Re:Intel Announces Retirement of CEO Pat Gelsinger
by etempleton on Monday December 02, 2024 @10:56AM
(#42297382)
Apple is interesting. They certainly have the money and I think the idea of fabricating their own chips appeals to Apple, but at then end of the day I don't really think it makes sense. Apple won't want to fab for others or design chips for others.
The only way it happens is if it is kept separate kind of like the Beats acquisition. Apple lends some chip designs to Intel and Apple starts fabricating their chips on Intel fabs, but otherwise the companies operate independently.
I can see them wanting certain parts of the business (GPU mainly) but on a whole it doesn't make a lot of sense.
I don't see Intel as a single entity being valuable to any US business really. You're essentially buying last years fall line, theres very little use for Intel's fabs without a huge amount being spent on them to get them up to modern standards.
It'll all come down to IP and people that'll be the true value.