- Joined
- May 18, 1997
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Charlie over at SemiAccurate has somewhat of a story today that is not the usual tell-all that he likes to publish, but is rather a rolling rumor factory. Not that there's anything wrong with discussing rumors. Charlie is billing this as Intel's failed 10nm "crushing as "$20+B market cap tech giant." As always, quite the read.
The customer in question put their entire upcoming line of chips at Intel on 10nm, and Intel failed. There was no Plan B, no out, and according to multiple sources, the customer in question can not survive. This is mainly due to a major industry transition that is going on now, the company in question will not have a product to sell into it. This isn’t a mom and pop company with a trivial product line, it is a foundational technology giant.
The customer in question put their entire upcoming line of chips at Intel on 10nm, and Intel failed. There was no Plan B, no out, and according to multiple sources, the customer in question can not survive. This is mainly due to a major industry transition that is going on now, the company in question will not have a product to sell into it. This isn’t a mom and pop company with a trivial product line, it is a foundational technology giant.