• @TropicalDingdong
    link
    74 hours ago

    I could see them buying ARM/ deepening the relationship with ARM. But Intel?

    • @[email protected]
      link
      fedilink
      63 hours ago

      I doubt they enjoy having their balls in TSMC’s vice.

      Intel is the only option remotely available to leverage against them.

      • Starting from zero will cost bajillions and take decades to get competitive
      • Samsung’s probably not divisible in a way that makes their fabs buyable
      • They can’t buy into any of the 7nm/5nm level players in the PRC and fund their modernization due to sanctions
      • Does anyone else have sub-10nm at anything buy lab scales?