Fabs still need to be built, process tech needs to be proven – and Pat's gotta make it price competitive
But in any case, it looks like Intel is just over a year away from having a truly competitive process node to not only power its own chips, but sell to others. That is, of course, unless things don't go to plan, like say a court order barring the x86 goliath from using the tech, or there's yet another technical hold-up.Even if Intel can build enough fabs and commercialize a competitive process node, it ultimately has to compete on cost.
This is perhaps the biggest unknown at this point. Intel will have at least one customer that can act as a showcase — for better or worse — of what their fabs are capable of: Intel.On one hand, if their chips are good, that might be enough to convince chipmakers that fabbing their parts in Intel facilities is worth it, regardless of the cost. On the other, if Intel's chips aren't competitive the Silicon Valley stalwart faces serious problems.
Still, Intel-made chips could end up being more expensive simply because of where they're being made. TSMC founder Morris Chang has previously said that manufacturing chips at its US fab in Oregon was roughlyBut even if Intel's fabs aren't cost competitive, there may be one customer willing to pay any price for chips made in America by an American company: the good old US of A.
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