While Intel is going to announce bad financial results in the next few days in connection with the general crisis, its CEO continues to plot his way and tries to sell the strategy he pushed since his return: to make Intel a foundry open to other partners as TSMC and Samsung do. In a recent interview, Pat Gelsinger listed the advantages that AMD and NVIDIA would have in having their future products manufactured in Intel’s foundries. The fundamental point put forward by the Intel CEO is that the technological mastery will now return to the blue camp. The next big breakthrough for the company is scheduled for 2023 with the Intel 4 manufacturing process (direct competitor of TSMC’s 4 nm). A godsend given the problems that the Taiwanese seems to encounter with its 3nm. For now, MediaTek is the main partner that Intel has signed to manufacture its chips in its foundries. But the ambition is always to go further. Gelsinger even going so far as to say that he would be willing to dedicate a complete manufacturing unit to a future partner.
If he believes that Intel will produce under its own brand the best CPUs and GPUs of the moment in the near future (insisting a lot on Meteor Lake), Gelsinger thinks that its current competitors who do not have a factory must jump the gun to be more efficient.
Intel wants to convince the biggest ones to make them manufacture at home
At the same time (that we will launch the best CPUs and GPUs), I will be the Nvidia foundry. By the way, they need a more resilient supply chain. They need these technologies that we are working on. I don’t know how much you’ll win, but I want to win the deal with your company. I want to win on the Qualcomm deal, and I want to win the Apple deal. We want to be that supplier of choice.
