Recently, Intel CEO Pat Kissinger said in an interview that he hopes Intel will win chip orders from companies such as AMD, Nvidia, Qualcomm and Apple . As soon as this news came out, many people thought that Intel was going to grab orders from TSMC and and Samsung . They were very brave and didn't know where the courage came from.
In fact, for netizens who are familiar with Intel, it is no surprise that Intel wants to grab orders from TSMC and Samsung. This was inevitable when Kissinger announced the Intel IDM 2.0 plan.
Intel IDM 2.0 plan
This plan consists of three parts:
- Intel will not spun off its own chip production factory, and will continue to promote the research and development of advanced processes. will also strengthen its development in advanced packaging technology. This move is mainly to ensure Intel's leading chip manufacturing technology.
- Intel will produce its own chips for TSMC and other three-party foundry factories. The related chips are mainly the motherboard chipset chips and the graphics card GPU chips. This move is mainly to reduce costs.
- Intel will open OEM services, X86, ARM, RISC-V and other cores can be found for OEMs. This move is mainly to expand revenue sources.
related impact
Intel IDM 2.0 plan has obvious goals, that is, both need and need. On the one hand, Intel must ensure technical advantages, and also control costs and increase revenue. Therefore, advanced technology research and development must strengthen investment. Those non-key chips or chips that are not worthwhile to make by themselves are handed over to the three-party foundry, and their own foundry services are also carried out to increase revenue. The first two points of
are actually conventional operations, and the third point is the biggest change, because this can be said to be a new direction for Intel. Although has provided OEM services in the past, the price is expensive, the threshold is high and the requirements are high, so there is no business volume and it will not compete with TSMC Samsung. The IDM 2.0 plan is announcing competition with TSMC and Samsung.
Intel's confidence
But for now, TSMC's advantages are very obvious in chip manufacturing foundry, and it has relatively obvious advantages in both process and market. Therefore, if Intel wants to challenge TSMC, it is undoubtedly more difficult under normal market competition, because this industry is basically the strong.
However, in the process of the United States suppressing Chinese semiconductors, Intel saw an opportunity. In order to ensure the leading position of the US semiconductor industry and ensure the security of the US chip industry chain, the United States has introduced a chip bill, providing a large amount of subsidies, and Intel will become the direct beneficiary and the object of support from the United States.
Moreover, Intel itself has good technical strength, and the gap between it and TSMC in advanced process is not very big. In addition, the United States is still the leader in semiconductor technology and there is no shortage of talents in the semiconductor industry. Therefore, Intel has a relatively large hope when it receives a lot of financial support.
In contrast, TSMC seems a bit embarrassing because of the geopolitical relationship and other reasons. Moreover, in the US chip bill, TSMC has limited benefits, and among TSMC's customers, North American customers account for a high proportion. The United States wants to support local foundries in the US. If the United States takes priority, will Intel's opportunity come?
summary
In general, when Intel wants to grab the business of TSMC and Samsung, it was already a sure thing when it launched the IDM 2.0 plan. As for where Intel's confidence is, in addition to Intel's own strength, it can be said that the United States' revitalization of the local semiconductor industry is a very critical factor. Intel also knows that this is a huge opportunity and there is no reason to let it go.
