intel outsourcing atom production... its clear that intel is not making much money with the famous atom.
maybe they should outsource the core2 and corei7 manufacturing to amd's 'the foundry'. think about it, because its clear that they aren't making too much money with the core i7 (big yields,expensive to produce).
ha,ha,ha
Will AMD and nVIDIA's graphics cards have to compete with Atom for fab space, or will they be aimed at different process nodes? I imagine TSMC might be reluctant to expand its production capacity in the short term considering the current state of the global economy...
I'm still trying to figure out what the statement is implying:
"Atom will continue to grow but, especially in price sensitive applications, if it starts requiring the creation of new fabs just to meet demand for Atom then you start to eat into the profitability of the chip."
Is this implying that Atom is a money losing chip solely designed to fill excess capacity at fabs to prevent idling? (I wouldn't think so) Is this also implying that having fabs is a money-losing business - if you're not going to build one to satisfy demand, then why create them at all? Finally, if building fabs is a money-losing proposition, why would TSMC want to engage in this deal which requires expanding their production capacity?
If Intel would need to build another fab to support Atom's spike in volume, it might make more sense to give it to TSMC. Especially since in the future Intel might have surplus 45nm tools to take back Atom's volume.
Some semiconductor companies that own fabs try to keep theirs at 100% and outsource the rest. Like if you bought solar cells for your house, it'd be a waste to invest in your peak wattage.
For TSMC, it's just more business, and if they have to increase capacity, they have so many customers that it will get used anyway.
With Centrino, you get the benefits from their marketing budget as long as you have pick the Intel components Requirement.
Now Intel will properly licenses some Portable Audio IP, as well as their already own PowerVR SGX IP, and some other form of IP, you can simply pick and match the best possible combination for your SoC to be Manufacture in TSMC.
You need a Home Server SoC? So you dont need Graphics, may be just an Atom with Intel Gigabit Ethernet, SATA Controller and USB Controller?
If what i said above is true. Then I think intel has solve the Fundamental problem in Embedded X86. Intel cant use few designs for all. Customer in Embedded market wants customised SoC specially for their job due to Cost and Power requirement.
So Now, how about an article comparing Atom and ARM Cortex A9 Single Core?
You can subscribe the SOC chip with Atom core and it is made by TSMC, which means lower price. Intel would start to compete with ARM face to face soon.
You mean compete against the XScale/PXA sold to Marvell which they owned until recently? I don't really see it in the same class as ARM-based embedded systems. Intel has always been big on embedded systems though. And they will certainly continue to be with Atom. It will however as you noted compete with it's old PXA ARMs in some devices.
Great news any how that they will be fab'd by TSMC.
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snakeoil - Tuesday, March 3, 2009 - link
intel outsourcing atom production... its clear that intel is not making much money with the famous atom.maybe they should outsource the core2 and corei7 manufacturing to amd's 'the foundry'. think about it, because its clear that they aren't making too much money with the core i7 (big yields,expensive to produce).
ha,ha,ha
GourdFreeMan - Tuesday, March 3, 2009 - link
Will AMD and nVIDIA's graphics cards have to compete with Atom for fab space, or will they be aimed at different process nodes? I imagine TSMC might be reluctant to expand its production capacity in the short term considering the current state of the global economy...pedobosz - Monday, March 2, 2009 - link
May Intel go the way of Atari......... soonVon Matrices - Monday, March 2, 2009 - link
I'm still trying to figure out what the statement is implying:"Atom will continue to grow but, especially in price sensitive applications, if it starts requiring the creation of new fabs just to meet demand for Atom then you start to eat into the profitability of the chip."
Is this implying that Atom is a money losing chip solely designed to fill excess capacity at fabs to prevent idling? (I wouldn't think so) Is this also implying that having fabs is a money-losing business - if you're not going to build one to satisfy demand, then why create them at all? Finally, if building fabs is a money-losing proposition, why would TSMC want to engage in this deal which requires expanding their production capacity?
AnnonymousCoward - Tuesday, March 3, 2009 - link
If Intel would need to build another fab to support Atom's spike in volume, it might make more sense to give it to TSMC. Especially since in the future Intel might have surplus 45nm tools to take back Atom's volume.Some semiconductor companies that own fabs try to keep theirs at 100% and outsource the rest. Like if you bought solar cells for your house, it'd be a waste to invest in your peak wattage.
For TSMC, it's just more business, and if they have to increase capacity, they have so many customers that it will get used anyway.
iwodo - Monday, March 2, 2009 - link
With Centrino, you get the benefits from their marketing budget as long as you have pick the Intel components Requirement.Now Intel will properly licenses some Portable Audio IP, as well as their already own PowerVR SGX IP, and some other form of IP, you can simply pick and match the best possible combination for your SoC to be Manufacture in TSMC.
You need a Home Server SoC? So you dont need Graphics, may be just an Atom with Intel Gigabit Ethernet, SATA Controller and USB Controller?
If what i said above is true. Then I think intel has solve the Fundamental problem in Embedded X86. Intel cant use few designs for all. Customer in Embedded market wants customised SoC specially for their job due to Cost and Power requirement.
So Now, how about an article comparing Atom and ARM Cortex A9 Single Core?
ssj4Gogeta - Monday, March 2, 2009 - link
thank God they aren't going to manufacture anything other than Atom at TSMC. I was scared.Roy2001 - Monday, March 2, 2009 - link
You can subscribe the SOC chip with Atom core and it is made by TSMC, which means lower price. Intel would start to compete with ARM face to face soon.Penti - Monday, March 2, 2009 - link
You mean compete against the XScale/PXA sold to Marvell which they owned until recently? I don't really see it in the same class as ARM-based embedded systems. Intel has always been big on embedded systems though. And they will certainly continue to be with Atom. It will however as you noted compete with it's old PXA ARMs in some devices.Great news any how that they will be fab'd by TSMC.