increases its equipment orders by 50% to snatch the AI throne from TSMC
Intel appears to be finally getting out of the hole under the direction of its new CEO. After a year of internal reforms, its chip manufacturing division, Intel Foundry Services (IFS)has begun to be reactivated, which has resulted in an increase in 50% on equipment orders to its suppliers in Taiwan. This move makes it clear that the company seeks to recover lost ground in manufacturing and position itself in the new era of AI.
One of the most important steps in this new strategy has been the recovery of full control of the company’s facilities. Fab 34 in Ireland. Intel has bought back the stake that the Apollo firm had to once again be the owner of the plant. It is a clear sign that they seek to accelerate production in their nodes Intel 3 and Intel 4in addition to preparing the ground for the deployment of the node 18Akey to trying to compete face to face with TSMC.
CPUs are still key for AI and Intel has its own factories
This improvement in its forecasts is directly related to the rise of AI and a change in the strategy of many companies: until now, all the prominence was for GPUs, but with the arrival of inference AI and autonomous agents, the CPU is once again essential for managing tasks and data and returns Intel to a strategic position in the data center after a few hard years where NVIDIA and AMD had displaced it in that sector. Let’s not forget that, of those three CPU and GPU companies, only Intel has its own manufacturing capacity.
Additionally, Intel is positioning its new node 14A and its advanced packaging technology EMIB (which competes with TSMC solutions) as the keys to attracting giants like Apple, NVIDIA, AMD and Google.
This increase in demand is already causing strains on global CPU supply, with server giants like Amazon trying to reserve all available production. Intel seeks to take advantage of this situation to capture orders from large cloud companies in the US, taking advantage of its local production capacity.
Without a doubt, good news for Intel, since, let’s not forget, until not long ago, there were even rumors of the company being sold to third parties.
