Latest news with #SemiAccurate
Yahoo
14-05-2025
- Business
- Yahoo
Tariffs and TSMC delays could turn Apple into an Intel Foundry customer
When you buy through links on our articles, Future and its syndication partners may earn a commission. Intel has historically downplayed its external Foundry customers, but on Tuesday, CFO David Zinsner gave us some insight into why Intel remains silent on its biggest clients. During a conversation at the J.P. Morgan Global Technology, Media, and Communications conference in Boston, Zinsner confirmed that Intel doesn't have a significant volume of external chips. At least on the 18A process node. Zinsner implied Intel will have more customers for its future 14A process node. "We have the traditional pipeline modeling, we have a bunch of potential customers, and then we get test chips, and then some customers fall out of the test chips. And there's a certain amount of customers that hang in there. So committed volume is not significant right now," Zinsner said. Zinsner has been at Intel since 2022 and was at Micron before that. Before Lip-Bu Tan took over as CEO in March, Zinsner served as co-CEO with fellow Intel executive MJ Johnston Holthaus after Pat Gelsinger stepped down as CEO in December 2024. Intel Foundry is currently working on the 18A and 14A production pipelines for chips in the 2 nm-and-under range, these processes will be used for Intel's own chips. The first, codenamed Panther Lake, will arrive later this year, Zinsner confirmed. "We always expected that the predominant amount of volume of 18A was going to be internal to us, and we would win customers here or there that would fill in the gaps." However, Intel will be looking for a higher volume of external sales for 14A. So, while Intel may not be making many chips for outside customers right now, a recent report from SemiAccurate indicates that could change soon. Let's take a closer look at what could be in store for Intel's chip foundry business. So far, a few big names have been reported as Intel Foundry clients. Reuters and SemiAccurate have previously reported that Broadcom and Nvidia are Intel Foundry customers, and Taiwan Semiconductor could potentially pitch a change to Intel to its longtime customers. According to that same Reuters report, TSMC also pitched Intel Foundry to AMD, but there has been no further news on that front. Reuters has also reported on a deal between Intel Foundry and Amazon to make a custom chip. One of the few official confirmed partners with Intel Foundry is Microsoft, which announced a partnership with Intel Foundry in February of last year. While not all of these rumors and deals have been confirmed, they do indicate a potential shift in the silicon production market, which lends some credence to SemiAccurate's most recent report on Intel Foundry. This new report, published on Monday, implies that Apple might be the newest Foundry customer as TSMC, Apple's current production partner, is capacity-bound on advanced packaging. DEAL SPOTLIGHT Lenovo's Early Memorial Day Access sale knocks $256 off the 2024 Lenovo IdeaPad 5i 2-in-1 laptop with coupon "DEASAVINGS1". Get things done from anywhere and enjoy seamless performance, whether working on a college term paper, drafting documents for work, or consuming content in your downtime. Key specs: 14-inch FHD (1920 x 1080) 300-nit touchscreen, Intel Core 5 120U 10-core CPU, 8GB RAM, Integrated Intel Graphics, 512GB SSD, 720p webcam with dual microphone and privacy shutter, fingerprint reader, Lenovo Digital Pen, Windows 11 HomeView Deal A direct read Zinsner's comments implies that many of Intel's external Foundry customers have yet to fully switch production lines for their chips. However, it's possible that those external custom chips are still in testing or that the exact details of the agreement are still being negotiated. After all, Zinsner did indicate that most of Intel Foundry's 18A process would be sold internally to Intel, while 14A is expected to have a broader range of external wafer sales. But if the rumors of TSMC's maxed capacity are true, combined with the ever-shifting US foreign manufacturing tariffs, Intel Foundry could be a more attractive option than ever for silicon production. TSMC is not out of the chip game yet, though. It's reportedly working on 2nm and smaller silicon wafers, which are expected to be used in the next generations of Apple Silicon. So, even if a company like Nvidia or Apple were to shift production from TSMC to Intel Foundry, we likely wouldn't see those chips for a few generations. That's in line with Zisner's comments on Tuesday about Foundry production. Intel's 14A process is expected to hit commercial production in 2027, which is also when Intel Foundry is set to break even. This could potentially be thanks to external customers. And that would coincide with the next big Nvidia (RTX 60-series) or Apple Silicon (M7) launches. Intel has been keeping its Foundry cards close to its chest for years, so we'll likely only know the details once the chips are ready for production or agreements have been filed with the SEC. Intel's new CEO Lip-Bu Tan has a retro vision for Intel's future, but is nostalgia the key to success? Forget the M5, Apple is reportedly already working on the M6 and M7 Computex showdown: Nvidia & MediaTek tipped to steal Windows-on-Arm spotlight
Yahoo
14-05-2025
- Business
- Yahoo
Tariffs and TSMC delays could turn Apple into an Intel Foundry customer
When you buy through links on our articles, Future and its syndication partners may earn a commission. Intel has historically downplayed its external Foundry customers, but on Tuesday, CFO David Zinsner gave us some insight into why Intel remains silent on its biggest clients. During a conversation at the J.P. Morgan Global Technology, Media, and Communications conference in Boston, Zinsner confirmed that Intel doesn't have a significant volume of external chips. At least on the 18A process node. Zinsner implied Intel will have more customers for its future 14A process node. "We have the traditional pipeline modeling, we have a bunch of potential customers, and then we get test chips, and then some customers fall out of the test chips. And there's a certain amount of customers that hang in there. So committed volume is not significant right now," Zinsner said. Zinsner has been at Intel since 2022 and was at Micron before that. Before Lip-Bu Tan took over as CEO in March, Zinsner served as co-CEO with fellow Intel executive MJ Johnston Holthaus after Pat Gelsinger stepped down as CEO in December 2024. Intel Foundry is currently working on the 18A and 14A production pipelines for chips in the 2 nm-and-under range, these processes will be used for Intel's own chips. The first, codenamed Panther Lake, will arrive later this year, Zinsner confirmed. "We always expected that the predominant amount of volume of 18A was going to be internal to us, and we would win customers here or there that would fill in the gaps." However, Intel will be looking for a higher volume of external sales for 14A. So, while Intel may not be making many chips for outside customers right now, a recent report from SemiAccurate indicates that could change soon. Let's take a closer look at what could be in store for Intel's chip foundry business. So far, a few big names have been reported as Intel Foundry clients. Reuters and SemiAccurate have previously reported that Broadcom and Nvidia are Intel Foundry customers, and Taiwan Semiconductor could potentially pitch a change to Intel to its longtime customers. According to that same Reuters report, TSMC also pitched Intel Foundry to AMD, but there has been no further news on that front. Reuters has also reported on a deal between Intel Foundry and Amazon to make a custom chip. One of the few official confirmed partners with Intel Foundry is Microsoft, which announced a partnership with Intel Foundry in February of last year. While not all of these rumors and deals have been confirmed, they do indicate a potential shift in the silicon production market, which lends some credence to SemiAccurate's most recent report on Intel Foundry. This new report, published on Monday, implies that Apple might be the newest Foundry customer as TSMC, Apple's current production partner, is capacity-bound on advanced packaging. DEAL SPOTLIGHT Lenovo's Early Memorial Day Access sale knocks $256 off the 2024 Lenovo IdeaPad 5i 2-in-1 laptop with coupon "DEASAVINGS1". Get things done from anywhere and enjoy seamless performance, whether working on a college term paper, drafting documents for work, or consuming content in your downtime. Key specs: 14-inch FHD (1920 x 1080) 300-nit touchscreen, Intel Core 5 120U 10-core CPU, 8GB RAM, Integrated Intel Graphics, 512GB SSD, 720p webcam with dual microphone and privacy shutter, fingerprint reader, Lenovo Digital Pen, Windows 11 HomeView Deal A direct read Zinsner's comments implies that many of Intel's external Foundry customers have yet to fully switch production lines for their chips. However, it's possible that those external custom chips are still in testing or that the exact details of the agreement are still being negotiated. After all, Zinsner did indicate that most of Intel Foundry's 18A process would be sold internally to Intel, while 14A is expected to have a broader range of external wafer sales. But if the rumors of TSMC's maxed capacity are true, combined with the ever-shifting US foreign manufacturing tariffs, Intel Foundry could be a more attractive option than ever for silicon production. TSMC is not out of the chip game yet, though. It's reportedly working on 2nm and smaller silicon wafers, which are expected to be used in the next generations of Apple Silicon. So, even if a company like Nvidia or Apple were to shift production from TSMC to Intel Foundry, we likely wouldn't see those chips for a few generations. That's in line with Zisner's comments on Tuesday about Foundry production. Intel's 14A process is expected to hit commercial production in 2027, which is also when Intel Foundry is set to break even. This could potentially be thanks to external customers. And that would coincide with the next big Nvidia (RTX 60-series) or Apple Silicon (M7) launches. Intel has been keeping its Foundry cards close to its chest for years, so we'll likely only know the details once the chips are ready for production or agreements have been filed with the SEC. Intel's new CEO Lip-Bu Tan has a retro vision for Intel's future, but is nostalgia the key to success? Forget the M5, Apple is reportedly already working on the M6 and M7 Computex showdown: Nvidia & MediaTek tipped to steal Windows-on-Arm spotlight Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
12-02-2025
- Business
- Globe and Mail
Why Intel (INTC) Stock Is Trading Up Today
What Happened? Shares of computer processor maker Intel (NASDAQ:INTC) jumped 8.7% in the morning session after Vice President JD Vance announced at the AI Action Summit in Paris that the US will provide regulatory measures to protect the country's artificial intelligence technologies from "theft and misuse." The global AI race is intensifying across industries, but few are as critical as semiconductors, where AI-powered chips run smart data centers, large language models like ChatGPT, and self-driving cars. Intel has recently won government grants to build facilities to manufacture cutting-edge semiconductor chips on US soil in the coming years, a move that could help improve the company's competitiveness. The Vice President's comments suggest Intel and other US innovators could benefit from measures that help protect valuable intellectual property, especially in artificial intelligence, ensuring their innovations drive sales and expand market share both domestically and internationally. Is now the time to buy Intel? Access our full analysis report here, it's free. What The Market Is Telling Us Intel's shares are very volatile and have had 21 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 25 days ago when the stock gained 8% on the news that Bloomberg reported the company could be a potential acquisition target. Bloomberg cited SemiAccurate, a tech site founded by Charlie Demerjian. SemiAccurate claimed it had "read an email about a company attempting to buy all of Intel." Intel is up 4.4% since the beginning of the year, but at $21.12 per share, it is still trading 54.2% below its 52-week high of $46.15 from March 2024. Investors who bought $1,000 worth of Intel's shares 5 years ago would now be looking at an investment worth $313.24. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story.
