Purana Archer (ancientarcher.delete@this.gmail.com) on October 1, 2013 5:52 am wrote:

> all of you are assuming that the ARM fab ecosystem is making losses after selling such
> cheap silicon. not true at all. TSMC and Samsung foundry are still making money.

> As for capex, Intel will spend $11bn in 2013 with $2bn reserved for 450mm trial (not >production, just trial).

> TSMC will spend $10.5bn and Samsung $7-8bn. GloFo will spend $5bn.

You realize that Samsung spends most of its capex on DRAM and NAND, right? Moreover, most of these folks are just spending money to replicate work that Intel has already done.

> The ARM ecosystem spends significantly
> more and all these players are making money.

Global foundries isn't making money. TI already bailed from the mobile market. It's not clear that it's that good of a market.

>Just look at TSMC's P&L. So what is the outlook for Intel's
> edge in process node? How long will it sustain with these guys bearing down on it at such >a rate...

Why don't you tell us? Right now, Intel is 1.5-2 years ahead of everyone else in terms of moving to the next node, and 3-4 years ahead in terms of performance enhancements (e.g., strained silicon, HKMG, FinFETs, etc.). When do you expect that gap to narrow?

David