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@july
https://semianalysis.com/2024/04/02/is-intel-back-foundry-and-product/
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Robert Noyce is smiling from beyond the grave and so is Andy Grove
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Too little too late? Or do you think it's a genuine come back
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At least they are attempting to move to a system level foundry, rather than compete on wafer level foundry with TSMC etc - changes take time, and they did start to head in the right direction since 2022. Time will tell whether it pays off https://semianalysis.com/2022/02/18/intel-is-throwing-the-kitchen-sink/
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And it seems like a systems level foundry is going to important in the diverse system on module era (since the SoC era)
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