경영진은 Nvidia와 TSMC 및 삼성과의 긴밀하고 장기적인 관계에 대해 언급

2023.05.30

Can Intel Compete With TSMC? Nvidia CEO Says Test Chips 'Look Good.' | Barron's (barrons.com)

인텔도 엔비디아 칩을 제조하는데 TSMC와 경쟁할 것인가?

인텔 파운드리에서 만든 시제품 칩도 성능이 훌륭했다고 젠슨황이 언급

 

The executive noted Nvidia’s close and long-term relationship with TSMC (TSMC), along with Samsung 005930 +2.84%  (005930.Korea), for manufacturing its chips.

“We have a lot of customers depending on us. And so our supply chain resilience is very important to us. We manufacture in as many places as we can,” he replied.

 

“We’re open to manufacturing with Intel. And (Intel CEO) Pat (Gelsinger) has said in the past that we’re evaluating their process, and we’ve recently received the test chip results of their next generation process and the results look good.”

 

"이 경영진은 Nvidia와 TSMC(TSMC) 및 삼성(005930.한국)과의 긴밀하고 장기적인 관계에 대해 언급했습니다. 

이들은 자사 칩을 제조하기 위해 다양한 장소에서 생산하고 있으며, 그것은 매우 중요한 공급망 내구성입니다. 

많은 고객들이 우리에게 의존하고 있기 때문입니다," 그는 말했습니다. 

 

"우리는 Intel과의 제조에도 열려 있습니다. 그리고 (Intel CEO인) 팻(Gelsinger)은 과거에 우리가 그들의 공정을 평가하고 있다고 언급했으며, 우리는 최근 그들의 다음 세대 공정의 테스트 칩 결과를 받았고, 그 결과는 좋아 보입니다."

 

When the CEO of Nvidia publicly states a positive test result from Intel’s INTC +3.41%  (INTC) Foundry Services’s coming chip manufacturing process, it is a significant moment.

It shows the relationship between the two major semiconductor players is advancing.

 

Nvidia spokesperson said the company had nothing to add beyond Huang’s answers. Intel had no comment on Nvidia CEO’s remarks, but pointed to a prior announcement that stated Nvidia has committed to U.S. Department of Defense’s RAMP-C program to establish a domestic foundry infrastructure.

 

"Nvidia의 CEO가 Intel의 Foundry Services의 곧 출시될 칩 제조 공정에서 긍정적인 테스트 결과를 공개적으로

언급하면서, 그것은 중요한 순간입니다. 

이는 두 대형 반도체 업체(엔비디아와 인텔)간의 관계가 진전되고 있다는 것을 보여줍니다.

 

Nvidia 대변인은 회사가 Huang의 답변 이상의 추가 내용이 없다고 밝혔습니다.

Intel은 Nvidia CEO의 발언에 대해 언급할 코멘트는 없었지만, Nvidia가 미국 국방부의 RAMP-C 프로그램에 

참여하여 국내 파운드리 인프라를 구축하기로 약속한 이전 발표를 언급했습니다."

 

If a manufacturing partnership does develop, it would be a win-win for both companies.

Intel would get its sorely needed flagship U.S. customer for its fledging chip-manufacturing business.

Nvidia would get more diversity in suppliers in case U.S.-China geopolitics deteriorates,

along with having another way to keep TSMC’s pricing in check.

 

만약 제조 파트너십이 형성된다면, 양사에게 모두 이로운 결과가 될 것입니다. 

인텔은 신생 칩 제조 사업에 절실히 필요한 주요 미국 고객을 확보할 수 있을 것입니다. 

Nvidia는 미국과 중국의 지정학적인 상황이 악화할 경우에 대비하여 공급업체 다양성을 더욱 갖게 되며, 

TSMC의 가격을 조절할 수 있는 또 다른 방법을 확보할 수 있을 것입니다.

 

 

Earlier this month, Intel executive Mark Gardner said the company’s Foundry Services offers a compelling proposition for its customers, citing what Intel says is a more geographically secure supply chain.

Intel’s chip-making factories and chip assembly/testing/packaging sites are placed in different places around the world, including the U.S., Gardner noted. In comparison, most of TSMC’s chip-making facilities are in Taiwan, though the company does have some facilities and offices in the U.S. and Europe and elsewhere in Asia.

 

이번 달 초, Intel 임원인 Mark Gardner는 인텔의 Foundry Services가 고객들에게 매력적인 제안을 제공한다고 말했으며, 이는 인텔이 보다 지리적으로 안전한 공급망을 제공한다는 것을 강조했습니다.

인텔의 칩 제조 공장과 칩 조립/테스트/패키징 사이트는 미국을 비롯한 세계 각지에 위치해 있다고 Gardner는 언급했습니다. 비교적으로, TSMC의 대부분의 칩 제조 시설은 대만에 위치해 있지만, 회사는 미국, 유럽 및 아시아 기타지역에도 일부 시설과 사무실을 갖고 있다는 것입니다.

 

According to TrendForce, TSMC has about 59% market share of the third-party chip-manufacturing business, followed by Samsung at 16%. Intel’s share is minimal as it begins to ramp up its foundry services to external customers.

Press Center - Total Revenue of Top 10 Foundries Fell by 4.7% QoQ for 4Q22 and Will Slide Further for 1Q23, Says TrendForce | Tr

 

TrendForce에 따르면, TSMC는 제3자 칩 제조 사업에서 약 59%의 시장 점유율을 가지고 있으며, 이를 16%로 따르는 것은 Samsung입니다. 인텔은 외부 고객을 위해 파운드리 서비스를 확대하는 과정에서 시장 점유율은 미미합니다.

 

Since joining two year ago, Gelsinger has implemented an aggressive turnaround strategy and

bet the company on expanding the company’s foundry business.

Last month, the Intel CEO reiterated the company is on pace to regain chip manufacturing technology leadership

by 2025 and on track to make five advances in semiconductor process technology in four years.

 

Gelsinger는 두 해 전에 합류한 이후 공격적인 경영 전환 전략을 시행하고 회사의 파운드리 사업을 

확대하기 위해 회사의 운명을 걸었습니다. 

지난달, 인텔 CEO는 회사가 2025년까지 칩 제조 기술 선도권을 되찾을 것이며, 

4년 동안 반도체 공정 기술을 5번 발전시킬 것이라고 다시 한 번 강조했습니다.