Intel wafer foundry business ranked among the top ten for the first time. Maybe this large factory may be dismantled into five companies in the future?

Recently, some industry sources said that Intel, the CEO of Intel CEO Pat Gelsinger, may eventually be split into Mobileye, Altera, wafer foundry industry, chip manufacturing equipment unit IMS Nanofabrication Global and the product department.EssenceIt is also believed that after the independence of Intel splitting the business, it may be more valuable than merging entities.

In this regard, Gelsinger responded recently that Intel will not split the wafer foundry business, but starting in the second quarter of next year, financial reports will be released separately.

At present, the majority of guessing for the split of Intel Wores occupy the majority, because this is not unavoidable.It is reported that GlobalFoundries is the wafer factory business split from AMD, and AMD itself has become a leading IC design plant.

Regarding the above plans, some people in the industry chain believe that this plan is too crazy, and it is also a long process to achieve it.But it can be seen that Intel's determination to make a wafer foundry.

According to the TrendForce Research Research Report, the top ten of the global wafer foundry in the Q3 quarter of 2023 reached refresh. In the second quarter, TSMC, Samsung, CEICS, UMC, SMIC, Huahong Group and Gao Tower semiconductor occupied the steady occupation.The top seven in the market.Intel's IFS foundry business ranked in all companies in the quarterly growth rate. This business ranked among the top ten of the global wafer foundry revenue after the first split of Intel.

According to Intel's official news, although the Intel foundry service division's operating loss in the third quarter still reached $ 86 million, the department's revenue was US $ 311 million, an increase of 299%year -on -year.

The TrendForce Research Research Report shows that the Intel IFS business benefits from the seasonal factors of laptops and computers in the second half of the year, coupled with its own advanced high -cost process contribution, and promoting Intel's IFS business revenue among the top ten on the list.

At present, TSMC, Samsung, and Intel are stepping up the development of advanced processes.According to media reports, TSMC has demonstrated to large customers such as Apple and Nvidia, and its 2 -nanoton prototype test results will be repaired in 2025. Samsung is providing a price reduction version of the 2 -nanometer to attract Nvidia and other customers.And said that it has been prepared for production in 2025; Intel said that his 18A process (1.8nm) was ahead of TSMC N2, and he was still investing more advanced process research.

In addition, the supply chain news revealed that UMC may authorize its 12nm process technology to Intel. The two parties have been in contact for a long time, and it is expected to sign a letter of intent for cooperation in the near future.The news has not yet received a response from both parties.Industry speculation is mainly because the UMC 12nm ARM architecture technology will generate complementarity to Intel, which mainly attacked the X86 frame, and UMC will receive an authorized payment of Ten MTMs by tens of billions of dollars in stages.

It is unknown whether Intel can keep squeezing into the top ten of the wafer foundry in the next quarter.However, in the long run, Intel IDM2.0 strategy is very large, and the current fab has signs of loosening.

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