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Intel said Wednesday that Microsoft plans to use its services to manufacture custom computing chips, beating its internal deadline of 2025 to catch up with archrival Taiwan Semiconductor Manufacturing Co. in advanced chip manufacturing. He said he was looking forward to it.

The US chipmaker also provided new details about its plans to maintain its lead over TSMC into 2026 and beyond.

Intel made the announcement at an event in San Jose, California, the first technology conference for Intel Foundry, a contract manufacturing company it set up to compete with TSMC.

Intel said it plans to reclaim the position of making the world’s fastest chips from TSMC later this year with its Intel 18A manufacturing technology and extend its lead by 2026 with a new technology called Intel 14A.

Microsoft plans to use its 18A technology to make an undisclosed number of chips, and the company has now told investors it expects $15 billion worth of foundry orders, up from the $10 billion it had expected.

TSMC said it had “no comment on the competitiveness of our advanced technology” beyond what CEO CC Wei said at the company’s last investor meeting in January.

TSMC’s Taipei-listed shares have risen nearly 17% so far this year, driven by its dominance in producing advanced chips of the kind used in AI applications by companies like Nvidia.

14A Tech News marks the first time the Silicon Valley company has provided details about its plans for 2025 and beyond. That’s the deadline Intel CEO Pat Gelsinger set when he took over three years ago to reclaim the chipmaking crown.

For decades, Intel has created and manufactured chips exclusively for the company, creating a cycle that produces chips with the best performance in the industry and commands a premium. In turn, these margins helped fund manufacturing advancements. But when Intel lost its manufacturing lead, its chips became less competitive and margins fell, leaving it short of funds for a manufacturing rebound.

Now Intel is counting on potentially billions of dollars in U.S. government subsidies and business from outside customers to help it get back on track.

With its long history of operating state-of-the-art factories on multiple continents, we hope some customers, especially those who are concerned about TSMC’s practice of clustering its state-of-the-art factories in Taiwan.

“It’s a big sales pitch right now. People want it,” Stu Pann, the executive who oversees Intel Foundry, said of the company’s geographic diversity.

Intel says it has four “large” customers signed up for its 18A manufacturing technology, but has not yet named them. It’s unclear whether Microsoft is one of its financially significant customers.

Intel said Wednesday it is partnering with Arm Holdings to make it easier for its factories to make chips using Arm technology. Intel also said it would work with the University of California, Berkeley and the University of Michigan to provide students with access to its 18A manufacturing technology.

Intel also has a special technology that analysts say could be useful in speeding up power-hungry artificial intelligence chips. Nvidia, the leader in the AI ​​chip market, has said it is evaluating Intel’s manufacturing technology, but the two companies have not yet announced an agreement.

Intel’s efforts to attract external customers are “key to the turnaround story,” said Ben Bajarin, CEO of consulting firm Creative Strategies.

“Unfortunately, it’s an unanswerable question, because it’s a two- to three-year journey before we know if it works.”

© Thomson Reuters 2024

(This story has not been edited by NDTV staff and is auto-generated from a syndicated feed.)

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