Another Intel outsourcing deal comes to light
This is new and a bit of a puzzler
SemiAccurate just learned about another big outsourcing deal that Intel just signed. While this one is not as straightforward as the others we exclusively told you about, it is pretty big.
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.
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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.
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Charlie Demerjian is the founder of Stone Arch Networking Services and SemiAccurate.com. SemiAccurate.com is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of SemiAccurate.com, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint
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