This list has been released several times, including giants in the semiconductor industry such as TSMC, Samsung, and SMIC, but it does not have the name Intel because Intel is not a pure semiconductor foundry.
Intel, like Samsung, once adopted the IDM (Integrated Device Manufacturer) model, integrating design, production, and testing. Samsung later transformed into a contract factory, and Intel also tried contract manufacturing business, but due to the good CPU business, it did not pay attention to this aspect and ultimately gave up on this field.
At that time, Intel relied on its leading position internationally and advanced technology to produce high-performance chips such as CPUs, earning a lot of money. But later on, Intel fell into a predicament.
With the changes in the chip industry, Intel’s profits are also constantly declining, and they have to rethink their strategies.
However, what Intel did not expect was that TSMC became a professional chip foundry enterprise. And TSMC, relying solely on OEM, can make big profits, with both revenue and profits steadily increasing, becoming the world’s largest semiconductor company.
Initially, Samsung was able to surpass Intel because their memory prices had risen, but now their revenue has been surpassed by TSMC.
Intel was originally the strongest, but surprisingly, it was overtaken by Samsung and TSMC, even relying on TSMC for the 3 Nm process. So after replacing the CEO, Intel resumed its chip production and focused on high-end chip manufacturing technology.
However, two years later, Intel did not make any breakthrough progress in chip manufacturing. Even though there are rumors that Intel has received a large number of orders, this operating method still restricts their development space because they have a direct competitive relationship with customers, which will ultimately have a certain impact on their users.
One of TSMC’s success secrets is that they adopt a pure chip foundry model, rather than competing with customers for market share. They are completely customer-centric, which is also the main reason why TSMC competes with Samsung for Apple orders.
Samsung aims to manage chip design and manufacturing separately, and drive the development of the chip manufacturing industry forward.
Therefore, Intel has decided to adjust its production and operation by separating its original IDM production and chip foundry departments and establishing a new production and operation department for Intel.
In this case, even chips produced by Intel itself must be priced at the same market price as other users.
Intel’s actions are also aimed at enhancing the competitiveness of chip manufacturing and laying a solid foundation for future competition with TSMC and Samsung. On this basis, Intel hopes to surpass Samsung next year, leap to second place in the world, and leap to first place by 2030.
Intel also has an absolute advantage in chip manufacturing. Firstly, Intel has a strong technological foundation and has planned 5 OEM processes for the next 4 years. It is said that the progress is very fast, even surpassing TSMC in the 1.8 Nm process is not impossible.
Secondly, Intel has participated in the semiconductor industry upgrade project in the United States, and as a local company, they will receive more funding and subsidies, even surpassing Samsung and TSMC. And they will also help Intel acquire more technology by inviting them to establish factories in the United States.
In addition, in addition to its factories in the United States, Intel has recently announced new factories in Germany, Israel, and Poland.
In addition, Intel also has a significant advantage in obtaining orders from American companies. TSMC’s main customers are American companies, including Samsung. That’s why TSMC recently held a technology promotion conference in Chinese Mainland.
TSMC is also feeling pressure, and they are well aware that they are facing a strong enemy. The US government is very strong in supporting Intel behind the scenes. The reason why ASML was able to dominate the global lithography machine market was due to pressure from the US government, which pushed Nikon from Japan out.
But chip manufacturing is a very complex industry that cannot be surpassed in a short period of time. It takes two years to establish a new factory.
TSMC and Samsung have both undergone years of development in order to occupy first and second positions in the chip foundry market. And it is unlikely that Intel will climb to the world’s second place within the next year.
But the separation of Intel’s chip foundry department shows their determination and strength in chip foundry. This will undoubtedly pose a great threat to TSMC and Samsung. Some foreign media commented, “TSMC and Samsung can’t sit still!”
Refer link:https://baijiahao.baidu.com/s?id=1770003228877504866&wfr=spider&for=pc
