Intel’s new CEO explores big shift in chip manufacturing business
By Max A. Cherney, Jeffrey Dastin and Stephen Nellis
The new general manager of San Francisco (Reuters) -tel (INTC) is investigating a major change in the production production business to win large customers, with a potentially expensive change from the plans of his predecessor.
If it is implemented, Intel’s “document” work, because the new strategy, the company has long developed specific fragmentation technology should not market to external customers, he said.
Since the company’s rudder in March, the CEO lip-this tan has moved quickly to reduce costs and find a new way to revive the US chipser manufacturer. Until June, the sources speaking on the condition of anonymity began to express a production process in which the previous CEO Pat Gelinger lost their attractiveness to new customers known as 18A.
He said that the company is one of the people he knows to develop the production processes that cost billions of dollars to put aside the 18a-P variance of 18a’s foreign sales and 18a-p variance. Industry analysts in contact with Reuters, such an accusation may mean a loss of hundreds of millions of dollars, although not billions.
Intel refused to comment on such “hypothetical scenarios or market speculation”. 18A has been the main customer for a long time, and in 2025, the “Panther Lake”, which was later designed and produced in the USA, is aimed to ramp the laptop chips.
To convince external customers to use Intel’s factories continues to be the key to their future. 18A manufacturing process as it encounters delays, the N2 technology of the competitor TSMC is on the road for production.
Tan’s preliminary response to this difficulty: More source, Intel, Taiwan’s TSMC expects to have advantages according to the focus on a new generation of chip -making process 14a, he said. The movement is part of a game for large customers such as Apple and Nvidia, which is currently paying TSMC to produce its chips.
One of the two sources Tan, Tan, the company, at the beginning of this month, including whether to stop the marketing of 18a, at the beginning of this month when he met with discussion options. The Board may not decide the 18A until the next autumn meeting in the light of the issue and the enormous money in question.
Intel refused to comment on rumors. In a statement, he said: “This and the executive team are determined to strengthen our roadmap, to create confidence with our customers and to improve our financial position for the future. We have identified open focus areas and will take the necessary actions to reverse the business.”
