TSMC Believes that Intel Chip Foundry Orders will not Last Long

According to media reports, in the second quarter earnings analyst conference call last week, the chip giant Intel announced that they are considering handing over the chips to other manufacturers. This week, TSMC’s acquisition of Intel News of chip foundry orders.

TSMC is currently at the forefront of the industry in terms of chip technology. Intel is an important processor supplier in the world. If Intel’s foundry orders can be obtained, it will be very helpful to TSMC’s capacity utilization and performance improvement.

According to  media reports, Intel has already handed over to TSMC the GPU foundry order in 2021, with a total of 180,000 units, using TSMC’s 6nm process, and cooperation plans for 5nm and 3nm CPUs are also in progress.

Since TSMC’s OEM orders for advanced process processes are relatively sufficient, some manufacturers are waiting in line for TSMC’s production capacity. After obtaining Intel’s orders, TSMC’s increase in production capacity has attracted much attention.

But industry chain sources revealed that TSMC internally believes that Intel’s chip foundry orders will not be long-term, so even if they get Intel’s foundry orders, they will not increase production capacity for this.

TSMC internally does not believe that Intel’s foundry orders are long-term. It may be related to Intel’s statement and current adjustments.

In the second quarter earnings analyst conference call last week, Intel CEO Robert Swan said that if other manufacturers’ process technology is needed, they call it an emergency plan, and they are prepared to do that, using other manufacturers’ process technology. , They will have more choices and be more flexible. In the case of backward technology, they can try other options instead of making them all by themselves.

Robert Swan announced the adjustment of the technical architecture, dividing the technology, system architecture, and customer group into five teams, and the head of each team directly reported to her. Technical development is the first announced on the official website. This team, led by Dr. Ann B. Kelleher, who has been with the company for 24 years, will focus on the research and development of 7nm and 5nm chip manufacturing processes in the future. It can be seen that Intel has not given up its own manufacturing of chips.

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TSMC Believes that Intel Chip Foundry Orders will not Last Long

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