chip production process is getting more and more serious. TSMC and Samsung have both tinkered with 3nm and will be mass-produced next year. Moreover, they have also set their sights on 2nm and are planning to start mass production in 2025. This is no surprise. People have long been used to the competition between TSMC and Samsung.
In the past, TSMC was often the winner, and Samsung was always behind, but fortunately it was strong in resilience. Samsung's process technology 's advanced level can always be flush with TSMC. This situation has been maintained for a long time, and now it seems that the disruptor is coming - Intel . All signs show that Intel has great plans in the field of chip manufacturing and his ambitions are becoming increasingly visible.
grab orders from TSMC and Samsung? Intel CEO said
According to the latest news, Intel's company business has been adjusted, and CEO Kissinger will separate design and manufacturing business, making Intel's chip foundry business more important. Not only that, Kissinger also made a harsh statement to the outside world in the interview: Intel hopes to win chip orders from companies such as AMD, NVIDIA, Qualcomm , Apple and other companies.
As we all know, the chip manufacturers listed above are all leading companies, and most of the products are taking the high-end route. Occupancy is either looking for TSMC or Samsung. With Intel's ability, it can only accept some orders with relatively backward processes. Now, Kissinger made such a statement, is he not sure about how much Intel OEM has?
Of course not. The reason Kissinger said this is because he is very "confident". He said that Intel's products will win the market and everyone will experience it in the future.
Where does Intel CEO’s confidence come from?
Intel's most advanced process technology is Intel 4, which is the 7nm process (the first time using EUV technology). This is two generations away from the 3nm process that TSMC and Samsung have developed. Under such a big gap, where does Kissinger’s confidence come from?
The author believes that it comes from two aspects, one is the need for publicity. Intel wants to re-boostrate its own foundry industry, not only must it have confidence, but also the market. In this case, wanting to surpass TSMC and Samsung is actually similar to a "military order" or a "fool" that is difficult to fulfill.
Technology companies use this method to promote it, which is not rare in the industry. For example, Musk, the most fooled person in the technology industry, has very limited functions at the moment, but it seems that it will replace the traditional network tomorrow.
Second, there is really technology, where does the technology come from? The answer is TSMC and Samsung. Maybe you will be more confused, are they not competitors? How can you get technology from your opponent? The answer is simple: steal and cheat.
TSMC and Samsung will build factories in the United States in the future. Rumors TSMC will build a 3nm factory, which can be predicted that a large number of technology and equipment will be transferred to the United States in the future. As long as Intel sends some engineers to undercover or poach, it is easy to get TSMC's business secrets, which is called stealing. It is easier to grab and cheat
, after all, Intel is protected by "dad". It doesn't seem difficult to ask the official to come forward and ask for some technical and commercial secrets in the name of security. Moreover, this is not the first time. Last year, TSMC and Samsung were forcibly handed over the secret of their customers' commercial orders.
After the semiconductor market was disturbed by the US alone, many rules have changed, and fair competition has disappeared. In this context, Intel wants to surpass TSMC and Samsung, probably not because it works hard, talent is powerful, and investment is generous, but just because it is a US company.
