“I think it is too late for us (to achieve the position of Nvidia in the field of artificial intelligence), Although we have other opportunities in this market (…) twenty or thirty years ago we were leaders. Now the world has changed. We are not among the ten main semiconductor companies. We have to be humble. ” These words of Lip-Bu Tanthe general director of Intel, are aimed at the company’s employees in a clear attempt to expose what challenges they face.
The challenges with Those who are dealing Intel They exceed the other challenges that he has faced during his more than half a century of history. The leadership that has sustained for decades in the manufacturing industry of integrated circuits is in the hands of The Taiwanese company TSMC Since the mid -2000s. In addition, the stagnation during the last years of the PC market and the slowness with which Intel has participated in the AI industry have placed it in a very compromised position.
It is necessary to compete from you to compete again with AMD. Intel and AMD compete on several fronts. Three of the most important are the processors for servers and work stations, the GPUs for artificial intelligence and the CPUs for PC. The company led by Lisa supports a very solid position in these three market segments, and if we stick to CPU for PC enthusiasts During the last generations it has been very successful among users. In fact, to us your chips Ryzen 7000 and 9000 We love. In this Intel scenario you have no choice but to fight from you with AMD and recover a technological leadership that lost a long time ago.
His future is in the hands of lithography 18a. Intel’s short -term competitiveness is closely linked to the success of a single semiconductor manufacturing technology: 18A photolithography. Ben Sell, Vice President of Intel Technology Development, confirmed At the end of last September that the 18A node already has the maturity necessary to enter large -scale production in 2025. and also assured that it will benefit from the resources that have been reallocated since the 20A node. In the current scenario the 18A node will be the true protagonist. That is not the slightest doubt.
The 18A node already has the necessary maturity to enter large -scale production in 2025
The internal division should be left behind. The possibility that the Board of Directors of Intel decides to split the chips manufacturing subsidiary of the company’s matrix and put it in the hands of another company has triggered a deep internal division in the company. Joseph Bonetti, main manager of Intel engineering programs, expresses it in this way:
“Intel leaders, Board of Directors of Intel and Donald Trump administration, please do not sell or give the control of Intel Foundry to TSMC just when Intel is taking the technological front and starting to take off. It would be a terrible and demoralizing error.” Bonetti also maintains that Intel is not lagging for its competitors, and that the advances that their engineers are achieving in the field of chips production are very important.
Lip-Bu must recover government confidence. Lip-bu Tan, the general director of Intel, is in a very compromised position. Before arriving at the company that Cadence Design Systems currently led, an American company specialized in the development of software and hardware tools to design and verify integrated circuits. The problem is that just a month ago, in July, the US Department of Justice condemned her to pay a fine of more than 140 million dollars for selling commercial secrets to China.
According to this US institutionCadence Design Systems delivered this critical information to the National University of Defense Technology, a Chinese teaching and research center that is supervised by the Chinese army. Lip Bu-Tan Intel leads since March 2025but there is a crucial fact that we should not overlook: although this conflict has taken it out of Cadence Design Systems directed this company between 2009 and 2021. And this was the period in which According to the US Department of Justice There were export control violations by which this company has recently been convicted.
Image | Intel
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