A few days ago, a financial note went around saying AMD is going to fab chips at Intel Foundry. What has SemiAccurate heard about this deal and what does it mean?
Lets do this in the format of a Q and A session to save time.
Q: Is AMD fabbing at Intel?
A: TLDR is no.
Q: Longer answer?
A: No. No no no no, no <word unsuitable for a family site>ing way, no no no.
Q: How do you know?
A: I asked multiple people on both sides who know and everyone said it is BS. None even hinted that there is something in the works, all said the same hard no.
Q: So why did multiple financial oriented analysts and sites say it?
A: The best answer SemiAccurate has heard from multiple sources is that it appears that someone was trying to cover a short. We are not financial folk here so we can’t say but that was the opinion of several finance folk we talked to.
Q: Anything else?
A: SemiAccurate is saddened by the idiocy of the net, several of our peers, and the echo chamber who puked this BS back as fact without doing the merest shred of research, you know their job.
Q: And this surprises you why?
A: It doesn’t.
So there you have it, complete BS. SemiAccurate has covered Intel Foundry many times in the past, outed customers, and shot down rumors. Don’t believe random idiots who possibly have ulterior motives, it feeds the beast.S|A
Charlie Demerjian
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