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Comment: Re:Actually...about Intel... (Score 1) 230

by edxwelch (#48749935) Attached to: AMD, Nvidia Reportedly Tripped Up On Process Shrinks

No, that's not it.
Intel said that they will provide foundry services for any company willing to pay the price, no exceptions.
The reason Intel is a non-option for AMD and Nvidia is, obviously, the price is too high.
Intel are accustomed to enjoying a 65% margin and that's the way they want to keep it. Brian Krzanich publicly stated this at the Citi 2014 Global Technology Conference in so many words.

Comment: Re:bean counters ruin another company (Score 1) 230

by edxwelch (#48749845) Attached to: AMD, Nvidia Reportedly Tripped Up On Process Shrinks

Ha ha. You really think owning a fab is advantagous?
AMD did have it's own fab and the massive capital expenditure to keep that going nearly drove them to bankruptcy. Neither AMD nor Nvidia have the volume to justify owning their own fab.
The fabless model works just fine - you will note that Apple and Qualcomm, the companies getting first tabs on 14/16nm, are both fabless companies.

Comment: Re:bean counters ruin another company (Score 1) 230

by edxwelch (#48749827) Attached to: AMD, Nvidia Reportedly Tripped Up On Process Shrinks

Ha ha. You really think owning a fab is advantagous?
AMD did have it's own fab and the massive capital expenditure to keep that going nearly drove them to bankruptcy. Neither AMD nor Nvidia have the volumn to justify owning their own fab.
The fabless model works just fine - you will note that Apple and Qualcomm, the companies getting first tabs on 14/16nm, are both fabless companies.

Comment: Avoiding the ire of chinese government (Score 1) 33

by edxwelch (#48538689) Attached to: With Eyes on China, Intel Invests Billions In Mobile Ambitions

Investing in Chinese companies is probably a tactic to get on the good side of the Chinese government.
Consider what Intel is doing in China: giving away subsidised SoC's that compete directly with local Chinese companies. That sort of anti-competive behavour normally attacts tariffs (a similiar sort of thing has happen before US Department of Commerce Ignores WTO, Imposes Preliminary Anti-Dumping Tariffs of 26-165%

Comment: Re:Any AMD equivalents out there? (Score 3, Informative) 78

by edxwelch (#48481589) Attached to: Intel Core M Notebooks Arrive, Lenovo Yoga 3 Pro Tested

AMD will probabably leave the tablet market:
http://www.pcworld.com/article...

The tablet market is in a price battle and profit margins for chip makers are minuscule, said Kevin Lensing, senior director for mobility solutions at AMD.

âoeWeâ(TM)re evaluating [tablets] closely. Itâ(TM)s not our priority,â Lensing said.

Comment: Re:Dumping (Score 1) 75

by edxwelch (#48410399) Attached to: Intel Announces Major Reorg To Combine Mobile and PC Divisions

Considering that the USA reciently put tariffs on Chinese produced solar panels, because they were being subsidised by the Chinese government. I wonder if the Chinese could do the same thing, as Intel's subsidised SoC's are competing primarily in the Chinese market against local Chinese companies (i.e Mediatek)

Comment: Re:Cost per wafer? (Score 2) 91

by edxwelch (#48374587) Attached to: Intel Claims Chip Suppliers Will Flock To Its Mobile Tech

Yes, cost per transistor is what matters, but still it's not clear that Intel's cost per transistor isn't more expensive than other foundries, as they make high margin CPUs and can easily absorb larger costs. Also, the fact that Intel has to heavily subsidise their Bay Trail chips to compete with ARM SoC's is a possible indication of higher manufacture costs.

Factorials were someone's attempt to make math LOOK exciting.

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