What happened now? Pat Gelsinger made a big difference during his short time as CEO of Intel, focusing on the company’s manufacturing operations and opening up opportunities for other chipmakers. In October, he even announced that “Intel is back.” But the founder and former CEO of TSMC believes Gelsinger won’t turn Chipzilla into a global manufacturing leader for one simple reason: It’s too old.
Morris Chang, the man who founded TSMC and was its chairman and chief executive officer, made a comment in his lecture “Cherish Taiwan’s advantages in semiconductor wafer manufacturing.” UDN (by using Tom’s equipment).
Chang was not a proponent of age. He noted that Intel, like many American companies, has a rule that its leaders must retire at a certain age – 65, as is the case with Team Blue. Gelsinger will turn 61 next March.
A little over four years is a long time, but Intel’s plans for dominance are long-term. However, the two chip factories in Arizona, which opened in September, are expected to be fully operational in 2024. These factories are part of Intel’s revamped IDM 2.0 strategy, which includes the newly formed Intel Foundry Services (IFS) division that makes chips for other companies. Intel is in talks with over 100 foundry companies, and two of the first major customers will be Amazon and Qualcomm.
The factories are set to manufacture chips using Intel 20A technology, the first of which will use its “RibbonFET” version of Gate-All-Around (GAA) transistors and PowerVia interconnects.
Gelsinger himself said that Intel’s IDM 2.0 initiative will help him compete with TSMC, Samsung, GlobalFoundries, UMC and others by 2025, which will continue to be part of his tenure as CEO. And depending on his level of success, Intel’s board may decide to retain the services of its current CEO after he turns 65.
Some of what Chang says may be in response to Gelsinger’s public warning about the dangers of using Taiwanese chipmakers given China’s threatening activities in the region. “Taiwan is an unstable place,” Gelsinger told Fortune Brainstorm Tech. Nikkei… “This week, Beijing dispatched 27 combat aircraft to Taiwan’s identification zone. Does this make you more comfortable or worse? “
Gelsinger also said the US government should subsidize exclusively domestic companies while spending $ 52 billion in semiconductor funding. Current TSMC chairman Mark Liu did not like the comment. “It would be very negative for the United States to subsidize only American companies,” Liu said. said… “Unlike Intel, TSMC is very positive about non-US chipmakers who are expanding their capacity in America. It is wonderful”.