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Intel Foundry: A Spinoff is Necessary (and Inevitable)

Intel Foundry: A Spinoff is Necessary (and Inevitable)

by Bolaji Ojo

Intel Corp. and GlobalFoundries do not belong together. If there is any truth to the recent Wall Street Journal report that Intel is considering purchasing the contract chipmaker, the board of directors should snuff the life out of that bizarre idea. That’s because Intel’s long-term success lies in the opposite direction.
Rather than lead the consolidation of the foundry market, Intel should take the bolder step of spinning off Intel Foundry within the next year, freeing the foundry business to service customers across the globe and evolve to become a more competitive rival to market leader Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC).

A spinoff of Intel Foundry as an independent, publicly traded company has numerous attractions. The new enterprise would be able to raise the billions of dollars it needs to fund new fabs, expand operations globally, catch up to TSMC in next-generation process technology, and, critically, attract more customers. Data generated from customers across multiple markets is one of the secrets behind TSMC’s success. The information provided by customers has fueled innovations in manufacturing as well as process technology. This is sorely lacking at Intel Foundry, which has principally served the parent company and a handful of external customers.

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Can ADAS Aid Us on a Dark and Stormy Night?

Can ADAS Aid Us on a Dark and Stormy Night?

By Junko Yoshida

It’s one thing to ridicule Elon Musk for realizing, belatedly, that real-world AI is easier preached than done. Last week, in a tweet, Musk wrote: “Generalized self-driving is a hard problem, as it requires solving a large part of real-world AI. Didn’t expect it to be so hard, but the difficulty is obvious in retrospect. Nothing has more degrees of freedom than reality.”

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NHTSA

Born-Again NHTSA Forces Auto Industry Choices

By Junko Yoshida

The National Highway Traffic Safety Administration’s (NHTSA) order this week requiring carmakers and tech companies to submit crash reports involving vehicles equipped with highly automated features — including both Automated Driving Systems (ADS)and Advanced Driver Assistance Systems (ADAS) — is a sensible move.‌
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‌It’s also wildly out of character. Known for its hands-off approach to automakers, NHTSA has traditionally permitted automakers a lot of leeways including self-certifying their own vehicles with new technologies.‌

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