Pat Gelsinger (Pat Gelsinger) became CEO of Intel in February. He set out to reshape the company and became the company’s first CTO and youngest vice president. Its new IDM 2.0 strategy has broad prospects, including providing customers with better chips, having greater manufacturing capabilities in Europe and the Americas, and opening its factories to make third-party chips, even if they use Intel-based chips. the same goes for technology.
ARM and RISC-V competitors. This aspect of the strategy also paves the way for automakers mired in chip shortages. In an interview with CEO Yahoo Business, Gelsinger’s first call as CEO said: “We hope that as the automotive industry becomes more autonomous, more assisted and electrified, the automotive industry as a whole will bring greater partnerships and opportunities for customers for Intel, “said Gilsinger. that his return to the Intel industry has received a very positive evaluation from the industry. Automobiles are becoming rubberized computers.
This is an exciting category for us,” stated the excited Intel CEO. Kissinger reiterated the fact that the global chip supply shortage will continue for at least two years, and firmly believes that his company will do everything possible to alleviate this situation.
The establishment of Intel foundry services enables Intel to open its foundries to manufacture automotive chipsets. Intel’s star has faded because it has lost its manufacturing advantages over TSMC and Samsung in the last five years. Kissinger believes that Intel is working hard to solve these problems and will maintain parity with its competitors for years to come.
However, at the same time, he also said that Intel is in a favorable position because it does not require the most advanced manufacturing nodes to open their own factories to serve the automotive industry through automobiles. “We’re looking, can we bring the design in? Can we help their suppliers by putting some of these capabilities online? Because we don’t have to build a new factory.
We will redistribute some of the existing fab functions in the foundry service. Then in the long term, products and fields like the Mobileye division are taking the market by storm, “Gelsinger explained.” We have communicated, we have communicated, you know, let us be here to help you provide help asap. as possible because it is such an important part of our economy.
And they are going through a period of subversion and innovation with autonomy and EV. “Most automakers use ARM-based chipsets, including Tesla with FSD chipset platforms. Even Nvidia’s self-driving chipset is based on the ARM architecture. In fact, Nvidia is acquiring ARM, but this acquisition is facing stiff resistance, and perhaps British and Chinese regulators can prevent this acquisition.
Intel’s MobileEye department has made considerable progress, but these chipsets are not developed in the most advanced computing nodes. Only 5nm are reserved for smartphone and laptop chipsets where performance per watt is critical. Additionally, these chipsets are manufactured by contract manufacturers such as TSMC and Samsung.
Tesla’s FSD chipset is based on Samsung’s 14nm process, while Nvidia’s latest Atlan car chips will be made using the older 16nm process. With Intel’s new leadership, you can become a manufacturing partner for any chip design company with which you have traditionally competed. This means that if Nvidia or Tesla or any company related to this can produce its chips with contract manufacturers like TSMC, Samsung, and Global Foundries due to capacity limitations, Intel now has a new option.
Intel also doesn’t have to worry about the fact that the auto industry doesn’t need the latest technology. Under the leadership of Dr. Randhir Thakur, Intel’s new IDM 2.0 strategy can serve the automotive industry by establishing Intel Foundry Services. As part of this strategy, Kissinger promised to invest $ 20 billion to build three new smelters in the next 2-3 years.
These facilities will be located in the United States and Europe. Arizona has been designated as one of the venues for this event. In addition, Intel’s Mobile Eye autonomous driving technology division has made considerable progress, reporting revenue of $ 377 million, an increase of 48% year-on-year. It announced that it will launch an unmanned delivery service in 2023.