Samsung beware! Intel strives to become the world’s second largest wafer foundry by 2030
Randhir Thakur, the president of Intel’s foundry services, recently said in an interview with Nikkei Asia that “the goal is to become the second largest foundry in the world by 2030 and generate profits great,” meaning that Intel should defeat the Samsung Electronics department. of South Korea. However, Samsung’s foundation will generate more than $20 billion in revenue in 2021, and there is still a chance to exceed this figure in 2022. I the first quarter of 2022, Samsung’s market share reached 16.3% in the world, although behind TSMC 53.6. . %, but ahead of UMC and GlobalFoundries.
Intel Foundry Services has earned $576 million in revenue so far in 2022. If the acquisition of Tower Semiconductor is completed successfully in early 2023, Intel Foundry Services is expected to grow revenue by approx. and $ 1.5 billion a year, granted immediately to the Intel Foundry. The construction services sector is the seventh or eighth largest in the world, but it is still far behind Samsung in terms of revenue.
According to Randhir Thakur, in order to become the second largest in the world, Intel should use a multi-strategy. The province must first develop the leading power, production and area (PPA), which must be more competitive than Samsung and TSMC, and have the first production capacity and time to market it. In fact, by the end of the 2020s, Intel should be stronger than Samsung’s core group. Through new and old technology, maintain the original high-tower semiconductor competition. It is expected that Intel’s wafer generation department may receive orders from some customers from TSMC or Samsung, and may also receive orders for systems. parent from GlobalFoundries and China Semiconductor Manufacturing International Corporation.
So far, Intel has announced an excellent way of developing the process, including mass production of the 18A process in 2025 and possibly the use of high-ultraviolet display equipment NA is high for the 18A process to increase the production capacity. Intel’s plan is stronger than Samsung and TSMC, because Samsung and TSMC will produce 2nm in 2025 and will be available at the end of 2025 or the beginning of 2026 startup, which will set Intel back for a while.
In terms of semiconductor manufacturing, Intel is also actively planning to build 20A capacity Fab 52 and Fab 62 wafers in Arizona, USA. Intel Ohio built the first two 18A/20A factories and one $3.5 billion packaging plant. With the expansion of the Irish factory to support the Intel 4 process and the construction of a new factory near Magdeburg, Germany. In total, Intel’s investment in the next few years is about $100 billion and the development potential cannot be underestimated.
Samsung is not far behind, recently announced that it will invest more than $ 33 billion in the expansion of new semiconductor capacity in 2022 and maintain the same level of investment in 2023. It is not clear how much is invested in semiconductor factories. memory and a lot to expand the basic strength of Samsung, but Samsung is also very strong and does not compare to Intel in terms of basic business. It seems difficult for Intel to get orders from Samsung and even TSMC. Major vendors such as Huida have signed long-term contracts with Samsung or TSMC. Intel factories are located in Europe and the United States. Whether the cost of providing services can be as competitive as Samsung or TSMC in Asia remains to be seen.
Intel factories are located in Europe and the United States. Although Asian semiconductor factories continue to operate, US consumers are expected to buy products from factories outside the United States due to factors such as logistics and technical difficulties. In Europe, there are not many high-end processors, so Intel has to rely on its own products to grow. But Intel emphasized that many customers can see advantages in US or European factories.
Randhir Thakur said that since Intel launched its platform services, it has been connecting with customers. Many of these companies see a more resilient and geographically balanced semiconductor supply chain as an important strategy. On the other hand, European and American politicians want to establish a local supply chain for semiconductors and