INTEL的策略改變

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https://www.bloomberg.com/news/a ... ival-taking-on-tsmc

以下資料來源均為彭博社

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Gelsinger also addressed the potential for conflicts between Intel’s own chip efforts and this new business. Under the plan, Intel’s factories will potentially provide production and license technology to companies that compete with its own products.

Intel is committing “serious” production capacity and leading chip technologies to IFS, the CEO said. “Customers will get the best we’ve got to offer” he added. “We’re going about this in a much more aggressive holistic fashion.”

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Gelsinger is making other radical changes. IFS will make chips for other companies, based on Intel’s X86 technology. Previously, only AMD was able to create chips using this dominant computing standard. Intel will also embrace rival standards from Arm Ltd. and an open-source alternative called RISC-V.

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Chip manufacturing is unique in that the process of making the tiny components has a large influence on the characteristics and performance of the end product. The best production technology shrinks the transistors on chips so they can store more information, crunch data more quickly, use less power or be cheaper.

Intel revenue rose 8% to a record $77.9 billion in 2020 as the company filled orders for chips in computers needed to work and study from home during the pandemic. This year, analysts predict sales will fall 5%, the first decline since 2015.

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On Tuesday, Intel said the latest manufacturing technique is now progressing well, helped by a simplified process. “Even though the stumble on 10 and seven was embarrassing for a company like ours, it’s fixed,” Gelsinger said in an interview. “We understand what the problem is.”

Intel will use TSMC chip foundries for some of its needs, including parts of its most important products, Gelsinger also said. While that’s a step beyond what it currently does, the company will still produce the majority of its products internally.

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The world’s largest chipmaker is creating a new unit, called Intel Foundry Services, that aims to “become a major provider of U.S. and Europe-based foundry capacity to serve the incredible global demand for semiconductor manufacturing.”

To support this effort, Intel will begin a “significant” expansion of its manufacturing capacity, beginning with two new plants adjacent to its site in Chandler, Arizona. TSMC is also considering building a plant in the area. Intel will announce further capacity expansions in the U.S., Europe and other global locations later this year. The Santa Clara, California-based company currently has factories in Ireland, Israel and China.

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2030年中國晶片製造的產值會是全球第一?

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Not everyone is so bullish. "The foundry effort seems unlikely to be any more successful than any of Intel's previous foundry attempts," said Linley Gwennap, an analyst at Linley Group. "Intel has always failed at foundry because it doesn't offer standard tools and libraries that TSMC and Samsung support, and external customers know that they will always be the lowest priority in Intel's fabs."

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https://www.cnet.com/news/intel- ... -turnaround-effort/