{"id":9810,"date":"2024-02-21T20:35:48","date_gmt":"2024-02-21T20:35:48","guid":{"rendered":"https:\/\/topat10.com\/?p=9810"},"modified":"2024-02-21T20:35:48","modified_gmt":"2024-02-21T20:35:48","slug":"intels-ai-reboot-is-the-future-of-us-chipmaking","status":"publish","type":"post","link":"https:\/\/topat10.com\/?p=9810","title":{"rendered":"Intel\u2019s AI Reboot Is the Future of US Chipmaking"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p class=\"paywall\">Gina Raimondo, the US secretary of commerce, spoke at Intel\u2019s event today and compared the US government\u2019s current focus on revitalizing its chip industry to the space race of the 1960s. \u201cThe fact that we are so overly dependent on a couple of countries in Asia that we need for life-saving medical equipment, cars, every piece of technology, showed us we\u2019ve got to get back to work making more chips,\u201d Raimondo said.<\/p>\n<p>Full Disclosure<\/p>\n<p class=\"paywall\">Intel\u2019s new foundry strategy will involve breaking out the new unit\u2019s financials to let investors see how that part of the business is operating. \u201cWe&#8217;re not fixing one company; we&#8217;re establishing two vibrant new organizations,\u201d Gelsinger said.<\/p>\n<figure class=\"AssetEmbedWrapper-eVDQiB byBkf asset-embed\">\n<div class=\"AssetEmbedAssetContainer-eJxoAx dBHGoQ asset-embed__asset-container\"><span class=\"SpanWrapper-umhxW kGxnNB responsive-asset AssetEmbedResponsiveAsset-cXBNxi eCxVQK asset-embed__responsive-asset\"><picture class=\"ResponsiveImagePicture-cWuUZO dUOtEa AssetEmbedResponsiveAsset-cXBNxi eCxVQK asset-embed__responsive-asset responsive-image\"><noscript><img decoding=\"async\" alt=\"An Intel factory employee holds a wafer with 3D stacked Foveros technology at an Intel fab in Hillsboro Oregon.\" class=\"ResponsiveImageContainer-eybHBd fptoWY responsive-image__image lazyload\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-src=\"https:\/\/media.wired.com\/photos\/65d6409e1c295636581d2aac\/master\/w_1600%2Cc_limit\/Intel-Foundry-IFDC-8.jpg.rendition.intel.web.1920.1080.jpg\" data-sizes=\"auto\" data-srcset=\"https:\/\/media.wired.com\/photos\/65d6409e1c295636581d2aac\/master\/w_120,c_limit\/Intel-Foundry-IFDC-8.jpg.rendition.intel.web.1920.1080.jpg 120w, https:\/\/media.wired.com\/photos\/65d6409e1c295636581d2aac\/master\/w_240,c_limit\/Intel-Foundry-IFDC-8.jpg.rendition.intel.web.1920.1080.jpg 240w, https:\/\/media.wired.com\/photos\/65d6409e1c295636581d2aac\/master\/w_320,c_limit\/Intel-Foundry-IFDC-8.jpg.rendition.intel.web.1920.1080.jpg 320w, https:\/\/media.wired.com\/photos\/65d6409e1c295636581d2aac\/master\/w_640,c_limit\/Intel-Foundry-IFDC-8.jpg.rendition.intel.web.1920.1080.jpg 640w, https:\/\/media.wired.com\/photos\/65d6409e1c295636581d2aac\/master\/w_960,c_limit\/Intel-Foundry-IFDC-8.jpg.rendition.intel.web.1920.1080.jpg 960w, https:\/\/media.wired.com\/photos\/65d6409e1c295636581d2aac\/master\/w_1280,c_limit\/Intel-Foundry-IFDC-8.jpg.rendition.intel.web.1920.1080.jpg 1280w, https:\/\/media.wired.com\/photos\/65d6409e1c295636581d2aac\/master\/w_1600,c_limit\/Intel-Foundry-IFDC-8.jpg.rendition.intel.web.1920.1080.jpg 1600w\" sizes=\"100vw\"\/><\/noscript><\/picture><\/span><\/div>\n<p><span class=\"BaseWrap-sc-gjQpdd BaseText-ewhhUZ CaptionText-bHjzlu iUEiRd cDlTYw iXWezO caption__text\">An Intel factory employee holds a wafer with 3D stacked Foveros technology at an Intel fab in Hillsboro, Oregon.<\/span><span class=\"BaseWrap-sc-gjQpdd BaseText-ewhhUZ CaptionCredit-ejegDm iUEiRd iggRJP fNaHcW caption__credit\">Photograph: Intel Corporation<\/span><\/p>\n<\/figure>\n<p class=\"paywall\">Now all Intel needs is more customers willing to trust it with the future of their business. Some chip industry insiders say the company\u2019s revamped foundry plans seem more likely to succeed than previous attempts to revive Intel\u2019s fortunes.<\/p>\n<p class=\"paywall\">\u201cBefore Pat joined they really didn\u2019t have an understanding of the foundry market,\u201d says Dan Hutcheson, a long-time chip industry analyst with Tech Insights. \u201cThis has steadily improved. The messaging is much more focused, and they are picking up customers, which proves they are doing something right.\u201d<\/p>\n<p class=\"paywall\">Gelsinger took over as CEO of Intel in 2021 with the company on a downward trajectory following several high-profile missteps. He promised an aggressive comeback plan that would involve developing more competitive chips of its own while also regaining an engineering edge in manufacturing and offering that up to other firms.<\/p>\n<p class=\"paywall\">Hutcheson says the company\u2019s biggest edge may be that it can offer advanced packaging of newly carved chips into working components, guaranteed supply lines, and other ancillary chipmaking solutions that customers see as more secure in an uncertain world. \u201cTheir biggest point of differentiation seems to be that they are a strategic alternative to TSMC,\u201d he says.<\/p>\n<p class=\"paywall\">Intel\u2019s decline has caused concern in the US national security establishment because of the importance of computer chips and the extraordinary potential of AI. China\u2019s technology ambitions and the potentially vulnerable location of most of TSMC\u2019s factories in Taiwan has caused fears that US access to the world\u2019s best chips could be cut off. In 2022, the US government <a href=\"https:\/\/www.wired.com\/story\/chips-act-52-billion-semiconductor-production\/\">passed the CHIPS Act<\/a> promising $52 billion to reinvigorate domestic chipmaking and secure silicon supply lines. According to <a href=\"https:\/\/www.bloomberg.com\/news\/articles\/2024-02-16\/intel-in-talks-for-more-than-10-billion-in-chips-act-incentives\">a Bloomberg report<\/a>, Intel is in line to receive $10 billion of that money.<\/p>\n<p class=\"paywall\">Intel apparently believes it could make use of even more government cash. Onstage today Gelsinger asked Secretary Raimondo if the US government might need a second CHIPs act. \u201cI suspect there will have to be\u2014whether you call it CHIPS Two or something else\u2014continued investment if we want to lead the world,\u201d Raimondo said.<\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Gina Raimondo, the US secretary of commerce, spoke at Intel\u2019s event today and compared the US government\u2019s current focus on revitalizing its chip industry to the space race of the 1960s. \u201cThe fact that we are so overly dependent on a couple of countries in Asia that we need for life-saving medical equipment, cars, every [&hellip;]<\/p>\n","protected":false},"author":293,"featured_media":9811,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[703],"tags":[1413,1411,1410,425,1414,1412],"class_list":["post-9810","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-china","tag-chips","tag-intel","tag-microsoft","tag-satya-nadella","tag-semiconductors"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Intel\u2019s AI Reboot Is the Future of US Chipmaking | Unlock Informed Choices with Us<\/title>\n<meta name=\"description\" content=\"The biggest chipmaker in the US is hoping that generative AI\u2014and US government concern about China\u2019s tech ambitions\u2014will revitalize its business.\" 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Knight","author_link":"https:\/\/topat10.com\/?author=293"},"uagb_comment_info":0,"uagb_excerpt":"Gina Raimondo, the US secretary of commerce, spoke at Intel\u2019s event today and compared the US government\u2019s current focus on revitalizing its chip industry to the space race of the 1960s. \u201cThe fact that we are so overly dependent on a couple of countries in Asia that we need for life-saving medical equipment, cars, 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