Intel announced 'IDM 2.0' aiming to expand foundry services by investing more than 2 trillion yen, and pointed out that 'we are planning to manufacture Apple Silicon'

On March 23, 2021 local time, Intel's new CEO Patrick Gelsinger held a press conference and announced a new strategy, IDM 2.0, to expand Intel's foundry services. With IDM 2.0, Intel will invest 20 billion dollars (about 2.2 trillion yen) in two manufacturing bases in Arizona, USA, focusing not only on its own semiconductor manufacturing but also on chip manufacturing of partner companies It is a policy to do.

Intel CEO Pat Gelsinger Announces'IDM 2.0' Strategy for Manufacturing, Innovation and Product Leadership | Intel Newsroom
https://newsroom.intel.com/news-releases/idm-manufacturing-innovation-product-leadership/

Intel invests $ 20 billion in two Arizona factories, 7nm chips coming in 2023 | Engadget
https://www.engadget.com/intel-7nm-2023-meteor-lake-213933055.html

Now Intel wants to manufacture Apple Silicon | AppleInsider
https://appleinsider.com/articles/21/03/23/now-intel-wants-to-manufacture-apple-silicon

A new strategy 'IDM 2.0' has been announced to expand Intel's foundry services. As part of this, Intel's two manufacturing plants in Arizona will be expanded, with $ 20 billion in funding.

The pillars of IDM 2.0 are the following three initiatives.

1: Build Intel's global in-house factory network for large-scale manufacturing
CEO Gelsinger reiterated his policy of continuing to manufacture most of Intel's products in-house, with the aim of building a global in-house factory network.

In addition, Intel has acknowledged the delay in development of the 7nm process, which has often been pointed out as a delay in development, but 'due to the delay in the transition to the 10nm process,' explains Gelsinger.

Moore's Law flashes yellow traffic light, Intel's 10nm process migration delay is certain-GIGAZINE

However, Intel has said that the development itself is 'good' and reports a change in the increasing use of extreme UV lithography due to the redesigned & simplified process flow. In addition, Intel says that the design of 'Meteor Lake' manufactured by 7nm process is expected to be completed in the second quarter of 2021. The Meteor Lake generation CPU is scheduled to ship in 2023, but the design completion has already been delayed by about a year from the original plan.

2: Expand third-party foundry capacity
Intel plans to invest heavily in its foundries, but will continue to need the support of third-party foundries to manufacture a wide range of products, including 7nm chips for data centers, Meteor Lake generation chips, and Granite Rapids. That thing. He added that after 2023, he plans to outsource the manufacture of modular tiles that require advanced process technology, including core Intel products in both client and data center products. ..

Intel has given Intel its unique competitive advantage by providing the flexibility and scale needed to optimize Intel's roadmap for cost, performance, schedule and supply, regarding outsourcing of third-party foundries. It will bring you. '

As of 2020, it was reported that Intel's 7nm process development was delayed, and it was rumored that part of chip manufacturing would be outsourced.

Intel's 7nm process development delayed by about a year, suggesting that CEO is considering outsourcing chip manufacturing-GIGAZINE

by Morton Lin

3: Build 'Intel Foundry Services' as a world-class foundry business
Intel has announced plans to become a leading foundry capability provider based in the United States and Europe to meet the incredible global demand for semiconductor manufacturing. To realize this vision, Intel has established a new stand-alone business unit, Intel Foundry Services (IFS), led by semiconductor industry veteran Dr. Randhir Thakur. IFS is differentiated from other foundry products by a combination of state-of-the-art process technology and packaging, solid foundry capabilities in the US and Europe, and a world-class portfolio of customer products including x86 cores, ARM and RISC-V. That is.

At the time of writing the article, Intel is working with partner companies such as Amazon, Cisco, IBM, and Microsoft to manufacture chips, but in a question and answer session about IFS, CEO Gelsinger said, 'In pursuit of Apple's business. 'It is,' and some media reports that 'Intel is planning to manufacture Apple Silicon.'

In addition, a movie in which Gelsinger CEO explains IDM 2.0 has also been released.

Intel Unleashed: Engineering the Future (Event Replay)-YouTube