Is Intel’s fab strategy a good idea? AMD exec thinks not
I am putting this up as a different take on Intel’s recent strategy. I found the comment interesting since it’s a company that has gone the completely opposite direction. Time will tell who is right. 🙂
Asked at the Canalys EMEA Forum 2023 if Intel can succeed [on it’s fab-focused strategy], Darren Grasby, exec VP for strategic partnerships and president of AMD EMEA, replied emphatically: “Of course not.”
He hinted that the decision to embrace contract manufacturing could be a turn that Intel might come to regret.
“Intel has gone down these paths,” he said, “and if you think about the journey of AMD we had our own fabs many years ago and we chose to go fabless, and it was the turning point of the company that allowed us to invest those R&D dollars into the roadmap, and they’re the roadmaps that are bringing that product and leading edge technology to market today.”
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