Intel this year 3 Month announced IDM 2.0 Strategy, in addition to investment 200Billion dollar construction 7nm In addition to the fab, it is also actively entering the foundry industry.
The industry was not optimistic beforeIntelFoundry business, but nowIntelI found a customer and started producing automotive chips at the end of the year.
The United States held a semiconductor summit today, in which TSMC, Intel, Samsung Electronics, Ford, GM, etc.19Senior executives of all companies were invited to participate.
One of the focus of this meeting was to solve the shortage of automotive chips, which has severely affected the business operations of the three major US auto companies.
Intel New goals were announced at this meeting,Ceo Kissinger expressed his hope that U.S. companies can recapture the world1/3Of wafer manufacturing capacity, the current share is only12%.
In addition,Kissinger also mentioned that they are already negotiating cooperation with a number of auto companies,
Using fabs in the United States,
Israel and Ireland to produce automotive chips and other scarce components for the latter.
Other semiconductor manufacturers need to replace foundries6-9Months to adapt to the new process,
It will be possible to produce products later, and it is expected to be seen at the earliestIntelProduction of automotive chips.
Although it will take more than half a year,IntelMentioned that this method is much faster than building a new factory, which requires3-4It takes years to form production capacity.
no doubt,IntelIt has already begun to grab TSMC’s jobs in the foundry market. Although these revenues will not be much this year,
they are almost negligible.Intel of 14nm,10nmCraftsman will find new customers in the future.