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Part of the high-end chip outsourcing! Intel is in talks with TSMC Samsung

Use wechat scan QR code to share with friends and circle of friends_ blank" href=" https://news.163.com/news/search?keyword=%E8%8A%AF%E7%89%87 "> chip < / a > giant < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E8%8B%B1%E7%89%B9%E5%B0%94 "> Intel < / a > has cooperated with < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E5%8F%B0%E7%A7%AF%E7%94%B5 "> TSMC < / a > and < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E4%B8%89%E6%98%9F "> Samsung < / a > electronics company held talks and considered outsourcing some of its high-end chip production. However, Intel has not completely abandoned chip production and hopes to continue to improve its manufacturing capacity. < / P > < p > people familiar with the matter said Intel may announce its outsourcing plan within two weeks and has yet to make a final decision. The components Intel needs to purchase from outside may not be available until 2023 at the earliest, and will be based on established manufacturing processes already used by other TSMC customers. &At the same time, the negotiation between Intel and Samsung is in a more preliminary stage, and Samsung's OEM capacity is also lagging behind TSMC. Representatives from TSMC and Samsung declined to comment. An Intel spokesman reiterated the company's chief executive Bob swan's previous comments. < / P > < p > Swann promised investors that when Intel released its financial results on January 21, he would also announce outsourcing plans to put Intel's production business back on track. As the world's most famous chip manufacturer, Intel has always led the industry in advanced manufacturing technology, which is crucial to maintain the pace of modern semiconductor performance growth. However, after years of delays in manufacturing process development, Intel has lagged behind its competitors who designed chips themselves and signed contracts with TSMC to make chips. < / P > < p > under the leadership of Jim Keller, Intel's designers turned to the modular production of microprocessors. This provides greater flexibility to either manufacture chips in-house or outsource production. But Keller left Intel last year, and < a target = "_ blank" href=" https://news.163.com/news/search?keyword=AMD "> amd < / a > and apple and other competitors, relying on their strong design ability and TSMC's more advanced production technology, are constantly eroding Intel's advantages. < / P > < p > people familiar with the matter said that this brought huge competitive pressure on Intel, forcing it to make changes to its product roadmap at the last minute, making its decision-making process more complicated. Swann explained that he chose to make a decision at this time because Intel needed to order chip manufacturing equipment to ensure sufficient capacity, or to give partners enough reminders to make similar preparations. Being able to deliver leading products to customers on time at the right cost will determine how much outsourcing Intel uses, he said. < / P > < p > TSMC is preparing to offer Intel chips produced in the 4nm process, but the older 5nm process is used in the preliminary test, according to people familiar with the matter. The company said it would test produce 4-nanometer chips in the fourth quarter of 2021 and start bulk shipment next year. TSMC expects to open a new plant in Baoshan Township, Hsinchu County, Taiwan Province by the end of this year, which can be turned into Intel's production base if necessary. &On behalf of shareholders, Dan Loeb, a radical investor, expressed dissatisfaction with the stagnation of Intel's technology development and urged the company to make positive strategic changes. < / P > < p > although Intel has outsourced low-end chip production in the past, it always keeps the best semiconductors in-house production, and considers it a competitive advantage. The company's engineers have always customized the design according to the company's manufacturing process, so it was inconceivable to outsource the production of flagship products in the past. In addition, as a chip supplier of 80% of the world's personal computers and server processors, Intel produces hundreds of millions of chips every year. This scale determines that any potential supplier must expand its production capacity to meet Intel's demand. < / P > < p > Intel's strategic change happens at the critical moment of demand surge and technological change in the chip industry. Traditional methods of improving performance by compressing and inserting more transistors into each package are being replaced by more complex technologies, including stacking processor and memory components into a single chip, and introducing more tailored designs for tasks such as artificial intelligence. < / P > < p > AMD and other companies allow the processor components to be assembled in stages by subdividing the design, which reduces the risk that the R & D Progress of manufacturing process can not be carried out at the expected speed to a certain extent. Intel said it was also moving in the direction of modularity. (small)


2023-03-22 10:04:25

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