Posted on 03/03/2025 8:06:57 AM PST by SunkenCiv
Chip designers Nvidia and Broadcom are running manufacturing tests with Intel, two sources familiar with the matter told Reuters... indicate the companies are moving closer to determining whether they will commit hundreds of millions of dollars' worth of manufacturing contracts to Intel...
Advanced Micro Devices is also evaluating whether Intel's 18A manufacturing process is suitable for its needs but it was unclear if it had sent test chips through the factory...
The success of Intel's contract manufacturing business, or foundry, was the centerpiece of former CEO Pat Gelsinger's plan to revive the once iconic American technology company. But the board fired Gelsinger in December...
Intel's struggling business has attracted the attention of U.S. President Donald Trump's administration, which is keen on restoring American manufacturing prowess and battling China. Intel is considered the only hope for the U.S. to manufacture the most advanced semiconductors within its borders...
The 18A process was already delayed to 2026 for potential contract manufacturing customers. Now, according to supplier documents reviewed by Reuters and two sources familiar with the matter, Intel has pushed back its timeline another six months.
The delay is due to the need to qualify crucial intellectual property for the 18A process, which is taking longer than anticipated. Without the qualified fundamental building blocks of intellectual property that small and mid-size chip designers rely on, a swath of potential customers would be unable to produce chips on 18A until at least mid-2026, according to the two sources and documents.
It is unclear why the intellectual property qualification has been delayed. Qualifying intellectual property includes a guarantee from the supplier that it will work on a given manufacturing process.
(Excerpt) Read more at reuters.com ...
Max A. Cherney in San Francisco and Fanny Potkin in Singapore, additional reporting by Wen-Yee Lee in Taipei and Stephen Nellis in San Francisco; editing by Kenneth Li, Rod Nickel and Richard Chang.
How the mighty have fallen
Andy Grove is spinning in his grave.
Good news. However there’s still the matter of many other countries having tariffs on American made products. Obviously it won’t matter to American consumers. But it’s part of the math for corporations doing manufacturing here and trying to sell overseas. Hopefully Trump’s retaliatory tariffs will encourage other countries to drop their tariffs on us.
"Only the paranoid will survive."
https://www.nobelprize.org/prizes/physics/1956/summary/
https://en.wikipedia.org/wiki/Shockley_Semiconductor_Laboratory
https://en.wikipedia.org/wiki/Traitorous_eight
https://en.wikipedia.org/wiki/Fairchild_Semiconductor
https://en.wikipedia.org/wiki/Gordon_Moore
https://en.wikipedia.org/wiki/Robert_Noyce
https://en.wikipedia.org/wiki/Intel
and to all, a sidebar, file under “they don’t make ‘em like that anymore”:
https://www.nobelprize.org/prizes/physics/1972/summary/
Related keywords (AMD, ASML, TSMC, Intel, Broadcom, etc), sorted, duplicates out, recent topics only:
Intel in the ‘70s was a kick. It’s time may be up.
A former coworker said the ASML lithography tool
is running something like $180 million...
We sell almost nothing to low-wage countries. India's got prohibitively high tariffs in order to encourage manufacturers to move to India. When your only tool is a hammer, every problem starts to look like a nail. Our number one economic problem is, we're burdened with low-skill low-wage illegals who are handed money from the public treasury to live here. Our number two economic problem is, regulatory warfare on America, including false-flag barriers to drilling and to some extent mining and farming.
Whoops.
Our number two economic problem is ... to some extent mining and farming.
—
The War on Natural Resource Harvesters, begun under Noxious Nixon, was the proving ground for all the other left wing ills foisted off on America since.
Intel is such a mess these days. It it will be stunning if they can recover and get their fabs up to speed and current standards. The US would really benefit if they can, as being tied to Taiwan is “problematic” to say the least.
Even if it doesn’t turn into a bad problem, having more than one source of pretty much anything is healthy. Failing that, the one source should be within our borders.
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