Posted on 07/27/2021 10:26:26 AM PDT by cba123
July 26 (Reuters) - Intel Corp (INTC.O) said on Monday its factories will start building Qualcomm Inc (QCOM.O) chips and laid out a roadmap to expand its new foundry business to catch rivals such as Taiwan Semiconductor Manufacturing Co (2330.TW) and Samsung Electronics Co Ltd (005930.KS) by 2025.
Amazon.com Inc (AMZN.O) will be another new customer for the foundry chip business, said Intel, which for decades held the lead in technology for manufacturing the smallest, fastest computing chips.
But Intel has lost that lead to TSMC and Samsung, whose manufacturing services have helped Intel's rivals Advanced Micro Devices Inc (AMD.O) and Nvidia Corp (NVDA.O) produce chips that outperform Intel's. AMD and Nvidia design chips which then are made by the rival chip manufacturers, called foundries.
Intel said on Monday it expects to regain its lead by 2025 and described five sets of chipmaking technologies it will roll out over the next four years.
(Please see full article at link)
(Excerpt) Read more at reuters.com ...
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Thank you for posting.
Aa an Intel shareholder of approximately a quarter century, I truly believe that the company lost its edge after Andy Grove left as chairman. It always seems like they’re chasing yesterday’s news. Okay, right now there’s a chip shortage and lack of foundry capacity... so they’re going big into the foundry business. I hope it works out for them, but their recent track record of being one or two steps behind every major trend isn’t encouraging.
No problem, thank you.
> Will these be built in America? <
According to this article, Intel will be building these plants in Arizona.
(That’s a pleasant surprise.)
Arizona, I believe. They announced at $20B expansion of their AZ facilities earlier this year. I THINK this is going to be part of that expansion.
There’s a global appetite to move processor production away from potentially unstable parts of Asia...like China and even Taiwan.
And they are no longer the IP leaders, so they are taking a step down on the value chain to make parts designed by others. Kinda like going from owning a business to working for Walmart.
Intel lost its edge after Paul Ortelini resigned.
He was almost as good as Andy who will always be missed.
Pat Gelsinger headed the 486 design team and is a good pick for CEO.
BK planted LOTS of Old Guard that need to be removed in order to make a Foundry work.
We had all the tools working and internal fighting killed the project.
TSMC still rules Foundry work so its a big leap of faith but if any company could do it, the Old Intel could make it happen.
Well, if they spent tens of billions of dollars on developing new technology instead of buying back shares, they’re going in the right direction. IBM, apparently, isn’t even that smart.
Though this could be a very good thing, if China keeps encroaching on everyone.
That could completely reverse the last forty years of everyone bailing out of America.
Not out of the question, in my view.
> That could completely reverse the last forty years of everyone bailing out of America. <
It depends on whether of not the government will get out of the way. The EPA could find a snail darter on the site, and then shut down construction. Or some state agency could decide that the factory has too big a carbon footprint.
Nevertheless, we can always hope.
They are finally approaching the bottom. 7 Nanometers is about 35 Silicon atoms wide. Since you need a few atoms to make a transistor Moore’s law is about to end.
Didn’t we do this 6-7 years ago? And how’d that work out.
Intel also dropped the ball on videoconferencing. It had an excellent system but was only available for enterprise. MS cut in front w/ Lync by making it available to Office 365 users on per-license access, which meant small organizations could use it.
But then MS lost to Zoom by requiring licensing for access and limiting functionality to organization-only meetings participants. MS has greatly improved Teams, but still lags in “guest” functionality.
Competition is a healthy thing.
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