I don't get it. If TSMC has demand, then so could Intel. What am I missing?
> TSMC have red hot demand, it’s not hard to understand their urgency in setting up new fabs, wherever they may be. Intel don’t have the same incentive (...)
This is Intel's real problem.
They are also a competitor to many of their potential customers.
So, Intel needs to advance their foundry tech and they still may not get customers.
Basically what would it take for Intel to still have Apple as a customer even if Apple made their own ARM designs…
They do it all the time when they change nodes.
It is not that it cant be done. It is not reasonable or cost effective to do it without some clear incentive.
Intel doesn't have demand because they only make Intel chips, and they haven't been doing too well lately.
I think realistically you wouldn't port the exact same design between manufacturers. That would be a waste of money unless one manufacturer is really rinsing you.
More likely you'd switch manufacturers when you planned to switch process nodes anyway, in which case the increase in workload probably wouldn't be too bad.