Intel CEO meets Samsung executives for chip collaboration

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Intel’s new CEO, Pat Gelsinger, has been pursuing an IDM 2.0 strategy since taking office, causing the company to change its stance on in-house chip manufacturing and chip outsourcing. The result that can be seen is that Intel has re-entered the chip foundry market, and their Arc Alchemist GPU is also outsourced to TSMC, and the next step is to find Samsung to cooperate.

ARC graphic card desktop platform

According to the Korea Herald, Pat Gelsinger traveled to Seoul to meet with several Samsung executives, including co-CEO Kyung Kye-hyun, who oversees Samsung’s chip business, Roh Tae-moon, head of Samsung‘s mobile division, as well as high-ranking officials representing each chip business ranging from memory chips to processors and foundry. It can be seen that the two companies intend to deepen their cooperation with each other. In fact, the two have a certain degree of cooperation in themselves. After all, the two are one of the world’s leading large-scale semiconductor manufacturers. Samsung’s memory output is extremely large, and compatibility with Intel processors needs to be taken into account.

Samsung is currently less competitive in the latest semiconductor process, and their 4nm process node progress is not very good. The production capacity climb encountered difficulties, and Qualcomm handed over all the latest Snapdragon 8 Gen 1 orders to TSMC. It is reported that NVIDIA’s next-generation graphics card RTX 4000 will also be handed over to TSMC, and Intel may want to take this opportunity to buy Samsung’s foundry capacity at a lower price. But it is not clear what Intel wants to hand over to Samsung for production. Maybe Intel doesn’t want to hand over all outsourced foundry products to TSMC.

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