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In the eyes of TSMC, Samsung is the only competitor that can keep up with the pace of process development. Whenever TSMC makes a breakthrough in process, Samsung will also launch benchmarking processes. Even in the mass production of 3nm, Samsung took the lead in TSMC and took the lead in achieving mass production. What TSMC did not expect was that Intel wanted to "intercept" TSMC customer orders and publicly attracted cooperation among major customers such as AMD and Nvidia. What competitive preparations has Intel made? How does TSMC guarantee customer orders?
Intel publicly grabs orders TSMC
TSMC. Samsung and Intel are actually world-class chip manufacturers, especially Intel's fame was very early. Before TSMC was established, Intel was already a global chip manufacturing giant.
But why is Intel's current strength not as strong as TSMC and Samsung? Perhaps it is related to Intel's development model. Other American companies have changed from the IDM model to the fax model from the beginning, focusing entirely on chip design.
And Intel not only designs its own chips, but also produces its own chips. The advantage is to master the complete industrial chain technology, but the disadvantage is that the cost pressure is huge, and it is difficult to do both things well without using it in one's heart.
So Intel's chip manufacturing lags behind chip design capabilities, which is also the reason why Intel cannot compete head-on with TSMC and Samsung for chip foundry.
However, Intel tried to change all this, so it set a big goal. On the one hand, it built a new large chip factory in , Ohio, and on the other hand, it did the chip foundry business with TSMC, and Samsung competed on the same stage. Since Intel has decided to do chip foundry business, the most important thing is to get support from customer orders, otherwise wouldn’t it be a waste of work to be vacant in the production line?
According to Intel CEO Kissinger, he is willing to provide chip manufacturing services for AMD and Nvidia, and put their logos in their own wafer factory.
Intel's move shows its magnanimity to win orders from competitors. Although AMD and Nvidia are Intel's competitors, the orders of these competitors are also very important in order to develop and grow the chip foundry business. But in this way, Intel has to openly grab the order of TSMC.
AMD and Nvidia are both major customers of TSMC. Intel has set its attention on them, which is equivalent to "intercepting" TSMC. Is this a request? Is it a change to "grab"?
The United States once wanted TSMC to share its core technology and ask for data, but it was obvious that the United States did not obtain TSMC's core technology. US think tank also suggested that talents can be introduced from TSMC. It seems that the United States is very active in TSMC, and has ideas from technology to talents. This time Intel has even set its sights on TSMC's customer orders.
In order to participate in the competition, Intel has made a lot of preparations. In addition to building a chip factory in Ohio, it has also won the first launch rights of the ASML next-generation NA EUV lithography machine.
was originally supposed to be the first to TSMC. Unexpectedly, Intel, which is not usually leaking, released a "big move". Once Intel takes the lead in obtaining the support of NA EUV lithography machines, it can import equipment faster in factory facilities and seize the initiative.
AMD and Nvidia have not yet responded to Intel's invitation to cooperate, but another major TSMC customer, MediaTek , has confirmed to cooperate with Intel. After having MediaTek's orders, Intel has the confidence to win more customer orders.
How does TSMC guarantee customer orders?
Intel's strength cannot have much impact on TSMC at present. After all, Intel's factory in Ohio has not been built yet, and competitors may not be assured to hand over the order to Intel.
Intel generously invites competitors to cooperate, but from the perspective of competitors, who knows what will happen if the core chip circuit diagram is handed over to Intel. Moreover, the chip yield and performance are in the hands of Intel. If Intel wants to provide better manufacturing services for its chips and give its competitors the average foundry level, can Intel ensure fairness and justice for the two competitors?
or can Intel accept using its own technology to produce better chip products for its competitors than itself?
Of course, it is Intel's business for how Intel eliminates the concerns of its competitors. In order to increase its bargaining power, it is possible that the order will be divided by TSMC.
In this case, how should TSMC protect customer orders? In fact, TSMC is not without competitive advantages. In terms of technology, TSMC has always been able to achieve global leadership. Take 3nm as an example. Although TSMC has not yet entered the mass production stage, it publicly stated that the yield rate of 3nm is high, the development is in line with expectations, and will be mass-produced in the fourth quarter.
Even if Samsung has mass-produced 3nm more than three months ahead of schedule, TSMC is not anxious and plans to steadily promote technological progress in its own way.
, and TSMC also revealed that customers' licenses for 3nm chips far exceed production capacity , which proves that major customers still have great pursuits for TSMC's technology. As long as TSMC has the leading energy guarantee technology, it will be difficult for Intel to compete head-on.
summary
Intel started chip foundry business, and customer orders became the resource Intel competed for. Since most chip giants look for TSMC to manufacture, it is understandable that TSMC is "intercepted". Of course, everything has not yet been settled. Who can be better? Let time give the answer.
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