News 

Follow us in real time, and we will constantly change with the world

 

Current location:
Homepage
/
/
The Three Kingdoms Competition for Chip OEM: Intel's Attack on TSMC, the Three Legends Struggle, May Change

The Three Kingdoms Competition for Chip OEM: Intel's Attack on TSMC, the Three Legends Struggle, May Change

  • Categories:News
  • Author:
  • Origin:
  • Time of issue:2022-08-12
  • Views:0

(Summary description)The planned Intel 14th generation Core Meteor Lake processor will adopt a multi chip stacked design, with the CPU computing unit manufactured by Intel 4nm technology and the core display part being TSMC's operation tool.

The Three Kingdoms Competition for Chip OEM: Intel's Attack on TSMC, the Three Legends Struggle, May Change

(Summary description)The planned Intel 14th generation Core Meteor Lake processor will adopt a multi chip stacked design, with the CPU computing unit manufactured by Intel 4nm technology and the core display part being TSMC's operation tool.

  • Categories:News
  • Author:
  • Origin:
  • Time of issue:2022-08-12
  • Views:0
Information

The planned Intel 14th generation Core Meteor Lake processor will adopt a multi chip stacked design, with the CPU computing unit manufactured by Intel 4nm technology and the core display part being TSMC's operation tool.

However, according to the latest report from research firm TrendForce, Intel, which was originally the first batch of customers of TSMC 3nm, has postponed its mass production time from the second half of this year to the first half of next year due to product design and process validation issues, and has again postponed it to the end of next year.

That is to say, before 2023, Intel almost canceled its 3nm chip investment in TSMC, with only a small number of verified wafer wafers. This unexpected situation disrupted TSMC's production plan. If it weren't for any issues with its 3nm process itself, it would mean that Apple would not only launch TSMC's 3nm, but also be the only customer this year and next, with corresponding products including M-series chips, A17 biomimetic chips, and so on.

For TSMC, the cost of 3nm is huge, and Intel's sudden halt forced it to consider slowing down its expansion plan, thereby diluting the cost pressure. On the one hand, they need to notify equipment suppliers to adjust their intended orders for 2023, and on the other hand, they will also reduce capital expenditures.

Due to the arrangement of AMD, MediaTek, and Qualcomm's 3nm products in 2024, TSMC's 3nm will only be on track by then, including achieving significant revenue and profits.

Chip Three Kingdoms Kill

Intel and MediaTek have announced the establishment of a strategic partnership, and Intel will supply chips to MediaTek through its wafer foundry business unit (IFS).

The statement shows that Intel will produce a series of chips required for MediaTek's equipment. MediaTek's chips are used in numerous devices such as Amazon Echo speakers and Peloton Interactive Inc. bicycles, and will now rely on Intel's global manufacturing footprint to approach markets in the United States and Europe more closely.

Randhir Thakur, President of Intel's wafer foundry business unit, stated that as one of the fabless chip design companies, MediaTek drives over 2 billion intelligent terminal devices annually, making it an excellent partner for the department as it enters the next stage of development; Intel has advanced process technology and production capacity resources located in different regions, which can assist MediaTek in delivering the next 1 billion interconnected devices across multiple applications.

MediaTek stated that after collaborating with Intel on 5G data cards, it will focus on rapidly growing global smart devices and further collaborate with Intel on mature process wafer manufacturing. MediaTek also emphasized that the company's diversified supplier strategy and cooperation with Intel will help enhance the company's production capacity supply of mature processes, while high-end processes will continue to maintain a close partnership with TSMC without any changes.

Undoubtedly, this cooperation is a significant achievement for Intel's competition with TSMC and Samsung Electronics in the field of chip foundry. Intel CEO Pat Gelsinger has made chip foundry a part of revitalizing the chip business, as well as modernizing existing chip factories and building new ones.

However, it is worth noting that Intel has notified customers this month that it will increase the prices of semiconductor products in the second half of 2022. The reason is that costs have increased due to the impact of global inflation. As analyzed by the Wall Street Insight Research Institute, on the one hand, it is cost transmission, and on the other hand, Intel's strong voice in the CPU market and high demand for chips in server and other fields still give the company the confidence to increase prices.

Of course, TSMC is not idle. According to media reports, semiconductor manufacturers in Taiwan, China, such as TSMC and UMC, will visit India and discuss chip manufacturing in electronic products, communication equipment, healthcare systems and the automotive industry, including the possibility of cooperation with local enterprises. However, the above-mentioned inspection date has not been determined yet and is expected to arrive in the next few weeks.

In June of this year, Indian government official Gourangalal Das stated that India would invest $30 billion to comprehensively reform the technology industry and establish a chip supply chain. At that time, Das stated that this investment plan aimed to increase the local production capacity of semiconductors, displays, advanced chemicals, network and telecommunications equipment, as well as batteries and electronic products. Semiconductor manufacturers in Taiwan, China, China are discussing this issue after India announced its "Production Linked Incentive" (PLI) plan.

This month, TSMC announced strong second quarter financial results. The company's quarterly revenue and profit reached a new high, with a year-on-year increase of 76% in quarterly net profit and an astonishing 59.1% in quarterly gross profit margin. The total revenue share of advanced processes (7nm and higher) reached 51%, continuing to expand compared to the previous quarter. However, TSMC stated that there will be a typical cycle of declining chip demand in 2023, but the overall decline will be better than in 2008.

Previously, Morgan Stanley Shawn Kim's team believed that Samsung was an undervalued contract manufacturing giant in the market, and its stock had more value attributes; TSMC has a bright future and more growth attributes; Intel, still in the throes of transformation, still needs time to return to the first tier. However, the future chip battle will mainly unfold between TSMC, Samsung, and Intel.

Intel has swallowed up all of TSMC's 3-nanometer production capacity, which may put pressure on its competitors, mainly AMD and Apple. Due to the limitations of TSMC's process nodes, AMD, which relies solely on TSMC to produce its latest 7-nanometer chip, has been facing serious supply issues. This may also be a strategy of Intel to block the progress of AMD products by prioritizing its own chips at TSMC, but this remains to be seen.

Scan the QR code to read on your phone

Related News

Address: No. 155 Guangming Street, Fuxi Street, Deqing County, Zhejiang Province

Contact person: Miss Tang

Tel:13706824925 (same as WeChat)

Email: info@gigelectronic.com

 

  

Gaige Electronics
Gaige Electronics
Gaige Electronics
Gaige Electronics
Gaige Electronics
Online customer service
Customer service hotline
13706824925 13706824925
Service time:
9:00 - 18:00
Customer service group:
Online Service

© 2023 Deqing Gaige Electronics Co., Ltd.     Powered by www.300.cn   SEO  Business License

Gaige Electronics