Friday, December 10th 2021

Intel CEO Planning Trip to Taiwan and Malaysia, Meeting with TSMC

Pat Gelsinger is planning a trip to Asia next week, where he'll stop over in Taiwan and Malaysia according to Bloomberg. There he's apparently planning to hold talks that show that manufacturing in Asia is a key part to his efforts of turning Intel's fortunes around. It's said that he'll also be meeting with TSMC.

This will be Gelsinger's first trip to Asia as Intel's CEO, largely due to the pandemic, although outside of meeting with TSMC, his schedule wasn't further mentioned, but it's likely he will be meeting with key partners and suppliers. Intel does some of its chip packaging in Malaysia, on the island of Penang to be more specific, where plants have been temporarily closed due to the pandemic, which in turn has hurt supply for the tech companies located there.
As far as the meeting with TSMC goes, Bloomberg speculates that Gelsinger will be discussing current and future partnerships, as well as the kind of production volumes Intel is going to need. As we know, Intel is making its GPUs at TSMC, as well as some other products, but with the current supply constraints on bleeding edge nodes, Intel is going to have to do some tough negotiating, as all of its competitors are vying for the same nodes at TSMC.
Source: Bloomberg
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35 Comments on Intel CEO Planning Trip to Taiwan and Malaysia, Meeting with TSMC

#1
Ferrum Master
Oh I was totally right.

He will beg to bite off the quota from Apple, AMD and NVidia, be cause he was upset that he got the shortest stick.

That picture is a meme material also.
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#2
TheLostSwede
News Editor
Ferrum MasterThat picture is a meme material also.
Finally someone noticed my pick of photos :love:
Ferrum MasterOh I was totally right.

He will beg to bite off the quota from Apple, AMD and NVidia, be cause he was upset that he got the shortest stick.
Yeah, he's most likely going to have to eat some humble pie, or open up the coffers extra wide.
Posted on Reply
#3
ratirt
Hmm what a PR boosting for Intel. Didn't know they have to announce trips for CEO with a semiconductors' companies now to boost their credibility and reputation that they are going to do something about not so good few past years for Intel. Is having a conversation with TSMC gonna change anything how we see Intel and fill hope in people's hearts? It would seem they are going to chat for some production agreements and yet I though they already have agreed on it some time back. Bummer.
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#4
TheLostSwede
News Editor
ratirtHmm what a PR boosting for Intel. Didn't know they have to announce trips for CEO with a semiconductors' companies now to boost their credibility and reputation that they are going to do something about not so good few past years for Intel. Is having a conversation with TSMC gonna change anything how we see Intel and fill hope in people's hearts? It would seem they are going to chat for some production agreements and yet I though they already have agreed on it some time back. Bummer.
Well, there was already a meeting planned with TSMC, but it seems like after his comments about various things, Pat is going to have to make the trip himself.
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#5
ratirt
TheLostSwedeWell, there was already a meeting planned with TSMC, but it seems like after his comments about various things, Pat is going to have to make the trip himself.
I'm sure they will have to meet obviously but why such a fuss about it in the media? Don't you think it is rather weird to have so much noise about a CEO visiting another company to discuss potential cooperation? Unless, You want to boost PR and show the company in a better light for potential buyers due to dropping market share and stakeholders not being satisfied.
Posted on Reply
#6
TheLostSwede
News Editor
ratirtI'm sure they will have to meet obviously but why such a fuss about it in the media? Don't you think it is rather weird to have so much noise about a CEO visiting another company to discuss potential cooperation? Unless, You want to boost PR and show the company in a better light for potential buyers due to dropping market share and stakeholders not being satisfied.
Intel's whole PR machine has changed since he joined the company. I guess they've gone back to the superstar days, except this time around it's all about the CEO. I guess they're trying to do something, but it's clear it's not working. I write about it because I find it amusing that they're doing all this, yet there seem to be no obvious benefit to the company.
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#7
Metroid
This is good, he is acknowledging his company is behind the schedule, whatever that schedule was hehe
Posted on Reply
#9
W1zzard
Fantastic photo there
Posted on Reply
#10
Camm
I have a feeling this is actually Intel trying to negotiate a partnership for TSMC nodes, and to bring them to US fabs under the CHIPS for America Act & FABS Act
Posted on Reply
#11
ratirt
TheLostSwedeIntel's whole PR machine has changed since he joined the company. I guess they've gone back to the superstar days, except this time around it's all about the CEO. I guess they're trying to do something, but it's clear it's not working. I write about it because I find it amusing that they're doing all this, yet there seem to be no obvious benefit to the company.
I think they are trying to build a reliable person CEO who drives the company just like AMD with Lisa. That just popped into my head straight from the start. The good CEO leader.
Posted on Reply
#12
TheLostSwede
News Editor
ratirtI think they are trying to build a reliable person CEO who drives the company just like AMD with Lisa. That just popped into my head straight from the start. The good CEO leader.
I guess that's a possibility, but they seem to be going down the Nvidia router, rather than the AMD route...
CammI have a feeling this is actually Intel trying to negotiate a partnership for TSMC nodes, and to bring them to US fabs under the CHIPS for America Act & FABS Act
Why would TSMC agree to that? It would be selling their knowhow to their competitor, considering Intel is planning to go down the foundry business route.
Posted on Reply
#13
ratirt
TheLostSwedeI guess that's a possibility, but they seem to be going down the Nvidia router, rather than the AMD route...
are all of those that different? All would have a leader CEO driving the company. The plans and approach might be different but the taking charge CEO leader will be there for all of the companies.
TheLostSwedeWhy would TSMC agree to that? It would be selling their knowhow to their competitor, considering Intel is planning to go down the foundry business route.
That is not happening for sure. TSMC is not going to do that ever especially they have increased the production and revenue by 25%. Why would they give away the advantage?
Posted on Reply
#14
Camm
TheLostSwedeWhy would TSMC agree to that? It would be selling their knowhow to their competitor, considering Intel is planning to go down the foundry business route.
Because of billions of incentives from the US Government that look to be being shadow limited to US companies only. TSMC could also negotiate royalties in such a deal that far amplify the return with reduced risk from TSMC in setting up in the US.
Posted on Reply
#15
TheLostSwede
News Editor
CammBecause of billions of incentives from the US Government that look to be being shadow limited to US companies only. TSMC could also negotiate royalties in such a deal that far amplify the return with reduced risk from TSMC in setting up in the US.
So say you had a company that was the market leader in something and one of your main competitors in another country came to you and asked to licens your best kept secret so they could make the same product in their country, despite the fact that you already had them and others from that country as your customer, would you do it?
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#16
ratirt
TheLostSwedeSo say you had a company that was the market leader in something and one of your main competitors in another country came to you and asked to licens your best kept secret so they could make the same product in their country, despite the fact that you already had them and others from that country as your customer, would you do it?
I'm with you on this one. No way TSMC is going to do it. That is sharing patents and technology with a competitor and Intel nonetheless. Not going to happen.
Posted on Reply
#17
Wirko
TheLostSwedeFinally someone noticed my pick of photos :love:
How could we not stumble upon a bulldozer.
Posted on Reply
#18
Camm
TheLostSwedeSo say you had a company that was the market leader in something and one of your main competitors in another country came to you and asked to licens your best kept secret so they could make the same product in their country, despite the fact that you already had them and others from that country as your customer, would you do it?
If it helped me diversify in the face of Geopolitical instability because of my primary location of dealing, my tech getting knicked for free anyway, & insatiable demand for IC's, then yes.
Posted on Reply
#19
TheLostSwede
News Editor
CammIf it helped me diversify in the face of Geopolitical instability because of my primary location of dealing, my tech getting knicked for free anyway, & insatiable demand for IC's, then yes.
Maybe that's why TSMC also have fabs in Singapore and are building ones in the US and Japan? Giving away their lead to a competitor is not something they're going to do voluntarily though.
Posted on Reply
#20
z1n0x
Ferrum MasterOh I was totally right.

He will beg to bite off the quota from Apple, AMD and NVidia, be cause he was upset that he got the shortest stick.

That picture is a meme material also.
Capacity is reserved years in advance. He is only biting quota from Apple, AMD, Nvidia in the media. Got to pacify them investors. I wonder how many push-ups he will do in Taiwan?
Posted on Reply
#21
ratirt
CammIf it helped me diversify in the face of Geopolitical instability because of my primary location of dealing, my tech getting knicked for free anyway, & insatiable demand for IC's, then yes.
that is not diversification. What is giving a green light to use patents and technology to a competitive company to use it. You misconception diversification with a sellout. It is like TSMC give away all they have worked for to Samsung and tell them to use TSMC's tech. Maybe that is a way but that would have been a bad CEO's decision.
Why would TSMC diversify in any way? They have increased the revenue and production. They are building more fabs and yet you say TSMC should diversify suggesting they are doing bad? There is no need to diversify for TSMC but there is a need for Intel.
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#22
Ferrum Master
z1n0xCapacity is reserved years in advance. He is only biting quota from Apple, AMD, Nvidia in the media. Got to pacify them investors. I wonder how many push-ups he will do in Taiwan?
There are no reservation for new nodes. It's decided only evaluation what for they are best suited.
Posted on Reply
#23
cadaveca
My name is Dave
ratirtI'm sure they will have to meet obviously but why such a fuss about it in the media? Don't you think it is rather weird to have so much noise about a CEO visiting another company to discuss potential cooperation? Unless, You want to boost PR and show the company in a better light for potential buyers due to dropping market share and stakeholders not being satisfied.
it's such a fuss because he's gonna deliver some tape out for new GPUs, perhaps???? That's what usualy happens when NVIDIA's CEO makes news for similar....
Posted on Reply
#24
Space Lynx
Astronaut
TheLostSwedeIntel's whole PR machine has changed since he joined the company. I guess they've gone back to the superstar days, except this time around it's all about the CEO. I guess they're trying to do something, but it's clear it's not working. I write about it because I find it amusing that they're doing all this, yet there seem to be no obvious benefit to the company.
I am kind of taking this from it as well, TSMC is going to tell him to **** off, they have plenty of other business at the moment. lol
Posted on Reply
#25
ratirt
cadavecait's such a fuss because he's gonna deliver some tape out for new GPUs, perhaps???? That's what usualy happens when NVIDIA's CEO makes news for similar....
I don't think it is about GPUs. Intel is just trying with small strides to enter the GPU market. The CPUs are more concerning since they are losing ground here. These news and the CEO going to TSMC is a proclamation of something important but basically it is to calm the stakeholders and customers telling there is something great going on. A show-off to calm everyone that there are some fixing procedures in play which only buys time or postpone something. What it does say it's just a play and if the case is CPUs being fabed at TSMC means Intel knows already their node is inferior. Two CEOs of different companies meet and people always think about great things to happen. Nothing may come out of it. It's just a PR stunt.
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