Not only are chinese companies afraid of getting stuck in the semiconductor industry, but america's strongest is also concerned that, in addition to x86 processors, chips from apple, AMD、NVIDIA、 qualcomm and sylings are manufactured overseas. To address this problem, the Trump administration has repeatedly invited companies such as TSMC and Samsung to build wafers in the United States.
In recent news, the United States also invited Intel to participate in the discussion,Hope Intel to build a factory in the United States
Actually, the U.S. invited Intel to discuss more than just building factories, and the Trump administration's offer to open up contract workersIt is hoped that Intel in the United States can manufacture various chips for American companies and no longer rely on foreign companies, which can solve the concerns of the U.S. government. After all, TSMC and Samsung are not American companies.
I don't know if U.S. government officials have read the news. Intel has thought about their smart proposal for a few years,As early as 22nm technology, Intel began to provide outsourcing servicesHowever, Intel's OEM service has not been progressing smoothly. The largest customer is Altera's FPGA chip. However, Intel spent $16.7 billion in the past few years to acquire the largest customer of the OEM business and become a subsidiary.
In addition to Altera,LG is also a OEM partner with Intel When LG mobile phone business wasn't down, they wanted to use Intel 10 nm of technology to build their own ARM processors, which were ambitious, and then nothing else
As early as the end of 2018,Intel quit the OEM market in a low-key way and gave up its efforts to compete with TSMC, Samsung and other companies for the OEM market.
With the warm invitation of trump government, will Intel resume its OEM business? It's hard to say, but the real problem is coming. Even if Intel is willing to return to OEM, their capacity is not enough. At present, the main capacity of 14nm and 10nm processes are not enough for Intel's own use. 14nm is out of stock for more than a year, and the 10nm capacity is still under construction. In this state, Intel is afraid that it is difficult to OEM for other manufacturers.