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Kadensa Capital Limited news. Kadensa Capital Limited said that Intel’s ambition to regain the high ground in the chip category is obvious under a combination of punches. Starting from the world's first microprocessor, Intel has invented many wonders in the semiconductor industry. But as usual, Intel, which is more than 50 years old, is perilous, and the central CPU territory is corroded by latecomers one by one, and its partners have also regrouped. At the moment when TSMC and Samsung are fiercely attacking the 7nm process technology, is Intel still stuck at 7nm and can't do it? To
Win Qualcomm Amazon
One after another, after the "marriage" with the foundry GlobalFoundries (also known as "GlobalFoundries") failed, Intel turned around and released a series of big moves. On July 26, local time, Intel announced that the company's factories would start to consume Qualcomm chips. In addition to Qualcomm, Amazon will also be another new customer of Intel's chip foundry business.
According to Intel's purpose, it will expand its foundry business before 2025 to chase competitors such as TSMC and Samsung. This purpose is not unpredictable. After all, as early as March this year, Intel officially announced that it would spend 20 billion US dollars to build two new chip factories in Arizona to establish a foundry business and consume chips for other companies.
Over the years, as a typical representative of IDM, Intel has been known for its self-sufficiency in the field of chips. From design to manufacturing, to packaging and testing, it has once formed a closed loop. Last year, Intel was still thinking about outsourcing. Before the "official announcement", Bloomberg commented that this move heralded "the end of a period when Intel and the United States dominated the world semiconductor industry." The scope of this huge shock is far beyond. Silicon Valley.
Regarding chip foundry, Intel’s statement is that the potential market for foundry business will reach 100 billion U.S. dollars by 2025, and Intel will manufacture a series of chips to gain competitiveness, including chips based on ARM technology. Regarding the purpose of the foundry business, a reporter from Beijing Business Daily sent an interview request to Intel, but did not receive a detailed reply.
Behind the series of listed measures in foundry is Intel's ambitions on chip manufacturing. Last week, there was news that Intel was discussing the acquisition of the foundry GF at a price of 30 billion U.S. dollars. The latter was a global chip manufacturing giant with the same name as TSMC. If the deal is made, it will become the largest in Intel’s history. A one-off purchase.
Although not long after this acquisition rumors were recognized by the party involved, GF, it is a recognized fact that Intel is trying to make another success in chip manufacturing. In addition to investing heavily in building factories in the United States, Intel also plans to invest 20 billion U.S. dollars to build chip factories in a number of EU member states. According to the "Financial Times" report, Intel is still lobbying the European Union in an attempt to gain support.
Laggard

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“In today’s market environment, Intel’s pressure is indeed greater.” Bu Rixin, a partner of InnoPath Investment Consulting, said frankly. Judging from a series of recent strategic initiatives, Intel may have such considerations, that is, it wants to use generations. Gonglai breaks some of the backwardness in the process.
Intel cards have been on the 7nm process for a long time. According to Intel's original plan, the 7nm process should be used for mass production of chips in the second half of this year. But after the first quarter of this year’s financial report was released, its CEO Pat Kissinger announced that the first 7nm processor Meteor Lake will come out in 2023. At the same time, later this year, the capacity of the 10nm process will exceed the 14nm process.

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