Intel won another large customer order, chasing TSMC Samsung
Intel continues to develop its chip foundry business and has cooperated with many customers such as MediaTek and Amazon. In addition, Intel once again received large orders from customers, totaling more than $4 billion. What did Intel do for the chip foundry business?Can Intel catch up with TSMC and Samsung?
Intel's chip foundry business.
TSMC and Samsung are the world's largest and second-largest chip foundry giants, but Intel Corporation of the United States is also getting involved in the chip foundry business and has set itself the goal of becoming the world's second-largest chip foundry manufacturer by 2030.
Intel itself has a good foundation of strength, and has a history of half a century, making significant contributions to the development of human chip technology. There are many groundbreaking inventions and applications of integrated circuits, almost all of which came from Intel, among which Intel founder Gordon Moore proposed"Moore's Law"It also guides the development of the integrated circuit industry.
However, in the past decade, Intel has been declining, not only lagging behind its competitors, but also declining in revenue and profits.
According to Intel's 2022 annual financial report, Intel's revenue last year was $63.1 billion, an average annual decline of 20%, and its market value was overtaken by AMD. By all indications, the Intel era is over.
Although it is going downhill, Intel has not given up, and will be based on the chip foundry business in the future, trying to establish the world's most important chip foundry business system, and compete head-on with TSMC and Samsung. According to Intel, Intel has cooperated with 7 of the world's top 10 chip design customers.
Including MediaTek, the world's largest smartphone chip company, the company has handed over some chip orders to Intel's foundry, as well as Amazon, the United States, which has successively handed over Qualcomm's orders to Intel.
In addition, Intel also revealed a news at the financial report meeting some time ago, that is, the chip foundry business has once again won a large order from a customer, which belongs to"Cloud, perimeter, and data center solution providers", Intel will use the Intel 3 process for its foundry chips.
With the addition of this customer, Intel's chip foundry business has received more than 4 billion US dollars (about 27 billion yuan) in orders.
The structure of Intel's foundry business.
This is not a small order, you know, Intel has only launched the chip foundry business for 2 years, a lot of work is still in its infancy, its chip factory projects in Arizona, Ohio and Europe have not yet been built and developed, and have received orders from many customers, and the quality of large customers is very high.
Although Intel did not disclose"Cloud, edge, and data center solution providers"The type of chips of each foundry was not disclosed, but it can be seen that this customer is the largest giant in the field of cloud computing.
After all, the Intel 3 process is Intel's top process, and the customers of this type of process are not small companies.
In any case, with the support of a large number of customers, the structure of Intel's chip foundry activities will be further developed. Prior to this, in order to undertake customer orders, Intel made a lot of adjustments, including rewriting the wafer naming method from the traditional quantum nano to Intel 7, Intel 4, Intel 3, etc.
The significance of the name change is to break people's inherent impression of the traditional nano process, the chip is not the lower the nanometer, the better, maybe Intel's process is better, but because of the traditional naming method, Intel has suffered some losses.
Intel also specifically acquired wafer manufacturing giant Hi-Tech Semiconductor, acquiring the company's factories around the world, improving the capabilities of the foundry business. In addition, Intel is investing $20 billion in a large wafer fab in Ohio. After the factory is completed, Intel will have a huge capacity advantage and can easily receive customer orders.
Can Intel catch up with TSMC and Samsung?
Intel has increased its competitiveness, and TSMC and Samsung may not feel the pressure. Now, Intel may not be a match for TSMC and Samsung, or even among the top ten foundries in the world, but Intel's strength and support should not be underestimated.
Can Intel catch up with TSMC and Samsung?All I can say is that anything is possible.
As for capital strength, it is not difficult for Intel to obtain investment support, don't forget that in the United States, a $52 billion chip funding bill was introduced, and Intel received the most funding resources, about $12 billion. Intel will also receive local incentives to build factories in Europe.
On the technical side, Intel is re-planning the chip manufacturing process, hoping that ASML will entrust it with the production of the next generation of NAEUV lithography equipment to ensure the quality of foundry products.
In the market, top giants such as MediaTek, Qualcomm, Amazon, and Broadcom have become customers of Intel, and Intel is also striving for orders from competitors such as Nvidia and AMD. If successful, Intel is expected to form a three-legged trend with TSMC and Samsung.
It can be seen that Intel is climbing to catch up with TSMC and Samsung, expand the chip foundry business layout, and strive for a large number of customer orders.
The chip foundry industry has always been the world standard for TSMC and Samsung, and now it is difficult for Intel to break these two dominant standards. However, the development potential of the chip foundry industry is huge, which will help improve Intel's declining profitability, and it will be up to TSMC and Samsung to deal with the competition.
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