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Broadcom, TSMC eye possible Intel deals to split storied chipmaker

88 点作者 0xbs0d3 个月前

20 条评论

lenerdenator3 个月前
Right now, I&#x27;m imagining AMD as Danny DeVito&#x27;s character, Frank Reynolds, in that episode of Always Sunny where the gang wrestles for the troops. He&#x27;s the Trashman, which is an awful wrestling persona, but at the end of the match, everyone else is seriously injured on the floor of the ring. With a bewildered look on his face, he slowly raised his arms, and the crowd went wild.<p>Sometimes you just gotta stick to the core competencies and stick to them well.
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m4rtink3 个月前
Broadcom getting involved with VMware did wonders for all VMware customers - I&#x27;m sure all current users of Intel products and services are also delighted in a similar manner! ;-)
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bornfreddy3 个月前
God please no, we need competition. Whoever fired Pat Gelsinger should be fried.
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thedougd3 个月前
What a nightmare. Imagine Broadcom merging with IBM. They&#x27;d have the legacy IT market cornered whether virtualized x86 or mainframe, customers be damned. Perhaps they already do. Mainframe users often rely on CA Tech&#x27;s software, which Broadcom bought years ago.
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nickdothutton3 个月前
Barbarians at the Logic Gate.
rwmj3 个月前
Broadcom getting involved with Intel will be excellent business ... for all of Intel&#x27;s competitors.
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m4r1k3 个月前
Tsmc might be good for the fab business. Broadcom very very bad for everything else. Broadcom historically doesn’t acquire, it kills.
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andrehacker3 个月前
Hm, bad news for Oregon. From this article: <a href="https:&#x2F;&#x2F;www.oregonlive.com&#x2F;silicon-forest&#x2F;2024&#x2F;12&#x2F;intel-sputters-jeopardizing-oregons-financial-engine.html" rel="nofollow">https:&#x2F;&#x2F;www.oregonlive.com&#x2F;silicon-forest&#x2F;2024&#x2F;12&#x2F;intel-sput...</a><p>Oregon exports more than $30 billion worth of electronics annually, most of which are semiconductors manufactured in Intel’s Hillsboro factories.<p>----------<p>The company employs more people than any other business in the state. ----------<p>The state’s chip industry pays an average yearly wage of more than $150,000, according to government data, well over double the state average. Hefty pay from Intel is an especially big deal in Oregon, which relies on personal income taxes for the bulk of state revenue.<p>---------- ...Intel might consider selling its business off in pieces.<p>That could be calamitous in Oregon, turning Intel’s huge local campuses into satellite operations of other companies that don’t need the full range of corporate and technological functions that have been the foundation of Intel’s Hillsboro sites for decades.<p>“The people who work at Intel have to be really panicked,” Hutcheson said.<p>Intel’s research factories in Hillsboro support high-volume production sites in Arizona, Ireland, Israel and -- soon -- in Ohio. If that manufacturing network were someday to break up, it’s not clear what role would be left for the company’s top engineers and scientists in Oregon.
znpy3 个月前
I wonder if this couldn&#x27;t be the chance for Apple to make the definitive move towards vertical integration. If you think about it, it&#x27;s the only missing part in their vertical integration story.<p>It would really be a sad day and the begin of truly dark era for the entire computing industry, though.<p>As an alternative... Amazon would probably be another interesting buyer. Amazon is another company dead serious about having their own silicon. And owning the main supplier of x86 chips as well in-house capabilities to manufacture their own Graviton chips would give them an incredible edge over other cloud computing providers.
ralfn3 个月前
Broadcom is a very hostile and abusive company. That would be the end of Intel chips.<p>Things Broadcom would do: sell you a chip, nerf if after a year and charge you a subscription to unnerf.<p>Look at what they did to VMWare. If you were a VMWare customer you were and are in deep shit right now. The fact this conversation between Intel and the Grim Reaper is taking place means everybody, from consumers to OEMs to clouds need to divest away from Intel today.<p>Sell what you have while you still can get some cash for it and remove it from consideration for any future plans.
ThinkBeat3 个月前
Why would TSMC want to buy factories from Intel?<p>Intels plants are far from start of the art. Given their inability to compete and catch up with TSMC
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drewg1233 个月前
I wonder how much this is costing Intel in terms of enterprise sales? I&#x27;m guessing that headlines like this will accelerate the switch to AMD and ARM. Who wants to design servers around chips from a company that is not likely to exist in its present form? That opens up all kinds of supply chain and support concerns.
dboreham3 个月前
Revenge of the MBAs.
gomijacogeo3 个月前
Anyone who buys Intel would probably be making the same mistake Boeing did with McDonnell Douglas.
xbmcuser3 个月前
My hope for China reaching parity on node size or at least get close to it grows each day.
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ChrisArchitect3 个月前
Gift link: <a href="https:&#x2F;&#x2F;www.wsj.com&#x2F;tech&#x2F;broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b?st=1BiBsn" rel="nofollow">https:&#x2F;&#x2F;www.wsj.com&#x2F;tech&#x2F;broadcom-tsmc-eye-possible-intel-de...</a>
oumua_don173 个月前
Ironical that two companies led by the same CEO, the first one already acquired by BC and now the second one too!
Incipient3 个月前
Genuine question. Are there any examples of big companies getting bigger that ended well for the consumer?
011000113 个月前
I&#x27;m not seeing what Broadcom brings to the table here. They don&#x27;t have chip mfg experience. Sure, they&#x27;re a customer, but so what?<p>TSMC is not going to be motivated to build up a competitor who weakens the economic wall around Taiwan.<p>What I could see happening based on recent events is that Trump tells Taiwan they have a couple years of US security left. TSMC is then forced to consider putting more effort into mfg in the US(and other countries). What that would mean for the rest of the elec mfg supply chain is unknown. Taiwan is quite critical beyond just chip mfg.
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dang3 个月前
Since the WSJ article seems hardwalled, we changed the URL from <a href="https:&#x2F;&#x2F;www.wsj.com&#x2F;tech&#x2F;broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b" rel="nofollow">https:&#x2F;&#x2F;www.wsj.com&#x2F;tech&#x2F;broadcom-tsmc-eye-possible-intel-de...</a> to a story that reports on it.