뜨거워지고 있는 CPU전쟁(2022.02.07)

2022.02.07

Industry watch: CPU battle heating up (digitimes.com)

 

In the 1990s, Intel, the peerless CPU market leader, even produced motherboards, challenging Taiwan's motherboard makers. Was Intel really interested in making motherboards? Certainly not.

1990녀내에는 인텔은 심지어 대만의 마더보드 생산업체와 경쟁하면서 PC용 마더보드까지 생산하는

경쟁자가없는 CPU 최강자였다.

정말로 인텔은 마더보드 생산에 관심이 있었던 것일까? 물론 아니다. 

 

It was Intel's intention to use its self-made motherboards to motivate Taiwan makers to upgrade their skill level.

It's very similar to TSMC's strategic purpose of developing technology of IC packaging and testing.

인텔의 의도는 대만 업체들이 기술 수준을 높이도록  동기를 부여하기위해 자체 마더보드를 사용하려는 것이었다.

그것은 현재 TSMC의 반도체 패키징과 테스트 기술을 개발하는 전략적 목적과 매우 흡사하다.

 

Intel purchased PCBs from Taiwan to assemble motherboards in Puerto Rico that offered cheap labor with strategic purpose of selling advanced microprocessors to Taiwan makers and seeking vertical integration for the maturing market at the same time.

Intel was eyeing a winner-take-all plan. But Intel's plan never succeeded, or the notebook and mobile phone supply chain would not have thrived, and it would have even wreaked havoc on the IC design industry.

 

At that time, Intel knocked out AMD. After Lisa Su took office as AMD's CEO, she drastically changed the strategy to make good use of TSMC's production capacity, staging a strong comeback in advanced node processes, subduing Intel that hit a snag at 10nm and 7nm.AMD has survived.

 

그 시기에 인텔은 AMD를 무너뜨렸다.

리사 수가 AMD 사장으로 취임하면서, 그녀는 TSMC의 생산 역량을 사용하는 전략을 취했고,

이는 10나노와 7나노 공정에서 어려움을 겪고 있는 인텔을 제압하면서 강한 복귀를 하였다.

AMD는 살아났다.

 

After gaining ground in the mobile phone market, Apple is eager to cash in on business opportunities of high-performance computing. Besides, Nvidia has seized a strategic foothold in the AI and metaverse markets, relying on the manufacturing capabilities of its foundry partners.

 

애플은 모바일폰 시장에서 기반을 다진후, 고성능 컴퓨팅 사업에 돈을 투자하기를 원했다.

게다가 엔비디아는  그의 파운드리 파트너의 제조 능력에 의존하면서, 인공지능과 메타버그에서

전략적 기반을 마련하였다. 

 

 

Qualcom and MediaTek are also taking actions. Will Google, Amazon, Microsoft ignore the business opportunities of self-driving chips, AI and metaverse? Of course not.

Neither would the Chinese players miss the opportunities to compete head to head with the US Internet giants.

퀄컴과 미디어텍 역시 가만히 있지 않고있다.

구글, 아마존과 마이크로소프트도 자율주행칩과 인공지능 메타버스를 무시할까요? 그렇지 않습니다.

중국 업체들도 미국업체와 경쟁하는 기회를 놓지지 않을 것입니다.

 

Under the intense global race, with the most advanced node process originally limited to a handful of key adopters, wafer foundries as the pivotal sector of the entire supply chain seem to play the role of a game-changer in the years to come thanks to the phenomenal growth of silicon content. So, we may assume that TSMC's global leadership will remain secure until 2025 when 2nm comes into play. But what's lying ahead beyond 2025? If TSMC failed, what would be the root cause?

 

There are no unbeatable players in this industry! During the 1980s, who would believe IBM's leading position would be on the wane. During the 1990s, Intel was peerless. We don't believe Intel stands a chance of beating TSMC before 2025. Taiwanese dub TSMC the "Sacred Mountain" that protects the country, but 80% of the equity of this sacred mountain is foreign-owned. No one really knows what would happen if there were drastic changes.