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I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Jul 28, 2025
S
I think $ USD Billions of business probably matters more to TSMC, Samsung, and Intel than some of the public's perception of Tesla's CEO.
Jul 28, 2025
S
This seems like a huge missed opportunity for Intel.. good job Intel Board.
Jul 28, 2025
S
Maybe the profit margin isn't high enough, the CEO said IFS would not do anything if it didn't make them 50% profit margin.
Jul 28, 2025
S
File Image
On Monday, Samsung Electronics said it has signed a contract valued at $16.5 billion to supply semiconductors to a major...
Jul 28, 2025
S
I have to wonder, where is IFS?
This kind of chip can probably be manufactured on Intel 3 and 18A. Why did Intel not pursue it...
Jul 28, 2025
X
True re: volumes, but "Tesla" is running a lot of custom silicon these days - which can represent both licensing fees as well as...
Jul 28, 2025
S
I expected Intel Foundry to flop from the get go. Intel has been half-assedly trying at it for years with pathetic results. IBM and AMD...
Jul 28, 2025
S
It is quite difficult to adapt Intel's old nodes for industry use. They have several collaborations going on (with UMC, for example)...
Jul 28, 2025
X
It is also a point against the TSMC monopoly argument. Given how loud Elon Musk is it is a big point. Go Elon!
Jul 28, 2025
X
This may have been a Texas thing. Elon moved Tesla HQ from Palo Alto to Austin in 2021 due to a tiff with Gavin Newsome, Governor of...
Jul 28, 2025
K
It is quite difficult to adapt Intel's old nodes for industry use. They have several collaborations going on (with UMC, for example)...
Jul 28, 2025
As I remember it Moore's Law was an observation not a law per say. Now it is a marketing term.
Jul 28, 2025
Perhaps Elon's long-term aim is running for governor of Texas, with his new political party! Texas is important for DT and his...
Jul 28, 2025
Daniel Nenni replied to the thread Samsung to Produce Tesla Chips in $16.5 Billion Multiyear Deal.I agree, this is the type of deal that Intel Foundry can do. It is more than just wafer sales, they really are joint development...
Like.
I think $ USD Billions of business probably matters more to TSMC, Samsung, and Intel than some of the public's perception of Tesla's CEO.