After more than 30 years of veteran Kissinger took office as Intel CEO in February, his first important strategy was IDM 2.0, spending $20 billion to build a new fab, in order to compete with Samsung and TSMC, and now Kissinger is saying in the media that the competition between the two companies is not fair.
In recent years, the semiconductor market pattern has changed, Intel used to be the most advanced semiconductor giant on the earth, but after 14nm slowed down, TSMC, Samsung caught up, especially TSMC has become a leader in chip manufacturing, next year will be mass production of 3nm process, a generation or two ahead of Intel.
For the lead of TSMC and Samsung, Intel is also unconvinced, especially after Kissinger took office to lead Intel back to the first, so Intel has two major changes this year, one is the process name change, 10nm changed to 7nm, 7nm changed to 4nm, etc., these are the return to TSMC, Samsung in the 14/16nm process after the behavior.
On the other hand, Kissinger also attacked TSMC and Samsung in the media from time to time, pointing out that It is unfair for Intel to compete with them because Intel's cost is higher, and the reason why Samsung and TSMC have a dominant cost is not market or technical advantages, but subsidies.
In the latest interview, Kissinger talked about this issue again, pointing out that TSMC and Samsung have received subsidies of up to 30-40% from the local government, and Intel is actually not competing with (fair) listed companies, but with TSMC Samsung.
Of course, Kissinger has repeatedly criticized the cost advantage of Samsung TSMC for a reason, because the United States has also introduced a semiconductor subsidy bill of up to $52 billion, which has not yet been fully passed, and Kissinger has repeatedly called on the US government to subsidize American semiconductor companies as soon as possible.
For Intel, Kissinger hopes the government will subsidize them 30 percent of the cost of building a plant so that it can compete with TSMC Samsung.
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