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Intel's new CEO explores big shift in chip manufacturing business: Report
- Intel's CEO Lip-Bu Tan, who took charge in March 2025, is exploring a major shift in its chip manufacturing business by potentially stopping external sales of the 18A process.
- This move follows 2024, Intel's first unprofitable year since 1986, with a net loss of $18.8 billion amid fierce competition from TSMC and challenges in winning foundry customers.
- The 18A process, developed by Intel with novel transistor and energy delivery methods, faces dwindling appeal to outside customers, though Intel will meet existing orders for Amazon and Microsoft.
- Industry analysts estimate that halting 18A sales could lead to a write-off of hundreds of millions to billions of dollars, while Tan's strategy increasingly focuses on the next-generation 14A process to regain competitiveness.
- Tan's leadership aims to rebuild Intel's roadmap, strengthen customer trust, and improve finances, marking a significant strategic inflection amid ongoing board discussions expected as early as this month.
37 Articles
37 Articles
Intel CEO Lip-Bu Tan Weighs Ending Marketing Of Expensive Chip Manufacturing As Losses Mount And Rival TSMC Surges Ahead: Report
Intel CEO Lip-Bu Tan is reportedly considering halting external sales of the company's costly 18A chip process as losses mount and competition from TSMC intensifies, signaling a potential strategic shift toward its next-generation 14A technology.
Intel's new CEO explores big shift in chip manufacturing business
Intel's new chief executive is exploring a big change to its contract manufacturing business to win major customers, two people familiar with the matter told Reuters, in a potentially expensive shift from his predecessor's plans.
Intel’s Bold Pivot to 14A Tech Under New CEO Tan
Intel, one of the titans of the semiconductor industry, is at a pivotal moment under the leadership of its new CEO, Lip-Bu Tan. Appointed earlier this year, Tan is reportedly considering a dramatic overhaul of the company’s contract manufacturing, or foundry, business—a move that could reshape Intel’s competitive stance against rivals like Taiwan Semiconductor Manufacturing Co. (TSMC) and potentially cost billions of dollars. According to Reuter…
Intel has been competing against AMD for decades and although it has been leading for years, lately we can’t say the same thing. Intel may be focusing on CPU and GPUs have them as quite secondary (it’s only launched two generations and isn’t selling very well), but that hasn’t allowed it to get the sales and customers it expected. Let’s remember that Intel is also composed of IFS, its chip wafer foundry and development service. Unlike AMD and Ap…
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