Recent #IFS news in the semiconductor industry

5 months ago

➀ Intel principal engineer Joseph Bonetti argues against a rumored TSMC deal, stating that Intel's 18A process node is more advanced and nearing completion.

➁ Bonetti mentions that early adopters of Intel 18A include Microsoft and Amazon.

➂ He discusses the challenges facing Intel and the unprofitability of Intel Foundry Services (IFS) due to large investments and the lack of major external contracts.

Backside Power DeliveryGAA TransistorsIFSIntelIntel Foundry ServicesProcess NodeSemiconductor ManufacturingTSMC
7 months ago
➀ Intel's Foundry Services (IFS) division is struggling with low wafer yields and projected cumulative losses. ➁ Selling IFS could provide Intel with $30 billion to focus on core operations, but might hinder IDM 2.0 strategy. ➂ The decision hinges on whether Intel should continue investing in IFS or sell it to reduce financial risks.
EDAFoundry ServicesIFSIntelManufacturingSEMICONDUCTORtechnology