E like me kāu e ʻike ai, ʻo ka mea hana aelike nui loa i kēia manawa o nā chips semiconductor i ka honua ʻo ka hui Taiwanese TSMC, ʻoiai ʻo Samsung kahi lua mamao. ʻO Intel, ka mea i hoʻokaʻawale i kāna lima hana chip ma ke ʻano he ʻoihana ʻokoʻa, ua hoʻolaha i kēia manawa i kahi pahuhopu e lanakila i ka ʻāpana foundry Samsung ʻo Samsung Foundry e lilo i lua o ka nui o ka chipmaker ma ka honua ma 2030.
I ka wā ma mua, ua hana ʻo Intel i nā chips nona wale nō, akā i ka makahiki i hala ua hoʻoholo ʻo ia e hana iā lākou no nā poʻe ʻē aʻe, ʻoiai ua paʻakikī ʻo ia e hana i nā chips 10nm a me 7nm no nā makahiki. I ka makahiki i hala aku nei, ua hoʻolaha ka ʻāpana ʻo Intel Foundry Services (IFS) e hoʻolilo ʻo ia i $ 20 biliona (ma kahi o CZK 473 biliona) e hoʻonui i ka hana chip ma Arizona, a me $ 70 biliona ma ka honua holoʻokoʻa (ma kahi o CZK 1,6 trillion). Eia naʻe, ʻaʻole kokoke kēia mau helu i nā hoʻolālā o Samsung a me TSMC, ka mea i manaʻo e hoʻolilo i nā haneli he mau piliona kālā ma kēia wahi.
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"ʻO kā mākou makemake e lilo i lua o ka ʻoihana nui loa ma ka honua ma ka hopena o kēia mau makahiki a ke manaʻo nei mākou e hoʻopuka i kekahi o nā palena kiʻekiʻe loa," Ua wehewehe ʻo ia i nā hoʻolālā o ka IFS kona poʻo ʻo Randhir Thakur. Eia kekahi, ua hoʻolaha hou aku ʻo Intel e kūʻai ana i ka hui ʻo Israeli foundry Tower Semiconductor, nona kāna hale hana ma Iapana.
He hoʻolālā wiwo ʻole ʻo Intel, akā paʻakikī loa ia e hoʻokau iā Samsung. Wahi a ka hōʻike hou loa o ka ʻoihana noiʻi kūʻai ʻo TrendForce, ʻaʻole ia i hoʻokomo i loko o ka ʻumi o nā mea hana chip nui loa ma ke ʻano o ke kūʻai aku. Hoʻokumu ʻia ka mākeke e TSMC me kahi ʻāpana o 54%, aʻo Samsung ka hapa o 16%. ʻO ke kolu i ke kauoha ʻo UMC me kahi mahele o 7%. ʻO ka loaʻa mua ʻana o Intel Tower Semiconductor e paʻa i kahi 1,3% stake. I ka hui pū ʻana, e kū ana nā hui ʻelua i ka ʻehiku a i ʻole ʻewalu, kahi mamao loa mai ka lua o Samsung.
Hiki paha iā ʻoe ke hoihoi
He hoʻolālā koʻikoʻi ko Intel e pili ana i ke kaʻina hana o kāna mau chips - ma 2025, makemake ʻo ia e hoʻomaka i ka hana ʻana i nā chips me ka hoʻohana ʻana i ke kaʻina hana 1,8nm (i kapa ʻia ʻo Intel 18A). I kēlā manawa, pono e hoʻomaka ʻo Samsung a me TSMC i ka hana ʻana i nā chips 2nm. ʻOiai inā ua hoʻopaʻa ʻia ka mea hana nui i nā kauoha mai nā ʻoihana e like me MediaTek a i ʻole Qualcomm, he lōʻihi loa ia e hele ai ma mua o ka loaʻa ʻana o nā mea kūʻai nui e like me AMD, Nvidia a i ʻole. Apple no kā lākou mau ʻāpana kiʻekiʻe loa.
