Foundry Model Challenges Intel

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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.

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.

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.

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