:56 PM
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I understand that. This is why the intersection between performance & compatibility becomes paramount if you're going by the vendors guidelines.

Jacob
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Re: tough model to follow
Jacob   10/4/2013 5:54:41 AM
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"This is why the intersection between performance & compatibility becomes paramount if you're going by the vendors guidelines."

Pocharle, but we have to look for vendor parameters too.

pocharle
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Re: tough model to follow
pocharle   10/12/2013 3:53:14 PM
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I understand that. I'm talking about the initial stages of the process.

Jacob
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Re: tough model to follow
Jacob   10/13/2013 11:25:23 PM
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"I understand that. I'm talking about the initial stages of the process."

Pocharle, thanks for ur understanding.

pocharle
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Re: tough model to follow
pocharle   10/18/2013 8:59:24 PM
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NP

Jacob
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Re: tough model to follow
Jacob   10/19/2013 12:40:24 AM
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"NP"

pocharle, NP means?

pocharle
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Re: tough model to follow
pocharle   10/21/2013 7:28:00 PM
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It's the abbreviation for "No Problem"

Jacob
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Re: tough model to follow
Jacob   10/21/2013 11:19:33 PM
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"It's the abbreviation for "No Problem""

Pocharle, Thanks for the clarification.

pocharle
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Re: tough model to follow
pocharle   10/22/2013 8:07:06 PM
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Glad to help.

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

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.



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