Intel ke revival mein nayi umeed?
Reports ke mutaabik, chip designers Nvidia aur Broadcom, Intel ke saath manufacturing tests kar rahe hain. Yeh Intel ke advanced production techniques mein unka vishwas dikhaata hai. Yeh tests, jinke baare mein pehle koi khabar nahi thi, ishara karte hain ki yeh companies Intel ko manufacturing contracts dene ke kareeb pahunch rahi hain, jo kai sau million dollars ke ho sakte hain.
Intel ke liye bada mauka
Intel ka contract manufacturing business, jo abhi tak delays ka shikar raha hai aur jisme koi bada chip designer customer nahi hai, isse ek badi revenue aur endorsement mil sakti hai. Advanced Micro Devices bhi Intel ke 18A manufacturing process ka mulyankan kar raha hai, lekin yeh spasht nahi hai ki unhone test chips factory mein bheje hain ya nahi.
Intel ka jawaab
Ek Intel spokesperson ne kaha, “Hum kisi specific customer ke baare mein comment nahi karte, lekin humein Intel 18A par apne ecosystem mein strong interest aur engagement dikh raha hai.”
Nvidia aur Broadcom ke tests
Nvidia aur Broadcom, Intel ke 18A process ka istemal karke tests kar rahe hain. Yeh process advanced AI processors aur anya complex chips banane mein saksham hai. 18A process, Taiwan ki TSMC ki similar technology se competition karta hai, jo global chip market mein dominate karti hai.
Tests ka maksad
Yeh tests pure chip designs par nahi kiye ja rahe hain, balki Intel ke 18A process ki capabilities aur behavior ko check karne ke liye hain. Chip designers aksar wafers khareedte hain taaki chip ke specific components ko test kar saken aur kisi bhi kami ko dur kar saken, isse pehle ki woh high volume mein pura design produce karne ka faisla karein.
Tests kab tak chalenge?
Testing chal rahi hai aur mahino tak chal sakti hai. Yeh spasht nahi hai ki tests kab shuru hue.
Intel ko nayi business milegi, iski koi guarantee nahi
Pichle saal, reports mein kaha gaya tha ki Broadcom ke tests ke ek batch ne unke executives aur engineers ko nirash kiya tha. Us samay, Broadcom ne kaha tha ki woh Intel ki foundry ki review karna jaari rakhega.
Intel ke contract manufacturing business mein sambhav delays
Do anya sources aur Reuters dwara dekhe gaye documents ke anusaar, Intel ke contract manufacturing customers, jo third-party intellectual property par nirbhar karte hain, unke liye chips deliver karne ki Intel ki kshamata mein aur deri ho sakti hai.
Intel ke revival plan ke liye foundry business mahatvpurn
Intel ke contract manufacturing business, ya foundry, ki safalta, purv CEO Pat Gelsinger ke dwara company ko revive karne ke plan ka mukhya hissa thi. Lekin board ne December mein Gelsinger ko barkhast kar diya.
Interim co-CEOs ne Intel ke AI chip ko rok diya
Interim co-CEOs ne Intel ke aane wale artificial intelligence chip ko rok diya, jisne unki apni AI chip banane ki umeedon ko kam se kam 2027 tak ke liye aage badha diya.
US government ki ruchi
Intel ke struggling business ne US President Donald Trump ke administration ka dhyaan akarshit kiya hai, jo American manufacturing prowess ko restore karne aur China se mukabla karne ke liye utsuk hai. Intel ko US ke andar sabse advanced semiconductors banane ki eklauti umeed maana jaata hai.
TSMC ke saath sambhav joint venture
Is saal ke shuru mein, administration officials ne Taiwan ki TSMC ke CEO, C.C. Wei se New York mein Intel ki factory unit mein ek joint venture mein majority stake lene ke baare mein mulakat ki, yeh ek source ke anusaar hai. Baatcheet mein anya chip designers dwara naye venture mein equity stakes khareedne ki sambhavna bhi shamil thi.
Intel ke deals
Intel ne Microsoft aur Amazon.com ke saath 18A par chips produce karne ke liye deals sign kiye hain, lekin details kam hain.
18A process mein deri
18A process pehle hi contract manufacturing customers ke liye 2026 tak delay ho chuka tha. Ab, Reuters dwara review kiye gaye supplier documents aur do sources ke anusaar, Intel ne apni timeline ko chhah mahine aur aage badha diya hai.
Deri ka karan
Yeh deri 18A process ke liye crucial intellectual property ko qualify karne ki zarurat ke karan hai, jismein anumanit samay se zyada samay lag raha hai.
Intel ka bayan
Deri ke baare mein puchhe jane par, Intel ne kaha, “(Hum) is saal ki dusri chhamahi mein production shuru karenge, apne customers se kiye gaye commitments ko pura karte hue.” Company ne kaha ki use umeed hai ki iske factories is saal customers se designs receive karenge.
Industry experts ke anusaar, kai chip designers Intel ki foundry progress par najar rakhe hue hain
Synopsys ke CEO, Sassine Ghazi ne apne financial results ke baad ek interview mein kaha ki Intel ka 18A process abhi TSMC ke sabse advanced process aur uske purvavar ke beech ke level par perform kar raha hai.
Deri ka asar
Customer chips ki badi sankhya mein mass-production mein deri se Intel ki foundry se revenue ruk sakti hai, jo abhi company ke apne chips produce karti hai. Intel ko 2025 mein foundry business se $16.47 billion (laghbhag Rs. 1,43,746 crore) revenue generate hone ki ummeed hai, halanki is revenue ka lagbhag sabhi hissa Intel khud se hai.
Foundry segment ke liye revenue pichle saal 60 pratishat kam ho gaya, aur company ne kaha hai ki woh kam se kam 2027 tak break even nahi karegi.
