Intel: How to Guarantee Higher Prices and Non Priority Deliveries of Chips from a Certain Foundry
December 14, 2021
Pretty amazing management moments have ticked down Intel’s decline over the last couple of years. Now a speech may have locked in higher prices and slower delivery of foundry produced chips. Who will do the fabbing? Intel itself. Nope. Taiwan Semiconductor or TSMC.
How did this happen? Where will water for Intel’s newly announced facilities in Arizona originate? These are two good questions. Only of which will I address. The water issue? Nope, not today. It is raining in Kentucky and there is the Ohio River. And — wait for it — an aquifer. Arizona? Sand? Collector cars. People my age.
“TSMC Founder: Pat Gelsinger Too Old to Make Intel Great Again” reports that two CEO types engaged in some good natured corporate humor. The Intel chief executive (Pat Gelsinger) allegedly quipped:
that the reliance on Taiwan as the global hub for semiconductor manufacturing was a significant risk since China had never given up plans to capture the country. “Taiwan is not a stable place,” said Gelsinger at Fortune Brainstorm Tech, reports Nikkei. “Beijing sent 27 warplanes to Taiwan’s air defense identification zone this week. Does that make you feel more comfortable or less?”
Ho ho ho.
The equally quick witted former big dog at TSMC pointed out:
But the ambitious CEO may not have enough time to bring Intel back to its glory days.
Ho ho ho.
Look for more friendly encounters between these two big outfits in the future. Geo-politics and old age are timeless sources of joke inspiration. Ho ho ho.
Stephen E Arnold, December 14, 2021
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