Njengoba cishe uyazi, umkhiqizi wenkontileka omkhulu wamanje wama-semiconductor chips emhlabeni yinkampani yaseTaiwan i-TSMC, kanti i-Samsung iyisekhondi elikude. I-Intel, esanda kuphothula ingalo yayo yokwenza ama-chip njengebhizinisi elihlukile, manje isimemezele umgomo wokudlula uphiko lwakwaSamsung i-Samsung Foundry ukuze ibe umkhiqizi wesibili ngobukhulu emhlabeni ngo-2030.
Phambilini i-Intel ibizenzela ama-chips kuphela, kodwa ngonyaka odlule yanquma ukuwenzela abanye, yize sekuyiminyaka idonsa kanzima ukukhiqiza ama-chips angu-10nm no-7nm. Ngonyaka odlule, uphiko lwayo olusungulwe yi-Intel Foundry Services (IFS) yamemezela ukuthi izotshala imali eyizigidi eziyizinkulungwane ezingama-20 (cishe i-CZK 473 billion) ukuze kwandiswe ukukhiqizwa kwama-chip e-Arizona, kanye nama-dollar ayizigidi eziyizinkulungwane ezingama-70 emhlabeni jikelele (cishe i-CZK 1,6 trillion). Kodwa-ke, lezi zibalo azikho eduze nezinhlelo ze-Samsung ne-TSMC, ezihlose ukutshala amakhulu ezigidigidi zamaRandi kule ndawo.
Igalari yezithombe
"Isifiso sethu ukuthi sibe isizinda sesibili ngobukhulu emhlabeni ekupheleni kwale minyaka eyishumi futhi silindele ukukhiqiza amanye amabanga aphezulu," yachaza izinhlelo ze-IFS induna yayo u-Randhir Thakur. Ngaphezu kwalokho, i-Intel isanda kumemezela ukuthi ithenga inkampani yase-Israel i-Tower Semiconductor, enefektri yayo eJapane.
I-Intel inezinhlelo ezinesibindi, kodwa kuzoba nzima kakhulu ukuthi idlule i-Samsung. Ngokombiko wakamuva wenkampani yocwaningo lokumaketha i-TrendForce, ayizange ingene ngisho naphakathi kwabakhiqizi abakhulu be-chip abayishumi abakhulu ngokwemibandela yokuthengisa. Imakethe ibuswa ngokusobala yi-TSMC ngesabelo esingaba ngu-54%, kuyilapho i-Samsung inesabelo sika-16%. Okwesithathu ngokulandelana yi-UMC enesabelo esingu-7%. I-Intel's acquisition tower Semiconductor eshiwo ngenhla ibambe iqhaza elingu-1,3%. Ngokuhlangene, lezi zinkampani ezimbili zizokleliswa endaweni yesikhombisa noma yesishiyagalombili, kusekude ukusuka endaweni yesibili i-Samsung.
Ungaba nentshisekelo ku
I-Intel futhi inohlelo lokuzikhandla mayelana nenqubo yokukhiqiza ama-chips ayo - ngo-2025, ifuna ukuqala ukukhiqiza ama-chip isebenzisa inqubo ye-1,8nm (ebizwa nge-Intel 18A). Ngaleso sikhathi, i-Samsung ne-TSMC kufanele iqale ukukhiqiza ama-chips angu-2nm. Noma ngabe isiqhwaga sephrosesa sesivele sivikele ama-oda ezinkampanini ezinjengeMediaTek noma iQualcomm, kusenendlela ende okufanele ihambe ngaphambi kokuthola amaklayenti amakhulu njenge-AMD, Nvidia noma Apple ngama-chips abo athuthuke kakhulu.
