<story><title>Intel Unleashed, Gelsinger on Intel, IDM 2.0</title><url>https://stratechery.com/2021/intel-unleashed-gelsinger-on-intel-idm-2-0/</url></story><parent_chain><item><author>kcorbitt</author><text>Seems like the biggest news here is Intel committing strongly to its fab business. Walling that division off from Intel&amp;#x27;s own chip design business is critical to giving it a chance to succeed. Having a third fab with competitive tech (along with TSMC and Samsung) is great for the world!&lt;p&gt;This is pretty bad for Taiwan geopolitically though... once US chipmakers have a plausible local manufacturing alternative, the US is less likely to risk WW3 by standing up to China if&amp;#x2F;when it tries to annex Taiwan.</text></item></parent_chain><comment><author>davedx</author><text>I don&amp;#x27;t think a keynote is bad for Taiwan geopolitically. Intel have a ton of cash on their balance sheet, but they still need to &lt;i&gt;execute&lt;/i&gt; on this strategy. It astounds me what people take at face value here, considering the incredible momentum Intel needs to turn its ship around. It reminds me of Elon promising coast to coast FSD.&lt;p&gt;I also think China&amp;#x2F;TSMC is more of an economic than an existential risk. The US military doesn&amp;#x27;t need 2nm semiconductors. US manufacturers are more than capable of supplying essential US supply chains. They&amp;#x27;re just not cutting edge like the East Asian fabs are.</text></comment>
<story><title>Intel Unleashed, Gelsinger on Intel, IDM 2.0</title><url>https://stratechery.com/2021/intel-unleashed-gelsinger-on-intel-idm-2-0/</url></story><parent_chain><item><author>kcorbitt</author><text>Seems like the biggest news here is Intel committing strongly to its fab business. Walling that division off from Intel&amp;#x27;s own chip design business is critical to giving it a chance to succeed. Having a third fab with competitive tech (along with TSMC and Samsung) is great for the world!&lt;p&gt;This is pretty bad for Taiwan geopolitically though... once US chipmakers have a plausible local manufacturing alternative, the US is less likely to risk WW3 by standing up to China if&amp;#x2F;when it tries to annex Taiwan.</text></item></parent_chain><comment><author>greggyb</author><text>It is unlikely that Nvidia and AMD will want to use Intel as their foundry. It is unlikely that Intel would be willing to offer pricing compelling enough to entice those two to use their foundries.&lt;p&gt;So long as TSMC and Samsung remain competitive (note, this doesn&amp;#x27;t mean better, just close enough -- better is also fine), I expect the vast majority of AMD and Nvidia chips to be manufactured by those two.</text></comment>