A lot has been said about how semiconductors have become the backbone of modern society and the resulting silicon manufacturing arms race. Intel recently stepped up its game by announcing a significant strategic move to separate its foundry business and product businesses, such that Intel’s product business units will engage with the company’s manufacturing group in a similar fashion to fabless companies that engage with external foundries like TSMC. While the first external customer for Intel's leading-edge 18A process technology has yet to be named, it's hard not to speculate that Nvidia, a formidable competitor in the AI chip space, might consider leveraging Intel's foundry for manufacturing its chips. Intel splitting its business looks like a logical move to me if it truly plans to capture a meaningful share of the pure foundry market. Enjoy reading.
Moshe Sheier, VP Marketing, CEVA