Economic and security key / semiconductor "Intel's shadow and strategy" (Mainichi Shimbun) --Yahoo! News
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4コメント4件Intel logo on a personal computer
Russia's invasion of Ukraine implement semiconductor export restrictions, but semiconductors are the key to economic security. Big Three in the world that manufactures the semiconductor is Intel, Samsung Electronics in Korea, and Taiwanese Dumpling Corporation (TSMC). The three companies involved the governments of each country, sometimes violently conflicted and sometimes held their hands. Of these, Professor Shinji Kondo, Professor of Otemon Gakuin University, reports the latest trends in the U.S. Intel, which has been the top for many years. [Mainichi Newspaper Economic Premier] ◇ Big Three announced that Intel will build a state -of -the -art factory in Ohio in late January, in late January, in late January. 。 TSMC, another two strongest of semiconductor Big Three, has already announced plans to build a large factory in Arizona and Samsung Electronics. Each factory is scheduled to operate one after another from 2024 to 25 years, and fierce competition will be held in the United States. Intel was founded in 1968 by Gordon Moore and his colleagues in 1968, which is known for saying that the semiconductor accumulation ratio doubles in 18 months, and has been the leader in the industry with high technical capabilities. rice field. The company's central operation device (CPU) has been incorporated into many personal computers. When it was launched, the "Intel Inside" logo appeared on the screen, and the world swept the world with an overwhelming presence. Along with the US Microsoft OS (basic software) Windows, it became a standard for PCs and was called "Wintel Hongen." Shadow to Intel's state -of -the -art technologies, Intel has begun to remove TSMC and Samsung in the microscopic competition of the circuit width that holds the key to semiconductor performance. In the spring of 20, TSMC mass -produced a 5 -nano -wide 5 -nano -meter -meter semiconductor for the first time, and Samsung lined up in the second half of the same year. Intel has a lot of time to mass production of seven nanos one generation ago, and there is a difference between two generations. In reflection of such difficulties, the total market capitalization of Intel and TSMC, which has long been antagonized, has begun to open largely in the mid -20 years, and TSMC is $ 500 billion to $ 600 billion in the $ 500 billion. Intel has been sluggish around $ 200 billion. The CPU, which is good at it, has rapidly deprived of the US Advanced Micro Device (AMD). In February 2001, Pat Gelsinger, who was also the CTO, was overtaken by the CEO. Unlike TSMC, a semiconductor contract production company (foundory), Intel is a vertical integrated manufacturer that consistently performs from design to production. However, the month after his inauguration, he declared that it will shift to a business model that has evolved in vertical integrated type, increasing the number of outsourcing to other companies, and will launch a 2ndry business. ◇ He is believed that he has outsourced the most advanced three -nan product to the TSMC in accordance with this policy in the relationship where Big Three competes for customers. Gelsinger visited Taiwan in mid -December 2011 and met with TSMC Chairman Liu Tokon. He has not given a formal comment on Intel and TSMC, but Taiwanese media reports that the final confirmation of the outsourcing of 3 nano products has been made. Intel's another new strategy, the Foundry, was greeted in the industry. The relationship between TSMC and Samsung, who is also working on contract production, is a vertical integrated type. In TSMC, Intel is a customer and a rival. According to the electronic version of the Taiwanese newsletter, Intel is likely to increase the number of outsourcing to TSMC, and is expected to enter the top three TSMC customers within one or two years. Mr. Liu said that if Intel would produce three nano products in the future, TSMC's capital investment would be wasted, so he would pay a deposit. Gelsinger's reaction has not been revealed. However, Intel's painful position, who has to entrust the company's fate to hostile opponents, is highlighted. ◇ Shinji Kondo's biography was born in Kobe City in 1956. Joined the Mainichi Newspaper company in 1979. He has served as the Hong Kong bureau, the Director of Taipei, the Director of Osaka Economics, and the Vice Chairman of the Editorial. In 2014, Professor of Tabon Gakuin University. His books include "Taiwanese who fought against Peng Akira" and "Charismatic founders of Asian talented companies."
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