Intel może powierzyć produkcję procesorów Samsungowi i TSMC
Koncern rozważa outsourcing dla swoich topowych CPU.

Większość produkcji nadal pozostałaby we własnych fabrykach Intela – według założeń strategii na kolejne lata.
Intel rozmawia z TSMC i Samsungiem w sprawie powierzenia tym firmom produkcji niektórych swoich topowych procesorów. Miałaby rozpocząć się w 2023 r. – wynika z informacji Bloomberga.
Jeśli więc zmiana mogłaby pomóc w złagodzeniu niedoborów czipów na rynku, to nastąpi nieprędko. Nie ma jednak ostatecznej decyzji. Przypuszczalnie bardziej zaawansowane są negocjacje z tajwańską firmą TSMC, która już wytwarza układy scalone dla Intela (w tym FPGA).
Strategię obejmującą outsourcing zapowiedziano w końcu ub.r., a plany potwierdził nowy CEO Intela Pat Gelsinger zarysowując strategię koncernu na kolejne lata.
Przewiduje ona, że większość produkcji Intela nadal pozostanie w fabrykach własnych, natomiast outsourcing miałby pomóc w przezwyciężeniu problemów z dostępnością czipów, związanych z ograniczonymi możliwościami wytwórczymi koncernu, których skutki odczuwa zresztą cała branża. Zewnętrzni partnerzy mieliby pomóc w przyspieszeniu wprowadzenia na rynek zwłaszcza czipów wytwarzanych w procesie 7 nm.
Plan Intela zakłada też wytwarzanie układów scalonych na zlecenie dla innych firm. Powołano w tym celu nową jednostkę biznesową – Intel Foundry Services.
Prawdopodobne rozmowy z Samsungiem i Intelem następują niedługo po tym, gdy na analizę opcji strategicznych naciskał udziałowiec Intela, fundusz Third Point. Oczekuje on również sprzedaży nieudanych przejęć.
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Europejski rynek smartfonów zanurkował o 16 proc.
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Litwa bramą dla tajwańskich czipów. Polska jest w grze
Zapowiedziano 10 mln euro inwestycji. To dopiero początek - twierdzi przedstawiciel tajwańskich władz.
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Dług technologiczny ciągnie firmy w dół
Polskie firmy nadal toną w długu technologicznym. To główny problem w rozwoju dla 2/3 przedsiębiorców.