• Ashraf Eassa
    $ALTR fabbing at $INTC means that $XLNX will also need to move to $INTC to avoid getting left in the dust.
    2/25/13
    Reply (13)
    • Whitehawk: Fab volume for the ALTR run? Is this just a one-off?
      2/25/13
    • Ashraf Eassa: It seems as though $ALTR is ditching $TSM "permanently".
      2/25/13
    • Whitehawk: This story has Altera and TSMC "reaffirming" their partnership: http://bit.ly/W9frr6.
      2/25/13
    • Ashraf Eassa: Seems like the bleeding edge goes to $INTC and then the lower end stuff goes to $TSM, then?
      2/25/13
    • Whitehawk: I had heard that some FPGA startups were doing PoC fab runs at INTC on their advanced lines. Low vol, given PoC.
      2/25/13
    • gethigh: @Whitehawk. You're correct. Programmable logic startups like Tabula and Achronix are working with $INTC newest 22nm process.
      2/25/13
    • gethigh: FPGAs on Intel's process is easy to do, but let's see if they can catch a big SoC player from TSMC (or even GlobalFoundries).
      2/25/13
    • Ashraf Eassa: They wouldn't take a big SoC player...because they design and sell their own SoCs.
      2/25/13
    • gethigh: @Ashraf ...which probably proves the point that Intel won't suit the needs of those using non-Intel IP (as Samsung was to Apple).
      2/25/13
    • Ashraf Eassa: The goal is for Intel to make better chips than those guys and make them realize that building their own chips is silly.
      2/25/13
    • Goinidias: $xlnx likely can't go to intel. The 12 year deal with apparently prohibits intel from taking business from $altr's major competitors.
      2/26/13
    • ephud: Goinidias - Altera must have paid quite a price for that exclusivity.
      2/26/13
    • Goinidias: Probably. I imagine intel doesn't want a price war, so putting them in position to charge a premium isn't bad for intel.
      2/27/13
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