News for hackers. Stuff that matters.

A comment on Hedge fund Third Point urges Intel to explore deal options.

Re:Hedge fund Third Point urges Intel to explore deal options by jitl on Tuesday December 29, 2020 @02:21PM (#25573667)
I’m not sure how this split would go, since Intel’s disadvantage is their poor fab performance and technology compared to TSMC - would Apple buy M1 from Intel onshore fab at 14nm? No. Would they buy at 10nm? No. They want the best - 5nm.

I am interested in seeing what Intel’s designers could achieve on TSMC 5nm, but that’s hardly the idea behind the deal here to secure on-shore chip manufacturing

[ Parent | on HN ]
Re:Hedge fund Third Point urges Intel to explore deal options by Traster on Tuesday December 29, 2020 @04:16PM (#25575135)
No, what you do is spin out the fab business understanding that it's going to hit a brick wall once it's on its own, freeing up the rest of the company to start purchasing capacity from TSMC without internal political issues.
[ Parent | on HN ]