This almost ensures profitability, because with only 2 competing foundries, TSMC and Samsung/Intel, it’s easier to “agree” on price levels than if they were 3.
Still 2 competitors is way better than a TSMC monopoly.
Intel & Samsung Are Reportedly Inking A "Foundry Alliance", Sharing Production Facilities Along With Process Tech
Submitted 4 weeks ago by Alphane_Moon@lemmy.world to technology@lemmy.world
Comments
Buffalox@lemmy.world 4 weeks ago
Korkki@lemmy.world 4 weeks ago
That’s one way to kill off the remaining American foundry business, since if US can’t compete now and Korean and Chinese workers are as good, then there is no reason to shift production off in the long term.
Buffalox@lemmy.world 4 weeks ago
I don’t see how this would seriously impact for instance Global Foundries? Lots of things aren’t bleeding edge.
AFAIK Global Foundries survive on niche productions and on being a trusted partner. Despite not being nearly as well known as TSMC Intel and Samsung. Global foundries is the #3 biggest foundry in the world by revenue.en.wikipedia.org/wiki/GlobalFoundries
As of 2023, GlobalFoundries is the third-largest semiconductor foundry by revenue.
LavenderDay3544@lemmy.world 4 weeks ago
GlobalFoundries is American in name only. It’s owned by the Saudis.
LavenderDay3544@lemmy.world 4 weeks ago
Korea and Taiwan are already ahead of the US in semiconductor fabrication so IDK what you’re talking about. The US also isn’t competitive on cost of production either. The only reason for anyone to build a fab here is for geopolitical reasons and because the government is giving away billions in tax dollars to subsidize it.
GamingChairModel@lemmy.world 4 weeks ago
Did Intel ever get its foundry business off the ground? I remember some announcements in the last year or two, and then some rumors of yields not being good enough for the customers to move forward, and now some rumors of Intel thinking of spinning off the business. This partnership might be a watered down version of those plans.
Buffalox@lemmy.world 4 weeks ago
Last I heard Intel claimed that their next process 18A should be on track and amazing.
But as far as I remember they said the same about the current 20A process.It looks weird that they call it Angstrom when his name was Ångstrøm. I know that’s the name of the international unit, but still.
If you can’t spell or pronounce a name correctly, maybe you should call it something else.
It’s like they are struggling to be cool, but instead they look goofy.Maybe we should call mr. Gelsinger for mr. Geringer here, which would mean smaller in German.
LavenderDay3544@lemmy.world 4 weeks ago
This is just both of them trying to cope with falling behind TSMC permanently.
Buffalox@lemmy.world 4 weeks ago
Yes I think that’s exactly it. From what I’ve heard, Samsung has about the same problems Intel does, sharing know how might help both overcome that, so they can compete with TSMC, alone they don’t seem able to realistically match TSMC.