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2OEH8eoCRo0 5 days ago

Owning fabs is the only thing that makes Intel special IMO. There are dozens if not hundreds of fabless semiconductor companies.

If everyone chases higher margin and ditches their fabs what kind of industry are we left with? One giant fab company like TSMC? That sounds healthy!

antonkochubey 5 days ago | parent | next [-]

>There are dozens if not hundreds of fabless semiconductor companies.

How many of them develop high performance x64-64 cores?

mywittyname 5 days ago | parent [-]

Right now, it makes no sense to do so because they couldn't compete with Intel.

But if Intel joins the fabless club, all of the sudden the playing field gets much more level.

redeeman 4 days ago | parent [-]

> Right now, it makes no sense to do so because they couldn't compete with Intel.

AMD would disagree?

FirmwareBurner 5 days ago | parent | prev [-]

>Owning fabs is the only thing that makes Intel special IMO.

Maybe if you ignore they're the only player with remotely competitive discrete GPU IP for graphics and AI, after the Nvidia and AMD duopoly.