You might recall that this deal isn’t the first Intel has signed in the recent past. SemiAccurate brought you the first news of the GPU outsourcing in July, then the size of the TSMC order in October, and finally their most audacious plan a few days ago. If you run the numbers, this last one should cover Intel’s wafer start shortfall due to the lack of 10nm wafers, assuming the new CEO signs the deal.
That still leaves a big gap for 2021 and 2022 which is likely what today’s news is meant to partially address. That said it is still a bit of a head-scratcher for technical reasons.
Note: The following is for professional and student level subscribers.
Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
Latest posts by Charlie Demerjian (see all)
- Intel said something important on their Q4/2020 analyst call - Feb 1, 2021
- AMD launches Ryzen 5000 Mobile APUs - Jan 26, 2021
- AMD’s Genoa gets a little clearer - Jan 25, 2021
- Another Intel outsourcing deal comes to light - Jan 20, 2021
- Qualcomm buys Nuvia for $1.4 Billion - Jan 13, 2021