At the latest IFS Direct Connect event, Intel CEO Pat Gelsinger said Intel is willing to make chips for any company in the world, including long-time rival AMD. This statement has attracted wide attention in the industry, indicating that Intel is actively opening its arms to broader cooperation.
Intel and TSMC go hand in hand, and Gelsinger emphasized that Intel is not lagging behind TSMC in terms of process technology. He said that Intel will provide foundry services to external customers and is willing to provide all intellectual property, including leading packaging technology. This commitment provides more options for chip design companies around the world, and Intel strives to become a global foundry leader.
Intel's goal is to be a global foundry leader without any bias against foundry companies. Kissinger stressed that he wants Intel's foundry business to serve all customers, including Nvidia, Qualcomm, Google, Microsoft and AMD.
The move has raised a series of questions about how to deal with rival AMD. Gelsinger made it clear that the foundry business and Intel's product teams do not interfere with each other. To further emphasize this, Intel will establish a separate legal entity for the foundry business and publish its financial statements separately to ensure transparency and fairness.
Regarding the possible competitive scenarios, Kissinger mentioned: "We want to help build Nvidia chips, AMD chips, Google's TPU chips, and Amazon's inference chips, no doubt." We want to help them and provide them with the most powerful, best-performing, and most efficient technology to build their systems. ”
In addition, Intel also said that it will use the results of products such as the hybrid bonding technology "Clearwater Forest" developed by the Xeon team to help customers build more powerful AI chips. This shows that Intel is willing to use the intellectual property of its own product division for foundry and provide more technical support to partners.
Intel's strategic shift to openness is seen as a positive response to the challenges of future chip manufacturing, while also reflecting a new trend in industry collaboration. Kissinger's remarks convey a vision to promote technological innovation and development across the chip industry through more open and inclusive cooperation.
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