3줄요약

1. IMD 2.0에서

2. 파운드리 자회사 설립 발표

3. 20조 투자해서 애리조나에 팹 2개 건설할 예정

 

원문 발췌

The announcements are part of a new “IDM 2.0” strategy for Intel’s design and manufacturing, which is made up of three parts. First, there’s Intel’s in-house manufacturing, which will continue to serve as a key part of Intel’s design and production of chips. Second, there’s an expanded use of external foundries, including TSMC, Samsung, and GlobalFoundries, for production of “products at the core of Intel’s computing offerings” for both consumer and enterprise chips, starting in 2023.

 

And third, there’s the newly announced Intel Foundry Services, which will see Intel open its gates to handle manufacturing of chips for other commercial customers, led by Randhir Thakur. Intel Foundry Services is a “standalone foundry business unit,” and it will develop x86, Arm, and RISC-V core chips for external clients using Intel’s manufacturing technology. And crucially for government work, Intel’s foundries will be located in the US and Europe, a benefit that competitors like TSMC don’t have. Partners include IBM, Qualcomm, Microsoft, Google, and more.

 

The expansion of Intel’s manufacturing efforts — which include a $20 billion investment into new fabs in Arizona that will expand Intel’s existing Ocotillo campus — come at a critical time: the ongoing global semiconductor shortage means that demand for chips is at an all-time high. Adding Intel’s foundries (and its new Foundry Services business) could help open up new avenues for companies to source the chips that are essential for everything from new video game consoles to new pickup trucks. Gelsinger also teased that more foundries are in the works, promising additional announcements of expansions in the US, Europe, and elsewhere in the world later this year.

 

 

 

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