As we all know, the world's most powerful chip manufacturing company is TSMC, with its technology already 5nm, and it will enter 3nm this year. It accounts for about 55% of the global foundry market, making it the real dominant one.

As we all know, the world's most powerful chip manufacturing company is TSMC, with its technology already 5nm, and it will enter 3nm this year. It accounts for about 55% of the global foundry market, making it the real dominant one.

TSMC is so awesome, and the one that is most affected is Intel . On the one hand, it is because Intel's process is too backward compared to TSMC, and the main process of intel is still 10nm.

On the other hand, other chip manufacturers have found TSMC to produce their products, and their processes have immediately surpassed Intel, such as AMD, snatching Intel's market in large quantities.

So Intel couldn't sit still. After changing into a new CEO, it proposed an IDM2.0 plan and established the Intel Foundry Service Division (IFS), returning to the chip foundry field.

Intel's idea is that TSMC cannot be the dominant position in the foundry field. In addition to affecting itself, it will also bring a large group of chip manufacturers around TSMC to form a circle. What should I do if Intel is isolated at that time? So I must fight TSMC and enter the foundry field.

Intel's IDM2.0 plan has been proposed for a long time and is very grand. For example, in Europe, Intel plans to invest 80 billion euros (about 550 billion yuan) within 10 years to establish a manufacturing center.

The first batch of investments of 33 billion euros involves many countries such as Germany and France. Chip manufacturing SMICs should be established in these regions to fight against TSMC.

, and at the beginning, invested about 17 billion euros (about 120 billion yuan) to build two new factories in Madberg, Germany.

120 billion yuan construction scale? According to media reports, Intel plans to build two foundries in Germany with a total production capacity of approximately equivalent to the current SMIC production capacity, and construction is expected to begin in 2023.

However, Intel is much more advanced in terms of process. These two factories plan to go online in 2027 and then try to produce 2nm chips.

After Germany, Intel also promised to establish a new R&D and design center in France and invest in R&D, manufacturing and OEM services in Ireland , Italy, Polish and Spain.

I wonder what everyone thinks about this? If Intel really returns to the foundry industry, it will still be quite powerful and will quickly affect the global foundry industry pattern.

However, the impact is estimated to be more important than the second-level foundry companies such as UMC , GM , SMIC, etc. The current impact is probably not big for TSMC and Samsung . After all, Intel is still lagging behind in terms of technology.