Quote from: opelit on January 28, 2021, 16:45:50I can only guess that part of the strategy is offloading some of the lower margin production so they can free some capacity for higher margin production. To compensate less than ideal yields. It doesn't look like high-end CPUs, which are relevant to us, will be outsourced. But I'm not watching it closely. It doesn't look like their own facilities will be sitting idle.
If they sell own fabs then I'm fine when they will go fab-less. If no... then wtf. They will not produce and will not allow others to produce as well in this way.
Quote from: opelit on January 28, 2021, 16:45:50They still plan to regain manufacturing superiority. And Intel has such huge volume that nobody could satisfy their needs. Whole new facilities would have to be built. The only way for them to go fab-less would be to split the company which would solve exactly nothing. It would just shield their design side from any economical problems of their manufacturing side. That would be a monumental resignation. Intel is, after all, historically a manufacturing company.
If they sell own fabs then I'm fine when they will go fab-less. If no... then wtf. They will not produce and will not allow others to produce as well in this way.