Intel touted huge wins with Qualcomm and Amazon for their foundry business, but a deeper investigation reveals there are no chips deals penned. Intel will only package for Amazon, and Qualcomm is only evaluating the technology.
Although it is fashionable to hate on Intel and probably gets this article more views, I fail to understand the point of the article. Aren't most foundry plans that are 4 years+ away mostly speculation ? No customer is going to commit to a process technology that far out...and unless there is a denial from Qualcomm, the article is also speculation. Does the author know who are the confirmed customers of TSMC 2nm? Usually neither the foundry or the company is going to confirm any contracts since it is classified information.
Amazon was announced as a packaging partner during the presentation, thats not anything new, its why Qualcomm got the first call out, and why Amazon only got a brief snippet of talk time. As for future Qualcomm products using Intel, do you really expect Amon to reply back to that question with 'We have a Qualcomm 985 chip in development we plan to make at Intel'? Most companies dont give product roadmaps past 2 years, not sure why you think he would discuss a 2025 product today.
Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips
Thanks for checking on this story
I believe Intel, they never lie.
Although it is fashionable to hate on Intel and probably gets this article more views, I fail to understand the point of the article. Aren't most foundry plans that are 4 years+ away mostly speculation ? No customer is going to commit to a process technology that far out...and unless there is a denial from Qualcomm, the article is also speculation. Does the author know who are the confirmed customers of TSMC 2nm? Usually neither the foundry or the company is going to confirm any contracts since it is classified information.
Amazon was announced as a packaging partner during the presentation, thats not anything new, its why Qualcomm got the first call out, and why Amazon only got a brief snippet of talk time. As for future Qualcomm products using Intel, do you really expect Amon to reply back to that question with 'We have a Qualcomm 985 chip in development we plan to make at Intel'? Most companies dont give product roadmaps past 2 years, not sure why you think he would discuss a 2025 product today.