You might recall that this deal isn’t the first Intel has signed in the recent past. SemiAccurate brought you the first news of the GPU outsourcing in July, then the size of the TSMC order in October, and finally their most audacious plan a few days ago. If you run the numbers, this last one should cover Intel’s wafer start shortfall due to the lack of 10nm wafers, assuming the new CEO signs the deal.
That still leaves a big gap for 2021 and 2022 which is likely what today’s news is meant to partially address. That said it is still a bit of a head-scratcher for technical reasons.
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Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
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