Intel poised to kill AMD?

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Tony0945
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Intel poised to kill AMD?

Post by Tony0945 »

https://finance.yahoo.com/m/9fd69343-ee ... c=fin-srch

IIRC, AMD spun off Global Foundries on the advice of some management consultant. It resulted in an improved P/E because manufacturing has heavy expenses and low profit margin.

But if Intel buys GF they will hold AMD's cojones in their fist. It's like GM spinning of all of their manufacturing plants, then Toyota buys the spin off.
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Morality124
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Re: Intel poised to kill AMD?

Post by Morality124 »

Global Foundries isn't anything impressive these days... and AMD is more relying on TSMC currently last I checked.
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dont_think_twice
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Re: Intel poised to kill AMD?

Post by dont_think_twice »

Global Foundaries stopped being relevant to AMD when they announced in 2018 that they wouldn't move beyond the 14nm node. All of the important parts of AMDs products are made in TSMC fabs at nodes that GF can't do.

In many ways, you have the story 100% backwards. Both AMD and Intel had their own fabs. AMD decided to go "fabless" - meaning they would do the design, and have the chips manufactured at an independent fab. Intel stuck to it's guns and kept their fab inhouse. This allowed AMD to take advantage of the best fab capability in the world (which is TSMC), going to smaller nodes and gaining increased efficiency. TSMC did this by investing incredible amounts of money in ASML's EUV lithography machines - they are the only company in the world that makes those machines. Intel tried to put off adopting EUV, thinking they could push conventional lithography a bit further (they were already making features 10% of the wavelength of the light they were using, so who says they couldn't get to 5%?), but the process became so ridiculously complex that they couldn't pull it off. Tied to their own fabs, Intel hasn't been able to keep up AMD in the last few years.

Intel buying Global Foundries probably has nothing to do with state of the art computer processors. Intel has announced they will again be trying to act as a contract manufacturer for other design companies. They have tried this in the past, and failed, apparently because they (a) don't know how to act as a manufacturer for someone else's design, and (b) don't have the business infrastructure to support outside customers. Buying GF gives them this second part fully functioning, and helps them with the first part.
Tony0945
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Re: Intel poised to kill AMD?

Post by Tony0945 »

Thanks for the updates. All of my chips were fabbed in Germany so I assumed it was GF.

Strange wording "manufacrured in" "assembled in" "produced in" all for different countries.
I remember thinking "How strange that an American company produces chips in Germany (probably Dresden), ships them to China to be packaged then on to the USA to be sold.
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