3. Intel is ramping up its foundry efforts
Under former CEO Paul Otellini, the company started small by making FPGAs for startups with which it did not compete. Under current CEO Brain Krzanich, the handcuffs clearly have come off, with Intel announcing its latest customer Panasonic will make SoCs that might compete with its own products.
"This is fundamentally not a utilization play," Sunit Rikhi, general manager of the foundry business, told EE Times. "I wouldn't have taken on this job if it was."
Intel chairman Andy Bryant helped kick the foundry efforts into high gear. He believes Intel must remain one of the world's largest chip manufacturers to thrive, Rikhi said.
Bandwidth-hungry telecoms are one of the big customer sets, Rikhi said, though he would not confirm reports Intel is making ASICs for Cisco. The group is shipping samples of its 14nm chips to some customers.
Expect a bigger splash for the foundry efforts at Intel's annual event in San Francisco in September.
Next page: Follow the nanowires