Intel: "Fabless model collapsing". Is it correct?

Intel’s top process technology exec says the foundry model is collapsing.  A good manufacturing process is only one of the factors that leads to success in product and circuit strategies. Intel had been leading in manufacturing with the HKMG process since the 45nm process.

However, they were not able to use their manufacturing clout to lead in new areas such as the mobile phone microprocessor market.

TSMC, GlobalFoundries, and UMC will have to work closer with the fabless companies sharing resources and cost to address these challenges.


Ron Maltiel