Intel lost its chip manufacturing lead between 2016 and 2020, when its 10nm process ran about three years late and 7nm slipped again, while TSMC shipped 7nm in…
Robert Noyce and Gordon Moore founded Intel; Andy Grove joined on day one. Moore's Law became its manufacturing roadmap.
Widely recognised as the first commercially available microprocessor, made on a 10-micron process.
Morris Chang founded a pure-play foundry that makes chips for other companies and designs none of its own.
Apple moved the Mac to Intel, and Intel shipped 45nm chips with high-k metal gates years before rivals.
14nm arrived late, tick-tock gave way to a longer cycle, and Intel quit smartphone chips.
TSMC made 7nm in volume in 2018. Intel's 10nm reached volume only in 2019, about three years late.
Intel said 7nm was a year behind. Apple shipped M1 Macs made by TSMC.
Keep Intel's fabs, use outside foundries, and sell manufacturing to others. US$20 billion for two Arizona fabs.
A US$7.0 billion foundry loss for 2023, 15% job cuts, 20A cancelled, and Gelsinger out in December.
Lip-Bu Tan became CEO. The US government took 9.9%, NVIDIA invested US$5 billion, and Fab 52 began 18A.
18A-P entered risk production in June. Tesla plans 14A; Apple reached a preliminary deal. External revenue is still small.
Q2 foundry revenue US$5.8 billion, loss US$2.1 billion. Intel raised US$20 billion in new shares in August.
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