Intel CEO Pat Gelsinger Planning Trip to Taiwan for Meeting with TSMC Leadership

[Peter_Brosdahl]

Image: Intel



Intel CEO Pat Gelsinger is planning a trip next week to Taiwan to meet with TSMC leadership. The focus of the talks is said to revolve around the importance of a strong partnership with the Taiwanese company. This will be his first trip to Asia representing Intel as its CEO.



As the world continues to cope with the pandemic and disrupted supply chains, Intel must maintain its supplies to compete with AMD and NVIDIA, which also use processes from TSMC. With the forthcoming launch of the Arc Alchemist graphics cards in Q1 2022, the role of TSMC will be pivotal in ensuring Intel’s ability to get cards to PC enthusiasts and establish its presence in the graphics card market.



As far as the meeting with TSMC goes...

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[Brian_B]

Hmm

If I were TSMC, would I sign the deal with the devil?

On one hand, I’m sure Intel will be a very well paying customer

Then again, on the other, Intel is your closest technologically capable rival and has very public plans about opening their fabs to third party production - which makes them a very dangerous rival. And their outsourced revenue will likely dry up as soon as they get their own fab house back in order - so it isn’t likely to be a long term cash cow like the many other fabless manufacturers.

TSMC could totally screw or bury Intel right here.