In 2009, Advanced Micro Devices Inc. (AMD) made the decision to stop manufacturing its own chips and instead turned to Taiwan Semiconductor Manufacturing Company (TSMC). This move proved to be beneficial for AMD, as TSMC provided superior manufacturing technology. On the other hand, Intel Corporation faced major delays and errors in its manufacturing process, leading to inferior technology. However, Intel is now looking to close the gap by utilizing TSMC’s advanced 3nm process node for its upcoming products.
Intel has embraced outsourcing to TSMC and is set to use the 3nm process node for its Lunar Lake laptop CPUs. Similarly, AMD is also utilizing this process node for its Ryzen AI laptop chips. Intel is expected to catch up to TSMC with its Intel 20A and Intel 18A process nodes for desktop and laptop CPUs, respectively. This move by Intel signals its ambition to become the world’s second-largest foundry in the semiconductor industry.
Under the leadership of CEO Pat Gelsinger, Intel is pursuing a bold plan called IDM 2.0, aiming to regain its leadership in process technology. Gelsinger’s vision includes delivering five new process nodes in four years to solidify Intel’s position in the market. This plan is a costly endeavor, but Intel shows determination to achieve its goals and become a world-class foundry company by the end of the decade.
The competition in the semiconductor industry is evolving, with Arm Holdings plc emerging as a significant player alongside Intel and AMD. Arm’s chip designs are widely used in high-end smartphones, and the company is expanding its presence in cloud and automotive markets. Intel has initiated a collaboration with Arm to optimize Intel 18A process design technology for Arm chips, indicating a shift towards AI-focused technologies.
As Intel and Arm collaborate, the landscape of the industry is changing, with AMD’s lead over Intel potentially diminishing. Despite initial doubts about Gelsinger’s vision, Intel seems on track to execute its transformation and become a powerhouse in the AI era. This shift could reshape the future of the industry and propel Intel to new heights.
In conclusion, the semiconductor industry is witnessing a shift in competition and technology advancements. Intel’s strategic moves towards advanced manufacturing processes and AI technologies indicate its ambition to regain leadership in the market. With promising partnerships and bold plans in place, Intel is poised to compete with industry giants like TSMC and AMD.
Article Source
https://www.benzinga.com/24/07/39695545/intel-is-getting-closer-to-staging-its-comeback
