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Technology Stocks : Semi Equipment Analysis
SOXX 291.39+2.8%Nov 26 4:00 PM EST
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To: Sam who wrote (85368)7/27/2020 10:26:32 AM
From: Kirk ©  Read Replies (1) of 95480
 
I thought Intel was ALREADY outsourcing many chips....
I don't understand why TSM can do what Intel with all of its own resources somehow can't do. I don't understand why that can't be fixed internally and why Intel doesn't Just Do It, as Nike used to say.
Intel bought Altera awhile back. I believe Altera programmable chips were made by TSMC.

Guessing:

Since they are programmable, they can get around minor yield issues by having larger chips and not using a bad section.

I believe that "fix" allows TSMC to get into volume production with lower yield sooner and thus "fix" the yield issues sooner for use with microprocessors where you can't program the chip to get around yield issues: a uP chip is either good or bad. Intel being smaller volume, may have lost their advantage they once had for being number 1.

This was the first time I heard the new CEO and my first impression was not great, he's not polished and not an engineer. This may have influenced the analysts too.
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