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英特尔,离不开外包
半导体芯闻· 2025-03-07 10:20
Core Insights - Intel plans to continue using TSMC's manufacturing services despite aiming to reduce reliance on external suppliers in the future [1][2] - The company is evaluating the optimal percentage of products to be manufactured by TSMC, with current outsourcing at approximately 30% [2] - Intel's next-generation Core 300 series "Panther Lake" CPUs will primarily utilize its own manufacturing facilities, which is expected to improve profit margins [2] Manufacturing Strategy - Intel's strategy has shifted from aiming for zero reliance on TSMC to recognizing the benefits of maintaining a portion of production with them [1] - The company acknowledges TSMC as a strong supplier, fostering healthy competition between TSMC and Intel's own foundries [1] - Intel's advanced products, such as Xeon processors, will remain in-house, while TSMC may be used for niche products and controllers that add value to Intel's platforms [2][3] Product Focus - Intel's current manufacturing capabilities are limited in certain technology nodes, making TSMC a suitable partner for producing specific controllers [3] - The company is particularly interested in internal production of high-margin products, while still leveraging TSMC for lower-cost items priced between $10 to $15 [2]