Electronics Weekly Electronics Design & Components Tech News
“Clearly, we’re not interested in just closing gaps,” said Gelsinger, “we’re interested in resuming that position of the unquestioned leader in process technology, and that’s our commitment.”
The financial community had pushed up Intel’s shares on the appointment of Gelsinger on the assumption he would substantially increase out-sourcing production to foundries. That strategy would cut Intel’s requirements for capex and R&D budgets and make it more profitable in the short-term. But Gelsinger’s Friday remarks pushed the share price back down as investors realise that Intel is pursuing leading edge technology at the potential expense of profitability.
The US government’s determination to get advanced processing back on US soil, gives Intel the opportunity to get substantial government support for domestic manufacturing, while the upcoming transition from finfet to gate-all-around transistors gives Intel the chance to compete with TSMC and Samsung on equal terms despite having slipped behind in finfet process technology.
“This is a national asset,” said Gelsinger, “this company needs to be healthy for the technology industry, for technology in America, “it’s an opportunity to help and to unquestionably put Intel and the United States in the technology leadership position.”
“We’re committed to the IDM model,” added Gelsinger, “we’re committed to leadership products but also innovation that fundamentally has us leading the industry in a consistent basis, and sometimes that may happen outside of the company. Sometimes it will be inside of the company, but we’re committed to leading innovation and delivering the best products for our customers in every category that we participate in.”
“I am confident that the majority of our 2023 products will be manufactured internally,” concluded Gelsinger, “at the same time, given the breadth of our portfolio, it’s likely that we will expand our use of external foundries for certain technologies and products.”
Intel should join the RISC-V foundation to compete with ARM in the future.
Well Pepe I suppose you’d have to ask what would Intel use it for? But on general principles since it has an Arm licence, clearly Intel these days isn’t religious about x86 any more.
Ha Ha KGB, that’s true, but as Damon Runyon said: “The race is not always to the swift or the battle to the strong – but that’s the way to bet.”
It’’s a $70bn company vs a $10bn company, KGB, and Intel controls the whole enchilada which AMD don’t.
It’s not the size of the dog in the fight, it’s the size of the fight in the dog that counts.
This is GOOD NEWS for the US, the consumer, and the future of American Technological Development. China is unstable, for anyone who has ever done business there you know all too well that equipment that goes into China, doesnt leave China.
Manufacturers have found out the hard way who moved there. Creeping labor costs, rolling blackouts, increasing logistic costs, state-censorship, an upside-down housing market, a FAST aging population, and increasing quality issues in production. China went from an exciting cheap labor market to a slog.
TSMC, Samsung, and many others are moving FABs back to the US to take advantage of the business-friendly state governments and be closer to distribution.
I expect to see BIG things from Team Blue.
TSMC is Democratic Taiwanese, not Communist Chinese.
Samsung is Democratic Korean, not Communist Chinese.
The only way intel can achieve FAB parity is to rent a crane, pop the top off intel FABs, jack out the inappropriate equipment, stand in line at ASML for extreme UV replacements, lay off the affirmative action intel staff, and hire intelligent meticulous engineers.
FAB parity is not enough. Intel must reinvent AMD infinity connect while avoiding ten years of AMD patents. Intel hired Jim Keller to do the job and Jim left intel after two years. Intel and Jim Keller have no comment. I’ll comment. Jim Keller could not promise when or if he could deliver.