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The Exiled · 02.09.2023., 12:33

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Intel accelerates Arizona FAB buildout to regain lead in 2024

Citiraj:

Pat Gelsinger, chief executive of Intel, said that the company is accelerating the buildout of its 20A and 18A-capable fab in Arizona as it preps to ramp up its chips and chips manufacturing by its Intel Foundry Services clients using these technologies. In addition, he said that with its 18A (1.8nm-class) fabrication technology being production-ready in the second half of next year, the firm will formally regain process technology leadership in 2024.

Izvor: Tom's Hardware

Intel CEO i dalje promovira P.L.A.N._i_P.R.O.G.R.A.M., dok je realnost ipak malo drukčija.

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Intel plans on ramping up “outsourcing” to TSMC

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Intel has been consistently grappling with process upgrade delays since the 10-nanometer fabrication process. Recently, the company has decided to establish a foundry-like relationship between its manufacturing groups and internal product business units. With the market scale growing increasingly substantial, it is anticipated that Intel will expand its outsourcing to TSMC in 2024 and 2025. In the rising trend of outsourced manufacturing, TSMC stands as the major beneficiary. The total addressable market of Intel’s outsourcing orders for 2024 and 2025 is set at $18.6 billion and $19.4 billion, respectively. During the same period, the total addressable market scope for TSMC’s wafer fabrication services amounts to $5.6 billion and $9.7 billion, approximately accounting for 6.4% and 9.4% of TSMC’s overall revenue in the corresponding years.

Izvor: TrendForce