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Intel attracts interest for test chips using new manufacturing process

Economic Times

Economic Times · 2m ago

Intel attracts interest for test chips using new manufacturing process

Intel announced that several of its contract manufacturing customers intend to build test chips using a forthcoming advanced manufacturing process. The company, aiming to compete with TSMC, plans to revamp its foundry operations under CEO Lip-Bu Tan. The in-development 14A process involves a new chipmaking tool and power delivery technology. Intel is also ramping up its 18A process for high-volume production this year, with factories in Arizona scaling up. Intel shares rose slightly following the announcement.

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TSMC shows off new tech for stitching together bigger, faster chips

Economic Times

Economic Times · 2m ago

TSMC shows off new tech for stitching together bigger, faster chips

Taiwan Semiconductor Manufacturing Co (TSMC) has introduced an advanced chip technology designed for AI applications. The A14 manufacturing process is set to be available by 2028, offering a 15% performance boost or 30% power savings over current models. TSMC’s new System on Wafer-X technology enables integration of multiple chips, promising enhanced performance. This development intensifies competition with Intel in the burgeoning AI chip market, emphasizing integration and customer collaboration alongside traditional performance metrics.

Microsoft and Intel strike a custom chip deal that could be worth billions

The Verge

The Verge · 1y ago

Microsoft and Intel strike a custom chip deal that could be worth billions

Intel and Microsoft have announced a partnership in which Intel will produce custom chips designed specifically for Microsoft. The deal is valued at over $15 billion and was announced during Intel's recent event. The purpose of the chips has not been specified, but it is reported that Microsoft has plans for in-house designs for processors and AI accelerators. The chips will utilize Intel's 18A process and this partnership is seen as part of Intel's strategy to regain its position in the chipmaking industry. Taiwan Semiconductor Manufacturing Company (TSMC) has found success with a similar playbook, partnering with companies like Apple, Qualcomm, and AMD.

What needs to go right for Intel, and what happens if it doesn't

Business Insider

Business Insider · 8m ago

What needs to go right for Intel, and what happens if it doesn't

Intel, the chip giant, is causing concerns among lawmakers and analysts as its stock plummets and it experiences setbacks. However, there are still potential ways for Intel to recover. First, its 18A process technology must succeed, which could enable it to regain customers and catch up to competitors like TSMC. Second, Intel's plan to spin out its manufacturing business, Intel Foundry, needs major companies to use its services. Third, government aid under the CHIPS Act and support from Washington could potentially help Intel become profitable again. Nevertheless, there are discussions of a possible breakup or merger if Intel fails to turn things around.

Is this the end of ‘Intel Inside’?

Livemint

Livemint · 1y ago

Is this the end of ‘Intel Inside’?

Intel is facing a critical battle for market share as multiple companies like Apple, Microsoft, and Qualcomm shift away from its chips. With Apple having already moved away entirely from Intel's chips, Microsoft is accelerating efforts to make Windows run on ARM-based processors. Google's Chrome OS is also posing a threat to Microsoft. These shifts could result in the loss of Intel's market dominance and the "Intel Inside" sticker on PCs. However, Intel is determined to stay competitive, with plans for new chip generations and advancements in manufacturing technology.

US considering more than $10 billion in subsidies for Intel as part of CHIPS act to secure domestic semiconductor manufacturing

Techradar

Techradar · 1y ago

US considering more than $10 billion in subsidies for Intel as part of CHIPS act to secure domestic semiconductor manufacturing

The US Government is considering providing $10 billion worth of subsidies to Intel to secure domestic semiconductor manufacturing. Currently, most semiconductors used in the US are manufactured in areas vulnerable to Chinese interference. The CHIPS Act has allocated $53 billion to secure domestic semiconductor production, with Intel planning to use potential subsidies to expand manufacturing in Arizona and New Mexico. Intel is also planning to construct a chip factory in Ohio, which will be the world's largest, but completion may be delayed until 2026. This move has drawn criticism for not diversifying semiconductor suppliers sufficiently.

Intel's $7.86 billion subsidy deal restricts sale of its manufacturing unit

Economic Times

Economic Times · 7m ago

Intel's $7.86 billion subsidy deal restricts sale of its manufacturing unit

Intel's $7.86 billion government subsidies deal comes with restrictions that limit the company's ability to sell stakes in its chipmaking unit if it becomes independent. The subsidies, part of a $39 billion initiative to revive chip manufacturing in the United States, require Intel to own at least 50.1% of its chip unit, Intel Foundry, should it be separated into a new entity. If Intel Foundry turns into a public company, Intel can only sell 35% of the unit to any one shareholder without triggering change-in-control provisions. Compliance with these restrictions is necessary for Intel to proceed with its multi-billion dollar projects and continue manufacturing advanced chips within the United States.

Synopsys says new tools help design cars, data centers faster

Economic Times

Economic Times · 1y ago

Synopsys says new tools help design cars, data centers faster

Synopsys revealed its new software tools aimed at simplifying and expediting the design process for cars, data centers, and other complex systems reliant on semiconductors. While Synopsys is already a major player in chip design software, the company's proposed $35 billion acquisition of engineering software firm Ansys will broaden its capabilities to assist customers in designing end products and systems. Tesla, for instance, utilizes virtual simulations of custom chips to write software and test car controls before physical manufacturing. Synopsys also outlined how data center operators can simulate software performance across thousands of chips to determine cooling needs.

US considering more than $10 billion in subsidies for Intel

Livemint

Livemint · 1y ago

US considering more than $10 billion in subsidies for Intel

The US government is reportedly in talks to provide more than $10 billion in subsidies to Intel Corp. The subsidies are expected to be in the form of loans and direct grants. The funding comes from the CHIPS Act program, aimed at boosting semiconductor manufacturing and supply chain investments. Intel plans to use the funds to build chip factories in Arizona, New Mexico, and Ohio. Other companies such as Micron, Samsung Electronics, and Taiwan Semiconductor Manufacturing Co have also applied for US funding for their chip factories.

Chip startup Retym raises $75 million to build chip that will AI connect data centers

Economic Times

Economic Times · 3m ago

Chip startup Retym raises $75 million to build chip that will AI connect data centers

Chip startup Retym has secured $75 million in funding, part of $180 million total, to develop networking chips for AI computing in data centers. These chips perform digital signal processing (DSP) to improve data transfer speed within data centers, crucial for AI model creation. Retym aims to address connectivity bottlenecks with its chips designed for data transfer over 30-40 kilometers. Using Taiwan Semiconductor's manufacturing process, Retym plans to release its first product within the year.

Intel manufacturing business will see 'meaningful' revenue in 2027: CFO

Economic Times

Economic Times · 10m ago

Intel manufacturing business will see 'meaningful' revenue in 2027: CFO

Intel's CFO, David Zinsner, announced that the company expects significant revenue from its contract chip manufacturing business starting in 2027. Intel is currently in discussions with 12 potential clients, with some expected to generate revenue in 2026 and additional cash flow in 2027. The company is prioritizing its more advanced 18A manufacturing process over the 20A process and is already generating revenue from its advanced packaging business. Intel is undergoing a turnaround plan, including business divestments and a workforce reduction, with CEO Pat Gelsinger set to present plans to the board in mid-September. The company is also considering options as it prepares to cut or keep certain aspects of its operations. Funding from the U.S. CHIPS Act is not expected to impact Intel's financials until the end of the year.

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