At one time, the most advanced semiconductor technology was Intel's most powerful killer, but in recent years, TSMC, Samsung and even GlobalFoundries have been rushing all the way, and have entered or approached the 7nm era, Intel 10nm continues to be difficult to produce.
Although we have said many times, Intel's manufacturing process is actually ahead of the competition in terms of technology. But the problem is that others are in mass production. You are still on the PPT. This is an unavoidable reality, especially TSMC's 7nm. Mass production, Intel 10nm next year when mass production itself is not sure, if you can't get it, you will skip the ticket again.
Therefore, in addition to technically accelerating breakthroughs, how to adjust the manufacturing business is also a top priority for Intel.
Italian media recently exposed a push BitChips official irreparably, claiming that according to their work in the fab friend to send line newspaper, Intel plans to divest its fabs in 2020-2021.
BitChips also specifically stressed, The model adopted by Intel will be more like IBM than AMD.
In 2009, AMD divested its own fab manufacturing business, sold its shares to the Middle East oil company, established GlobalFoundries to become a foundry, and became a big customer, reducing the burden, but also handing the fate to others. .
IBM sold its semiconductor manufacturing business to GlobalFoundries in 2014, but not only did not make money, but also posted $1.5 billion for its own foundry processor.
Intel has the largest semiconductor fab in the world. Even if you want to sell it, I am afraid that no one on the planet can eat it. TSMC does not have that appetite.
Thus BitChips binding means, Intel is probably not simply selling the manufacturing business, but stripping it apart and setting up a separate company. On the one hand, it becomes a Fabless model that only makes design, on the other hand, it introduces external strategic investment for the manufacturing business, and at the same time grasps the controlling stake.
In this way, Intel can greatly reduce its pressure on technology research and development, resource investment, and reduce future risks. After all, 10nm is so difficult to do, and later 7nm, 5nm, 3nm can guarantee that nothing will happen.
At the same time, Intel can still firmly control the development of the craftsmanship, to ensure that it is synchronized with its own products, rather than AMD's many times to see the 'girlfriend' face.
In fact, in recent years, there have been voices from time to time to ask whether Intel should consider adjusting the manufacturing business and split it out. In the case of such a severe situation, Intel may not have no idea.
However, who has the courage to invest in Intel?
Intel Global Manufacturing Seal, Factory Network
