Tech
Inside Intel’s Bold $26 Billion U.S. Plan To Regain Chip Dominance
For decades, Intel was the leading maker of the world’s most advanced chips. Intel’s history is interwoven with that of Silicon Valley, credited with the invention of RAM and microprocessors, the building blocks of modern computing. Now Intel has fallen behind. But its new CEO, Pat Gelsinger, has a bold plan to catch up to Samsung and TSMC by 2025, by building new chip fabrication plants in the U.S., Europe and Israel totaling more than $44 billion. CNBC got an exclusive tour at the fab expansion outside Portland, Oregon, that’s set to open early next year.
The world’s smallest and most-efficient chips are usually referred to as 5 nanometer, a nomenclature that once referred to the width of transistors on the chip. They power cutting-edge data processing and the latest generation of Apple iPhones. TSMC and Samsung make all of these 5-nanometer chips at fabs in Asia.
“They took their eye off the ball,” said Stacy Rasgon, an analyst at Bernstein. “Once you fall off the treadmill, it’s really really difficult to get back on. It’s a very dynamic and fast-moving industry.”
In 1990, 37% of the world’s semiconductors were made in the U.S., according to industry association Semi. Last year, U.S. market share was down to 12%, according to the association. The government is hoping to change that with the CHIPS Act, which includes a proposed $52 billion in subsidies for chip companies like Intel that commit to manufacturing in the U.S.
“It also starts building up that base within the United States, so that the United States can become more self-sufficient,” said Ann Kelleher, Intel’s senior vice president of technology development .
TSMC is responsible for 92% of the world’s 5-nanometer chips, according to research group Capital Economics. This leaves the global chip supply vulnerable to natural disasters like earthquakes and the region’s current drought. There’s also the escalating geopolitical tension between China and Taiwan, as well as the U.S.-China trade war.
“Every aspect of defense, intelligence, government operations is becoming more digital,” Gelsinger said. “And we want to rely on foreign technology for those critical aspects of our defense and national security? I don’t think so.”
The next steps in Intel’s playbook include a chip so efficient that the company didn’t measure it in nanometers but with an even smaller unit of measurement called the angstrom. Intel said the 18a, which is in development for 2025, will accelerate the company past its competitors.
“We will be the world’s largest integrated design and manufacturer of silicon for the long term,” Gelsinger said.
“It’s a tall order and it is not my expectation that he will hit that,” Susquehanna’s Rolland said. “But if he could hit that timetable, it would put them back, in my opinion, on par with TSM head to head.”
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Inside Intel’s Bold $26 Billion U.S. Plan To Regain Chip Dominance
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Chinese automakers have made over $100 billion in EV and battery investments abroad since 2019, according to Atlas Public Policy, far outpacing US firms. CNBC’s Robert Ferris has more on how the Asian country got here and why.
Chapter 1: What is happening – 01:18
Chapter 2: Why this matters – 03:05
Chapter 3: The future – 06:00
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How China came to dominate the global EV factory boom
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Cisco buys tech startup AppDynamics one day before its IPO. Here’s what to expect next.
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Cisco Buys AppDynamics One Day Before Its IPO | Tech Bet | CNBC
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The AI race is shifting from who has the biggest model to who can run, control and deploy AI most effectively.
Perplexity CEO Aravind Srinivas joins to discuss the company’s new orchestrator model, why he’s building on open-source Chinese AI, and his argument that “token value per watt” may decide the next phase of competition.
Then, Benchmark general partner Peter Fenton and Ollama CEO Jeff Morgan discuss the rise of open models, why enterprises are increasingly running models they can download and control, and what Ollama’s growth says about where the AI ecosystem is heading.
Together, the conversations get at one big question: in AI’s next race, will the winners be defined less by model access and more by cost, control and compute?
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AI’s Next Race: Cost, Control, and Compute
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Federal Reserve Chairman Kevin Warsh is floating major revisions to the central bank’s approach to assets, productivity, data, inflation and public communications. To achieve this, Warsh has created 5 “task forces” while soliciting interest from individuals outside of the Fed. This presents an opportunity for a small unelected group to influence the broader U.S. economy and value of U.S. dollars circulating globally. CNBC’s Matt Peterson reports.
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Members of Congress are debating the future of AI regulation at a pivotal moment for the technology. In an effort to influence the next class of lawmakers, dueling super PACs backed by AI giants like OpenAI and Anthropic are pouring millions of dollars into the midterm elections. CNBC’s Emily Wilkins breaks it down.
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@docbrown7513
December 19, 2023 at 8:57 am
https://youtu.be/oJeetORmSYw?si=Kz1jSJt3YoWOd0Xb
@EricPham-gr8pg
December 19, 2023 at 8:57 am
Goes into light photronic instead of electronic cpu like human DNA so the cpu cell can be embeded inside material make it programable materials like life cell. INTELL CAN. Could hydro carbon silicate help? Telescope lense may zoom to small but interface is hardest to integrate small cpu i/o is the bottle neck and data in meta formate need to catch up specially oscilator at high speed that base use sunlight amplified highest frequencies possible
@EricPham-gr8pg
December 19, 2023 at 8:57 am
If we had developed special 3d printer with multimaterial print head to print phone and computer cpu and microcontrol pbc would take the leads so future space probe can extend its own on space exploration on fly in remote area in space or restart civilization after nuclear even
@jamescarter8311
December 19, 2023 at 8:57 am
Intel 4 will dominate.
@King_Louie_5th
December 19, 2023 at 8:57 am
Intel 𝘐𝘕𝘚𝘐𝘋𝘌
@aslantabe1447
December 19, 2023 at 8:57 am
love to see this, let's make the US independent!
@user-me4ok9fl2x
December 19, 2023 at 8:57 am
yeah yeah yeah yeah Go intel go
@davidchin35
December 19, 2023 at 8:57 am
Intel chips have back doors or forced to have them for See IA to spy on America’s friends and allies?
@bazukamimi5721
December 19, 2023 at 8:57 am
Why not make soc chips?Want to see phone with core i9
@ssotkow
December 19, 2023 at 8:57 am
Intel was probably one of the biggest lobbyist persuading US legislators in DC to decouple reliance from foreign competitors like TSMC, by arguing US military needs made in America chips for reasons of national security. Biden's signing of the $52b Chip Act was likely the doing of CEO Pat Gelsinger to salvage Intel's survival.
@MarkWilliams-ix1qf
December 19, 2023 at 8:57 am
The main reason for Intel's success was not great tech. They had a legal monopoly on the x86 types of chip which ran the dominant operating system, Windows and related applications. That allowed them to price high, fund the best fabs, and keep pushing the x86 architecture to higher performance. The monopoly position gave them the profits to invest in superb manufacturing. They failed in memory. They failed in phones. They fell behind in graphics. This let other companies fund contract fabs like TSMC, which could build the same or better chips for others. Intel's fab is captive, so its chip cost will never be cheap because it relies on only one product line/customer to pay for the fab and can't share cost for the fab. They can catch up, but to drive cost down they must be a foundry too, as Samsung has learned and is doing. Monopolies are gravy trains, but they seldom last forever in technology.
@cheblack677
December 19, 2023 at 8:57 am
Intel probably will get governmental handouts and keep lingering the behind competition.
@OzzyBoganTech
December 19, 2023 at 8:57 am
lol this did not age well
@esra_erimez
December 19, 2023 at 8:57 am
My dad learned how to program x86 assembler language from Pat Gelsinger's book. He has complete confidence in Pat
@sistajoseph
December 19, 2023 at 8:57 am
He who sows the wind: shall reap the whirlwind.
@rustymu87
December 19, 2023 at 8:57 am
I love CNBC ❤
@Vinto100
December 19, 2023 at 8:57 am
Can somebody explain why Chip designers like Apple, Qualcomm use Intel's 2.0 foundry service as these designs could be confidential to Intel's attempt in optimising their own designs. Same question on Samsung, basically how a chip designer could manufacture designs of other competitors. Just trying to learn?
@albback8176
December 19, 2023 at 8:57 am
The plan is simple. Lure both companies with subsidies, then pull the rug once they commit. Ask Joe.
@Fred_the_Head
December 19, 2023 at 8:57 am
That’s the spirit, Intel. You’re only 5 years behind the curve.
@paulbellas8797
December 19, 2023 at 8:57 am
Sounds like Intel is being forced to get competitive. For 30 years I saw them milk the PC CPU market. Finally AMD caught them and forced their hand. Also, smart phone and ARM chips took a big bite out of their profits. Now, they are trying to manufacture for others. Looks like a great sophisticated business scrambling to compete and stay relevant. Wish you great success intel. Get out on the field and score…
@paulbellas8797
December 19, 2023 at 8:57 am
The description of chip size shows some really big misunderstanding of circuit size by CNBC. The nanometer description describes the size of the circuit pathway inscribed on the chip and not the size of the chip. You can have really big chips at 2nm and really small chips that are 10nm. Really depends on the number of transistors and transistor size.
@claudiadancing4389
December 19, 2023 at 8:57 am
I want to invest!
@Zeroneii3
December 19, 2023 at 8:57 am
they are making a comeback
14th gen is really promising, especially the new i3
@Department_of_Justice
December 19, 2023 at 8:57 am
Bribe congress to gatekeep?
@glenjo0
December 19, 2023 at 8:57 am
Wall St wrecked Intel.
@thebaldpizzaman6319
December 19, 2023 at 8:57 am
Tbh I just hope that we can get NVIDIA in here and make it a three way competition. More competition between companies is always good for customers.
@Han-es8qu
December 19, 2023 at 8:57 am
Intel=Kodak
@PetrKerka-hc2vk
December 19, 2023 at 8:57 am
Jste skvělí. Je 19 00
@fred_williams
December 19, 2023 at 8:57 am
The key to big returns is not big moving stocks. It's managing risk in relationship to reward. Having the correct size on and turning your edge as many times as necessary to reach your goal. That holds true from long term investing to day trading
@PetrKerka-hc2vk
December 19, 2023 at 8:57 am
Je důležité aby výsledky techniky sloužily k blahu celého lidstva
@newamericanconsensus1547
December 19, 2023 at 8:57 am
🇺🇸 must dominate 🌍 chip production
@user-iq1iz5dd7m
December 19, 2023 at 8:57 am
If they can create cheaper product that can compete to TSMC then they can dominate the market. Just the salary alone is already expensive compare to TSMC that based in ASIA
@rickstorm8948
December 19, 2023 at 8:57 am
Lets bring chip making back to the US from S Korea and Taiwan…. This is not just a business necessity but a national security issue.
@jjrr1688
December 19, 2023 at 8:57 am
Government Policy makes possibility to win. That's the key.
@bingbong7
December 19, 2023 at 8:57 am
not looking too good with AMD lol
@nesseihtgnay9419
December 19, 2023 at 8:57 am
great job Intel, keep on going
@areeyedee
December 19, 2023 at 8:57 am
let’s stop buying things that we don't really need from them and stop pumping up dictator’s economies. Human Rights is an issue not only in China but India and Bangladesh as well. We all support them by giving them our Money. I even made a song about it recently and the video has done well showing that people are generally interested in making a difference but still need to just do it and stop taking about doing it.
@Bobbyleejoe2556
December 19, 2023 at 8:57 am
All the engineers are Chinese. 😂😂😂
@GeonQuuin
December 19, 2023 at 8:57 am
What Intel needs to do is cut dividends and use the savings to invest more into itself
@alfredcam5213
December 19, 2023 at 8:57 am
Chinese government tech investment budget was 1.5 TRILLION in 2020. For those keeping track, that's three years ago. America needs a course change, and FAST.