Industry Expert Blogs

As many analysts have noted, it is difficult to imagine what Intel’s foundry business will look like one, two or even three years down the road because this is all new and what leading fabless player would place their well being in the hands of one who is totally new at the game. I would like to suggest there is a strategy in place that will soon lead to tectonic shifts in the semiconductor world. The assembled pieces of “no-name” startup chip companies building in Intel’s advanced 22nm trigate process include Achronix, Tabula and now Netronome. Each represent three possible solutions to high performance data path processing that may lead to Intel’s goal of dominance in the combined server, storage, networking platform. Or, perhaps they may serve as a forcing function for leading Altera, Xilinx, Broadcom, Marvell or Cavium away from TSMC and partnering with Intel. Either outcome is a win for Intel.

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