Explains why Apple is looking to diversify their fabs with Intel. If Intel can stay on their current trajectory and become a legitimate alternative they will do very well as a fab with additional available capacity.

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bilekas 8 hours ago | parent [-]

Maybe I missed something but aren't Intel looking to wind down some of their production ?

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alex43578 8 hours ago | parent | next [-]

The key here is Intel is expanding the idea of operating their fab for an external customer (foundry services). What they’re doing with specific fabs or processes is less important relative to their bigger emphasis on working for a client like Apple.

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coder543 7 hours ago | parent | prev [-]

Not that I've heard. I searched and I see nothing. Where has Intel said they are winding down chip fabrication?

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bilekas 7 hours ago | parent [-]

I'm thinking back to over the summer, they were reducing their work force and changing the previous CEO's direction.

https://www.manufacturingdive.com/news/intel-layoffs-25-perc...

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etempleton 7 hours ago | parent | next [-]

In some areas they may be shifting resources. But a lot has happened since last summer. They have received some cash infusions and 18a is in full production with yields, apparently, at acceptable levels. Rumors are Apple has already signed on.

	▲	bilekas 7 hours ago \| parent [-]
		Ah okay, that's good news actually, would love to see Intel growing more. I know I'm rooting for their GPU range too.

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BeetleB 7 hours ago | parent | prev [-]

New CEO said he'll continue with Foundry provided he gets significant customers to justify the cost. In a recent comment/press release, Intel said they are continuing production on 14A. Ergo, they have external customers (or Trump is bullying him into it, but I suspect it's mostly the former).