Intel knocks on the capacity of the packaging test factory dipped in light

Intel CEO Henry Kissinger Lightning visited Taiwan and highlighted the partnership with TSMC, a leading foundry company, in a pre-recorded video yesterday (14). The market came out that Kissinger has met with TSMC executives yesterday to finalize 3nm foundry capacity, the industry is optimistic, Intel extended and TSMC advanced process foundry cooperation, considering transportation and time costs, wafer test orders will also be undertaken by Taiwan factory, Riyueguang Investment Control, Jingyuan Electric, Silicon grid and so on can be expected to usher in new orders.

The industry said that in order to consolidate its own market share, Intel must seek foreign assistance in the advanced process technology part, that is, entrusted by TSMC, and it is estimated that from wafer manufacturing to back-end advanced packaging, TSMC solutions will be used.

With the production of Intel advanced process products in Taiwan, wafer testing and other post-orders in the Taiwan supply chain is complete, which can effectively reduce the transportation time and cost, there is a chance to be undertaken by Taiwan factories such as Riyueguang Investment Control, Jingyuan Electric, and Sige, and the order volume will be further expanded.

It is reported that Jingyuan Electric and Silicon Grid are intel partners, Jingyuan Electric mainly undertakes on-site programmable gate array (FPGA), AI and other high-speed computing related orders, and this year also won the Intel Quality Supplier (PQS) Award. With major customers coming to Taiwan to negotiate 3nm wafer foundry capacity, Jingyuan Electric is a long-term partner and is expected to benefit directly.

Silicon Grid undertakes products such as Intel Netcom chips, and with customers looking forward to better next year, it is actively deploying new production lines, hoping to meet the new round of customer demand and indicate annual revenue.

In terms of Sunlight Investment Control, in response to the huge production capacity demand, the original planned capital expenditure was US$1.7 billion (about NT$47.6 billion), which was later raised to US$1.9 billion to US$2 billion (about NT$53.2 billion to 56 billion), an increase of 11.7% to 17.6%, and an increase of 10% to 15% over last year.