Pat Gelsinger will only replace Bob Swan as CEO of Intel on February 15, but the market has placed a lot of expectations on new management. The CEO himself contributed to this: in a recent statement, Gelsinger announced that the company will restore the “crown” in chip manufacturing, ie its leading position in the field of sale. guide.
It is necessary to contextualize. Intel continues to lead the production of chips for the PC and server segments with lines like Core and Xeon. AMD has been growing significantly in similar markets, but far from reaching Intel’s level of penetration.
But when looking at semiconductors as a whole, TSMC leads the way in manufacturing. Pudera: the company that makes chips for companies like AMD, Apple, Qualcomm and Nvidia, just to name it.
In terms of production volumes, TSMC is sure to continue to lead, based on its customer base. But Gelsinger expects Intel to at least have “an unquestionable lead in process technology [de fabricação]”.
Gelsinger’s statement sounds a bit contradictory: Intel itself has signaled that it intends to outsource part of its semiconductor manufacturing, and TSMC is one of the most considered names for this. Another one is from Samsung. Intel spoke to two companies.
Gelsinger knows this and does not seem to rule it out. On the other hand, the CEO hinted that he intends to keep the majority of production indoors: “I am confident that most products from 2023 will be made in-house,” he said.
The year 2023 was all about a remarkable year for Intel, because, at the time, the company had to produce 7-nanometer processors at full speed.
But here’s a questionable point too: if Intel is slow to bring the first 10-nanometer chip to the market, what is the guarantee that the production of 7-nanometer units won’t run into the same problems?
There is some optimism. Swan, the outgoing CEO, said this week that the problems that caused Intel to delay the expected launch of the 7-nanometer chip between 2022 and 2023 have been resolved.
As if to reinforce this optimistic climate, Gelsinger also recently stated that “big companies have the ability to recover from tough and challenging times”.
ARM is also a threat
But that’s just one of the challenges Pat Gelsinger’s leadership will have to deal with. Another factor is the degree of relevance chips with ARM architectures have in the market. To some extent, the positive reception that Macs with M1 (Apple Silicon) chips are experiencing suggests that ARM technology can also be successful in the PC segment.
With information: Cnet.