Re:Intel outsources Core i3 to TSMC's 5nm process
by PartiallyTyped on Wednesday January 20, 2021 @12:47PM
(#25849431)
Why so? They have practically a monopoly as there is nobody that can actually compete, Samsung just isn't there, same for INTC's fabs, obviously.
In addition, more and more AI/ML accelerator startups show up with even more need for wafers and ASML has 2 year old orders on the backlog (half of their EUV's machines last year went just to TSMC).
Re:Intel outsources Core i3 to TSMC's 5nm process
by bluGill on Wednesday January 20, 2021 @01:04PM
(#25849666)
We never know when intel or Samsung will catch up, or even get ahead. They have a monopoly today, but a little bit of luck on either part and that is gone...
In addition, more and more AI/ML accelerator startups show up with even more need for wafers and ASML has 2 year old orders on the backlog (half of their EUV's machines last year went just to TSMC).