In the middle of the week, the two companies They announced They reached a “multi-generation” agreement to improve Intel’s 18A manufacturing process for use in conjunction with ARM’s architecture and intellectual property. the an agreement Don’t expect Intel’s Foundry Services division to start producing processors, SoCs, or chipsets for ARM itself, but it will allow ARM licensees, including Qualcomm and MediaTek, to hire Intel to build/produce chips for them in the future.
Initially, the two companies plan to focus on improving how Intel 18A manufactures SoC (System-on-Chip) designs for mobile devices and mobile devices. In the future, the two companies could expand their collaboration to manufacture SoCs and chipsets designed for application in the automotive industry, Internet of Things (IoT) devices, and data centers. Additionally, Intel’s support for ARM-licensed firms will extend beyond chip production to include packaging, chip manufacturing, and even software development, indicating that in the future Intel envisions serving as a “one-stop shop” for companies that will hire to produce architecture chips. their own ARM.
Of course, Intel is also quick to highlight the geopolitical implications of the deal. “This collaboration will enable the creation of a more balanced global supply chain for its customers who design SoCs based on ARM processor cores,” reads Intel’s announcement. At the discretion of Counterpoint Research has been published Last July, TSMC (Taiwanese semiconductor manufacturer) produces nearly 70% of the SoCs used in smartphones today. On Monday, China completed three days Military exercise which included an operation simulation of the occupation of Taiwan. The exercises have heightened fears of an imminent military operation on the island, and, of course, the United States – and Europe – are concerned, among other things, about potential problems in the supply chain.
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