A number of tech analysts have looked at Intel CEO’s, Pat Gelsinger, visit to Taiwan as a means for the American chip giant to pressure TSMC over its chip orders. Apparently, the former is urging the latter to confirm its chip orders for cutting edge latest 3nm process.
According to a TaiwanNews report, local media reports in Taiwan and analyst believe that the American company is looking to “berate then buy” from the world’s largest contract chipmaker. As per tech analyst Chai Huan-shi, Gelsinger’s visit to Taiwan is not just to acquire chip orders from Taiwan Semiconductor Manufacturing Company but to also put pressure on the chip manufacturer.
Notably, Chai added that Team Blue’s current product line is not advanced enough as of right now for the 3nm process. Furthermore, he believes that TSMC’s 3nm process has already been booked out by other tech giants, with Intel currently having no order allocation at the moment. So, Chai stated that the CEO arrival in Taiwan could also be the company’s efforts in interfering with TSMC’s corporate strategy. The analyst believes the move is in the best interest of his own company, or possibly even the US government as well.
He noted that while receiving 3nm chip orders might be a symbolic victory for the American company, TSMC’s other customers (including Apple, Nvidia, AMD, MediaTek, and others) could in turn begin pressuring Intel. On the other hand, Intel’s entire efforts could also very well be to interfere in the rivalry between TSMC and Samsung as well.
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