I wonder what impact a truly high end CPU being open would have on the fab industry.
Right now, there’s a lot of manufacturing secret sauce; if you took an Intel design, it would require significant rework to perform well on Samsung or TSMC process.
Fab owners would have a vested competitive interest to customize the design to perform better on their tooling.
Conversely, buyers might develop a renewed interest in second-sourcing-- if you can take your chip to any fab, you have more control over your supply chain.
I wonder what impact a truly high end CPU being open would have on the fab industry.
Right now, there’s a lot of manufacturing secret sauce; if you took an Intel design, it would require significant rework to perform well on Samsung or TSMC process.
Fab owners would have a vested competitive interest to customize the design to perform better on their tooling.
Conversely, buyers might develop a renewed interest in second-sourcing-- if you can take your chip to any fab, you have more control over your supply chain.