Intel will continue to be a TSMC customer and aims to win a small number of foundry orders at the 18A node

According to news on March 15, Intel’s Chief Financial Officer David Zinsner revealed at the Morgan Stanley TMT conference that Intel plans to continue its cooperation with TSMC Working together, their goal is to win a small number of foundry orders at the 18A node.

In response to questions, Zinsner pointed out that Intel is currently one of TSMC's important customers and plans to continue to maintain this cooperative relationship. In fact, Intel is now even more reliant on external foundries than expected.

Intel is currently unable to meet all demands in terms of production capacity, so will continue to implement the Smart Capital strategy and continue to use external wafer fabs. This is also in line with Intel CEO Pat's previous reports on this site.・Pat Gelsinger’s statement.

Zinsner said that The relationship between Intel and TSMC is not only competition: Intel has issued OEM orders to TSMC, and TSMC also purchased mask writing equipment from Intel's IMS; CEOs of both parties We meet often and maintain a good relationship.

According to the CFO, Intel may not get most of the orders from any major external design company on the Intel 18A node, but even a small number of orders are very important to Intel foundry , because this will be the starting point of the future foundry business and the cornerstone of attraction.

Arm is vigorously promoting its CSS (computing subsystem) licensing model, and Intel Foundry is one of the ecological partners. Zinsner said that this will inevitably create a certain conflict between Intel's product business and foundry business, but this competition to "win every socket" is also part of Intel's business strategy.

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