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OEM business

The third entity will be a standalone foundry, which Richard says could end up being the second largest foundry in the world, behind TSMC.Richard writes: "Intel may be the only viable alternative to TSMC's leadership, particularly in high-performance applications such as AI integrated circuits, CPUs, GPUs and FPGAs. "

Earlier, Dutch lithography giant Asmax said it had begun shipping the most central components of its first state-of-the-art chip-making machine to a chip factory owned by U.S. chipmaker Intel. According to media reports, sources familiar with the matter, who asked not to be named, said the core components of the state-of-the-art system, known as high-NA extreme ultraviolet (EUV) lithography (high-NA extreme ultraviolet), have been shipped to Intel's D1X chip plant in Oregon, meaning Intel's ambition to fully shift to the chip foundry sector ushered in the most powerful Photolithography technology to help.

The technology is of great significance to both tech giants, which are among the most important leaders in the chipmaking industry, and Gelsinger's promise that the chipmaker, which he leads, will get the first of these new machines demonstrates his commitment to leading Intel back to the global forefront of manufacturing technology. For its part, Asmax is launching this new technology to help chipmakers such as Intel and TSMC tackle chip manufacturing at the 2nm and below node, as well as to keep the entire chipmaking industry reliant on its top-end lithography equipment.

He estimates the company's in-house manufacturing revenue this year is about $20 billion, so at a multiple of five - and similar multiples for TSMC, GeForce and UMC- the foundry business could be worth reach $100 billion. $GMS Inc(GMS.US)$ $ASML Holding(ASML.US)$ $United Microelectronics(UMC.US)$
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