_________
Source: Remarkboard
Intel Declares War On Taiwan Semi (Again), And Wall Street Is Delighted
Intel shocked investors late on Tuesday when chip titan Intel revealed it was challenging Taiwan Semiconductor Manufacturing (TSMC) in the contract chipmaking segment with plans to ramp up production capacity and win over Apple and other key global clients from its Asian rival. CEO Pat Gelsinger said that Intel will expand chip production capacity in the U.S. and Europe, and offer "world-class manufacturing services" to woo customers such as Apple and Qualcomm, two key customers of TSMC. Intel's entry into the foundry segment - the business of making chips for other companies - comes just over a month after Gelsinger took over as CEO and marks a major strategic shift for the company, which for decades has reserved most of its production capacity for its own use.
Intel shocked investors late on Tuesday when chip titan Intel revealed it was challenging Taiwan Semiconductor Manufacturing (TSMC) in the contract chipmaking segment with plans to ramp up production capacity and win over Apple and other key global clients from its Asian rival. CEO Pat Gelsinger said that Intel will expand chip production capacity in the U.S. and Europe, and offer "world-class manufacturing services" to woo customers such as Apple and Qualcomm, two key customers of TSMC.
Intel's entry into the foundry segment - the business of making chips for other companies - comes just over a month after Gelsinger took over as CEO and marks a major strategic shift for the company, which for decades has reserved most of its production capacity for its own use. It also comes as the global tech industry grapples with a severe shortage of semiconductors.
Intel said it plans to spend roughly $20 billion between now and 2024 to build two chip facilities in Arizona. Construction will start immediately and production begin in 2024, according to the company. It will also set up an independent business unit, dubbed Intel Foundry Services, that will report directly to Gelsinger as part of the new growth strategy. The U.S. chip giant said it will continue to expand its production footprints in America, Europe and elsewhere, and will choose locations for that expansion within a year.
Intel's planned expansion in Arizona will compete directly with TSMC, which will also start construction of a $12 billion plant in the state this year. Both projects are intended to serve U.S. and global clients. TSMC has been the sole iPhone processor maker since 2016, and started to manufacture Apple's in-house designed CPUs for MacBook computers since last year, while Intel was losing market share. The Taiwanese chip manufacturer also often splits orders with Samsung to produce high-end mobile processors for Qualcomm.
"We are going to some ... people like Qualcomm, who might have been more competitive before," Gelsinger said in an online group interview. "We also will pursue customers like Apple" in a clear declaration of war on the Taiwan semi giant. Intel said it will also target cloud service provider customers - which could refer to players including Google, Amazon and even Alibaba Group Holding, which are all customers of TSMC.
"The strategy that we are laying out is one that actually gives great opportunities to partners, and in some cases, there may be some 'co-opetition,'" Gelsinger said, referring to a mix of cooperation and competition.
In response to the Intel news, TSMC's shares closed more than 3% lower on Wednesday following Intel's announcement that it will enter the foundry business - a segment where the Taiwanese chip manufacturing giant controls more than 50% of the global market. In a corporate bitch slap, TSMC told Nikkei Asia it will not comment on the plans of Intel, which it described as a "longtime customer."
That said, while Intel has unveiled bold plans, however, analysts say it will not be easy to quickly win over major customers.
"We understand that to regain technology leadership, the new Intel CEO has no choice but to invest more, and entering the foundry business again is an attempt to get more customers to share the cost," said Mark Li, a veteran semiconductor analyst with Bernstein Research. "However it could be challenging as it needs to catch up on technology development while continuing to attract meaningful customers."
Please go to Remarkboard to read more.
Intel CEO: We think of ourselves as an Israeli company as much as a US company
Listen to how the Intel x86 CPU can be back doored:
More:
Intel Declares War On Taiwan Semi (Again), And Wall Street Is Delighted
March 24, 2021
"We are going to some ... people like Qualcomm, who might have been more competitive before. We also will pursue customers like Apple."
Intel shocked investors late on Tuesday when chip titan Intel revealed it was challenging Taiwan Semiconductor Manufacturing (TSMC) in the contract chipmaking segment with plans to ramp up production capacity and win over Apple and other key global clients from its Asian rival. CEO Pat Gelsinger said that Intel will expand chip production capacity in the U.S. and Europe, and offer "world-class manufacturing services" to woo customers such as Apple and Qualcomm, two key customers of TSMC. Intel's entry into the foundry segment - the business of making chips for other companies - comes just over a month after Gelsinger took over as CEO and marks a major strategic shift for the company, which for decades has reserved most of its production capacity for its own use.
It also comes as the global tech industry grapples with a severe shortage of semiconductors. Intel said it plans to spend roughly $20 billion between now and 2024 to build two chip facilities in Arizona. Construction will start immediately and production begin in 2024, according to the company. It will also set up an independent business unit, dubbed Intel Foundry Services, that will report directly to Gelsinger as part of the new growth strategy. The U.S. chip giant said it will continue to expand its production footprints in America, Europe and elsewhere, and will choose locations for that expansion within a year.
Intel shocked investors late on Tuesday when chip titan Intel revealed it was challenging Taiwan Semiconductor Manufacturing (TSMC) in the contract chipmaking segment with plans to ramp up production capacity and win over Apple and other key global clients from its Asian rival. CEO Pat Gelsinger said that Intel will expand chip production capacity in the U.S. and Europe, and offer "world-class manufacturing services" to woo customers such as Apple and Qualcomm, two key customers of TSMC.
Intel's entry into the foundry segment - the business of making chips for other companies - comes just over a month after Gelsinger took over as CEO and marks a major strategic shift for the company, which for decades has reserved most of its production capacity for its own use. It also comes as the global tech industry grapples with a severe shortage of semiconductors.
Intel said it plans to spend roughly $20 billion between now and 2024 to build two chip facilities in Arizona. Construction will start immediately and production begin in 2024, according to the company. It will also set up an independent business unit, dubbed Intel Foundry Services, that will report directly to Gelsinger as part of the new growth strategy. The U.S. chip giant said it will continue to expand its production footprints in America, Europe and elsewhere, and will choose locations for that expansion within a year.
Intel's planned expansion in Arizona will compete directly with TSMC, which will also start construction of a $12 billion plant in the state this year. Both projects are intended to serve U.S. and global clients. TSMC has been the sole iPhone processor maker since 2016, and started to manufacture Apple's in-house designed CPUs for MacBook computers since last year, while Intel was losing market share. The Taiwanese chip manufacturer also often splits orders with Samsung to produce high-end mobile processors for Qualcomm.
"We are going to some ... people like Qualcomm, who might have been more competitive before," Gelsinger said in an online group interview. "We also will pursue customers like Apple" in a clear declaration of war on the Taiwan semi giant. Intel said it will also target cloud service provider customers - which could refer to players including Google, Amazon and even Alibaba Group Holding, which are all customers of TSMC.
"The strategy that we are laying out is one that actually gives great opportunities to partners, and in some cases, there may be some 'co-opetition,'" Gelsinger said, referring to a mix of cooperation and competition.
In response to the Intel news, TSMC's shares closed more than 3% lower on Wednesday following Intel's announcement that it will enter the foundry business - a segment where the Taiwanese chip manufacturing giant controls more than 50% of the global market. In a corporate bitch slap, TSMC told Nikkei Asia it will not comment on the plans of Intel, which it described as a "longtime customer."
That said, while Intel has unveiled bold plans, however, analysts say it will not be easy to quickly win over major customers.
"We understand that to regain technology leadership, the new Intel CEO has no choice but to invest more, and entering the foundry business again is an attempt to get more customers to share the cost," said Mark Li, a veteran semiconductor analyst with Bernstein Research. "However it could be challenging as it needs to catch up on technology development while continuing to attract meaningful customers."
Please go to Remarkboard to read more.
________
Now that Intel has announced its plans to build two new fabrication plants in Arizona for an estimated $20 billion, the question comes up as to why the American blue chip CPU manufacturing company with hugely significant connections to national security was allowed to be shifted to Israel in the first place? Was someone compromised throughout the chain of events in this move? Intel's previous CEO Brian Krzanich while in Israel in 2017 stated that "Intel will be centered in Israel," further saying that "Intel thinks of themselves just as much as a US company as an Israeli company." Krzanich in 2018, was forced to step down as Intel's CEO because of a "violation of Intel's non-fraternisation policy". Was the then CEO of Intel of Brian Krzanich co-opted by Ghislaine Maxwell and the Epstein rings? He was booted (allegedly) from Intel for sexual misconduct and supposedly insider trading.
It was only after Intel had learned that there was a "security bug" in its microprocessors that Intel's CEO Brian Krzanich decided to sell all the stock he could based on corporate bylaws. This was after Intel learned of Meltdown and Spectre, two related families of security flaws in Intel processors. Is it possible the "security bugs" came out of Intel Israel to wreck Intel and that once Intel made the move to Israel the chp manufacturer would come roaring back? Then if this wasn't egregious enough or the very least suspicious, Intel went on to warn the Chinese before the US government about the "security bugs."
Intel CEO sold all the stock he could after Intel learned of security bug
Intel Warned Chinese Companies of Chip Flaws Before U.S. Government
Intel Warned Chinese Companies of Chip Flaws Before U.S. Government
The disastrous I10 Ice Lake 10nm Intel disaster was a wholly Israel affair.
Listen to how the Intel x86 CPU can be back doored:
More:
Can people see what we have been reporting about for over the past two years? Nothing has changed. Why even give an interview?
HONORED TO BE AN ESSENTIAL PUBLIC SERVICE PROVIDER.
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.