Intel’s decision to consider outsourcing manufacturing heralds the end of an era in which the company, and the US, dominated the semiconductor industry.
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Shares of Intel slumped and its rivals surged on Friday after the US chip maker signalled it may give up manufacturing its own components after falling far behind schedule developing its newest technology.
Intel CEO Bob Swan spent almost an hour on Thursday discussing an idea that would once have been unthinkable for the world’s largest semiconductor company: not manufacturing its own chips.
Data suggests we’ve experienced more of a June Jump than a sustained recovery. Further, it appears limited to only a slice of the hardware sector – chips and PC products.
Nvidia’s market valuation briefly topped Intel’s for the first time ever, powered by soaring demand for graphics chips in data centres and other fast-growing technology fields.
Apple is preparing to announce a shift to its own main processors in Mac computers, replacing chips from Intel, as early as this month at its annual developer conference.
TSMC hopes to keep supplying Huawei Technologies but is confident its other customers can replace any business lost because of tightening US curbs on China’s largest tech company.
The Trump administration has fired multiple salvos against Huawei since the start of a campaign to derail China’s technological ascendancy. The latest blow threatens to cripple the country’s tech champion.
The latest US government action against Huawei takes direct aim the company’s HiSilicon chip division – a business that in a few short years has become central to China’s ambitions in semiconductor technology.
Samsung Electronics has begun building a cutting-edge chip production line intended to help it take on TSMC and Intel in the business of making silicon for external clients.