- Apr 27, 2000
That's an interesting take. On the one hand, their IP and base of engineering talent has 0 experience on any nodes smaller than their 12nm node (actually 12nm+, plus the FDX nodes fwiw). So I don't see them as being helpful in directly fixing any of Intel's node problems. But they did a). absorb IBM's old fabs + staff plus IBM's 32HP node and b). license/adapt 14nm from Samsung so they do have experience on how to adapt to survive. Maybe that experience combined with a licensed node from one of the active foundries (Samsung or TSMC) would be enough to keep Intel afloat for awhile yet.I think they might be a perfect match.
I still don't see Intel surviving as an IDM of any kind without bending a knee to Samsung or TSMC.