![]() ![]() Try and compete on an inferior node (for a while, until they grow frustrated) If they can't keep up, and get some clients, Intel will either: Apr 12th 2023 Intel Foundry and Arm Announce Multigeneration Collaboration on Leading-Edge SoC Design (4)Īdd your own comment 16 Comments on Intel Expects to Beat TSMC at 2nm, Intel Foundry to Operate Almost as a Separate Business #1 DavenĭyonoctisSeems like it's the only thing that they can do at this point.mocking Intel was fun for a while, but the whole foundry situation start to become really worrying.Mar 4th 2023 Intel Releases Windows Workaround and Patch for Ethernet Stuttering and Disconnects (72).Apr 10th 2023 Intel 14th Gen Core Lineup Confirmed to be Meteor Lake CPU Range (35).Feb 6th 2023 Intel Meteor Lake to Feature 50% Increase in Efficiency, 2X Faster iGPU (75).Feb 26th 2023 Intel to Go Ahead with "Meteor Lake" 6P+16E Processor on the Desktop Platform? (128).May 1st 2023 Intel Confirms "Core i-" Getting Replaced by "Core Ultra" For Upcoming Meteor Lake Processors (88).Dec 21st 2022 Intel Reorganises its Graphics Chip Division, Raja Koduri Seemingly Demoted (131).Sep 27th 2022 Intel 13th Gen Core "Raptor Lake" Desktop Processors Launched: +15% ST, +41% MT Uplift (224).Oct 30th 2022 Intel's Next-Gen Desktop Platform Intros Socket LGA1851, "Meteor Lake-S" to Feature 6P+16E Core Counts (113).Jan 20th 2023 PSA: Intel I226-V 2.5GbE on Raptor Lake Motherboards Has a Connection Drop Issue: No Fix Available (175).The company is developing five different products (assuming packaging) on Intel 18A, all of which will be available for customers to use as well. Intel also states that keeping IFS as a business unit allows the company to simultaneously develop products on it and de-risk it for customers who want to build on IFS. At the start, IDM is expected o start with a negative operating margin. Putting IDM into its own P&L will result in $8-10 billion in "cost reduction opportunities, " including ramp rates, test time, and sort times based on the market pricing, not Intel's pricing. The company's strategy is still to have IFS as the second biggest external foundry business, presumably just behind TSMC. Intel hopes to regain node leadership with the Intel 18A node in 2025. ![]() Intel IDM, including Intel Foundry Services (IFS), will get a new operation model, which will put IDM as an almost separate business unit with its own profit and loss (P&L) statement published in the quarterly/yearly financial report.Īccording to Intel, the company's IDM 1.0 strategy has been serving it well, but IDM 2.0 is needed to build next-generation nodes as the capital required for them is massive. David Zinsner, Executive Vice President and the Chief Financial Officer, alongside Jason Grebe, Corporate Vice President & GM of the Corporate Planning Group at Intel, joined investors to explain how IDM will transform into a next-generation business. ![]() However, the new restructuring hopes to change some of the business operations to increase its efficiency and establish Intel as the go-to foundry for customers. Intel's integrated device manufacturing (IDM) has been experiencing a lot of trouble in recent years, and the company is not a leading-edge semiconductor manufacturer, with TSMC taking the pole position. ![]()
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