watzup_ken
High Supremacy Member
- Joined
- Nov 21, 2003
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I feel there is so much you can do if the yield is poor. If it is rumored at 10% now, I am not sure how easy it will be to raise it to something like 60% in 6 months to a year. If you look at Samsung's fab, they have been struggling with poor yield for a number of years now, and don't seem to have a way out of it even today. I don't think the rumor is that far off because even Broadcom also mentioned about the poor yield with Intel 20A that will likely impact any derivative of it, i.e. 18A.To early to tell how good or how bad Intel 18A will be.
Even the above article mentioned the following.
That being said, personally I think Intel should indeed split and Intel Product will still be a good company with good future. Intel Foundry will still be able to stay afloat with the help of the US Government but I tend to think it will difficult to be able to compete with TSMC or even Samsung any time soon.
That's why I always think that Pat's strategy to focus on Intel's foundry business is a very bad mistake. Their foundry business will certainly ensure that the government will bail it out (so it is like a safety net) if it tanks, but it will result in continuous financial bleeding, especially when their fab yield is not good and there is no significant customers signing up for it.

