Intel to open fabs to other companies?

[Borealis7]

but aren't intel fabs working 24/7/365 already to produce Intel chips? how is that going to work?

i mean, each minute they aren't producing dies is a net loss.

 

[khon]

but aren't intel fabs working 24/7/365 already to produce Intel chips?

Nope.

 

[Idontcare]

with each customer they get more money, money they can use to build more foundries.
Its not like these sort of things happen overnight.


Me neither, but I am saying that they want to try to gobble up as much marketshare as they can get away with.

Remember, Intel's business is not about making every dollar of profit they can find. That dollar of profit must come from high gross-margin activities, otherwise they won't prioritize pursuing it.

Gross margins in the foundry business are not all that great. To have break-even gross margins you must be willing to prioritize lowering your cost-structure to all else.

There is one company that I know of which comes closest to being willing to make a buck anywhere they can and that is Samsung. But their shareholders value their business model differently that Intel's shareholders value Intel's high-GM business model.

 

[magreen]

I would have thought any chance of FTC action against Intel is long gone, after the main complainants, nvdia and AMD, dropped/settled/resolved their suits.

But now that AMD is bowing out of the high-end CPU market, it's impossible to say what will happen. Who's likely to compete with Intel in the high end server and HPC space going forward? ARM?