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X
so answer me if Samsung hasn't screwed over the foundry part and 10nm didn't happen do you think they would still struggle? It's all...
Sep 12, 2025
M
Personally, I think the issues is that both were arrogant and had a business model based on being the dominant leader and people had to...
Sep 12, 2025
M
In 2021 Pat said Intel had 100 customers in the pipeline including 2 signed customers. They said Qualcomm was a customer. Then qualcomm...
Sep 12, 2025
S
so answer me if Samsung hasn't screwed over the foundry part and 10nm didn't happen do you think they would still struggle? It's all...
Sep 12, 2025
X
And Samsung has fabbed Qualcomm chips though I think that's also due to Samsung buying silicon from Qualcomm for its phones..
Sep 12, 2025
X
Samsung is an IDM as well and even more complex than Intel
Sep 12, 2025
M
excellent point.
Both Intel and Samsung were dominant leaders, very aggressive and very scary. Both are struggling now in this new...
Sep 12, 2025
K
Agreed. If they still have a monopoly over the products, that number makes sense. It's a constrained optimization problem — involving...
Sep 12, 2025
S
Samsung is an IDM as well and even more complex than Intel
Sep 12, 2025
S
I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...
Sep 12, 2025
C
I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...
Sep 12, 2025
X
I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...
Sep 12, 2025
S
That's one way to look at it.
I think the deeper game is it's in Qualcomms interest for Intel to fail and lose it's potential IDM...
Sep 12, 2025
I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...
Sep 12, 2025
Like.
so answer me if Samsung hasn't screwed over the foundry part and 10nm didn't happen do you think they would still struggle? It's all...
hist78 replied to the thread Qualcomm CEO: Intel is not an option today. We would like Intel to be an option.I’ve always felt that Intel’s IDM business model is too complicated to manage. There are many serious internal and external conflicts of...