Intel's decision to consider outsourcing manufacturing heralds the end of an era in which the company, and the US, dominated the semiconductor industry
- World's largest chipmaker considers outsourcing manufacturing — Crucial technology expertise is shifting overseas, to TSMC Tweets: @amirmizroch , @ralpheezy , @bilalfarooqui , @esaagar , @iancutress , @scottlincicome , @business , and @kausmickey Tweets: Amir Mizroch / @amirmizroch : Intel is Israeli tech's largest employer. This could go either way: Intel invests more into its Israel-based R&D and acquires more chip startups, or it starts to fold production. An important story to watch here. https://www.bloomberg.com/... via @technology Ralph / @ralpheezy : “With the latest push out of process technology, we believe that Intel has zero-to-no chance of catching or surpassing TSMC at least for the next half decade, if not ever,” Susquehanna analyst Chris Rolland wrote in a research note. https://twitter.com/... Bilal Farooqui / @bilalfarooqui : Andy Grove just rolled over with rage in his grave https://twitter.com/... Saagar Enjeti / @esaagar : “By outsourcing leading edge technology, presumably to TSMC, Intel would give up what has been its main source of competitive advantage for 50 years” https://twitter.com/... @iancutress : @Techmeme @ianmking Wrong. Intel has been outsourcing some of its parts to TSMC for years. FPGAs, power inductors. What's new is that some inside Intel want to use TSMC more, and others only want to use TSMC more as an absolute last ditch too-late resort. Scott Lincicome / @scottlincicome : This has nothing to do with China and certainly won't be fixed by a taxpayer bailout: “We view the roadmap missteps to be a stunning failure for a company once known for flawless execution, and could well represent the end of Intel's computing dominance” https://twitter.com/... @business : Intel's decision to consider outsourcing manufacturing heralds the end of an era where the U.S. dominated the semiconductor industry. The move could reverberate well beyond Silicon Valley https://www.bloomberg.com/... Mickey Kaus / @kausmickey : This is depressing, at least if you want things to be made in the U.S. https://www.bloomberg.com/...