Early this morning, Intel's new CEO, Kissinger, announced a new IDM 2.0 strategy, that is to invest 20 billion US dollars to build his own 7Nm and other advanced process wafer factory, and at the same time to open the OEM business again, so as to grab the jobs of Samsung and TSMC.
Considering TSMC's leading position in the wafer foundry market,And Intel's competition and cooperation with several semiconductor giants,The industry thinks that Intel's OEM business is very difficult, because TSMC does not make chips and focuses on OEM, while Intel's CPU, GPU and other chips have their own business, which conflicts with the OEM business.
However, Intel's OEM business is not without opportunities. In the past six months, global semiconductor production capacity has been out of stock,Many companies rely too much on TSMC, but now it's not a good thingOne more foundry is also conducive to competition.
Sifive announced a cooperation agreement with ifs, Intel's wafer Services Division, to jointly promote risc-v innovative computing platform.
Unfortunately, there is no specific OEM business mentioned in sifive's announcement, and we don't know what process Intel will use to cooperate. We should expect Intel 7Nm process to produce risc-v processor in the future.
The cooperation with risc-v manufacturers has made a good start for Intel's OEM business, but it's too early to evaluate it now, because sifive company itself, like arm, only does IP and architecture licensing, and does not produce chips by itself. Cooperation with Intel can optimize the performance of risc-v in Intel factories, but there is still no result for which companies will use Intel process OEM in the end.