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Comment on Intel’s Troubles Complicate U.S. Chip Independence

GiddyGap@lemm.ee ⁨2⁩ ⁨months⁩ ago

good riddance to bad rubbish.

Well, that’s the thing. They are kind of “too big to fail” and Intel is too important for the US to let it fail or even get behind the curve.

There’s probably more government money headed their way. Just like there is more foreign government money headed to their competitors in other countries. It might become more of a subsidy battle between governments than a money-making competition between companies.

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Varyk@sh.itjust.works ⁨2⁩ ⁨months⁩ ago
the curve is firmly set by Taiwan, Intel is playing catch up at best.

Intel is just the right size to fail.

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- GiddyGap@lemm.ee ⁨2⁩ ⁨months⁩ ago
  I don’t think that’s necessarily true.
  
  Much of Intel’s foundry future is bet on Intel 18A, the company’s next leading-edge semiconductor production process. This “1.8-nanometer” production process will combine multiple Intel innovations including 3D hybrid bonding, nanosheet transistors, and back-side power delivery. Demler says that, if all goes to plan, Intel’s 18A should compete directly with, or even exceed, TSMC’s upcoming 2N process technology.
  
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  - Varyk@sh.itjust.works ⁨2⁩ ⁨months⁩ ago
    “bet”, “next”, “will”, “if”, “plan”, “should”.
    
    that’s a lot of faith to place in the unproven optimistically hypothetical next steps of a company way behind the firmly established innovation, dominance and reliability of TSMC semi fab.
    
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    GiddyGap@lemm.ee ⁨2⁩ ⁨months⁩ ago
    Sure, but it’s also hard to bid against a company that we all know the US government is not going to let fail.
    
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