Samsung Challenger
Intel Foundry Services and ARM announced that they would cooperate for mobile chip production and, in the long term, in the automotive, IoT, data center, and aerospace fields.
Intel is currently increasing investment in the foundry sector and the cooperation with ARM is expected to boost its competitiveness in the sector. This is another challenge on the part of Samsung Electronics, which has yet to catch up with TSMC with the new competition emerging.
Intel withdrew from the sector in 2018 due to its technical limitations related to 7-nm and more advanced process technologies. However, it is expected to regain fabless companies’ trust by cooperating with ARM, which accounts for more than 90 percent of global mobile application processor designs.
Intel is aiming to start 2-nm and 1.8-nm processes in the second half of 2024 and 2025, respectively. This is faster than Samsung Electronics’ schedule, that is, 2-nm process initiation in 2025. Samsung Electronics, the second-largest foundry in the world, is planning to keep ahead of Intel with its technological superiority at the 3-nm level.