• Reading Note
Why Intel has to make its foundry business work
Historically, Intel has (1) designed and (2) manufactured its chips that it sells (primarily into computer and server systems). It prided itself on having the most advanced (1) designs and (2) manufacturing technology, keeping both close to its chest. In the late 90s/00s, semiconductor companies increasingly embraced the “fabless model”, whereby they would only do the (1)...