Intel Makes a Play for Arm Manufacturing

Intel Foundry Services has announced a collaboration with UK chip firm, Arm, in a bid to manufacture the chips designed by Arm. Intel has been working to regain its technological advantage after seeing other companies such as AMD and TSMC surpass it in recent years. In its efforts to achieve this goal, Intel has been expanding its manufacturing capabilities to not only design its own chips but also provide foundry services to other companies. Intel’s collaboration with Arm will open up new options and approaches for any fabless company that wants to access best-in-class CPU IP and the power of an open system foundry with leading-edge process technology. The collaboration makes sense, given that Arm is one of the most innovative chip designers, but it does not manufacture any of the chips it designs. Instead, companies license Arm’s designs, relying on other companies to manufacture the resulting chips. TSMC has long been the leading manufacturer for companies that rely on creating their Arm-based chips, but tensions between China and Taiwan have raised concerns about the long-term viability of continued reliance on TSMC. Intel clearly sees an opportunity to position itself as an alternative to TSMC, providing manufacturing services that offer more stability and long-term reliability.

Pat Gelsinger, CEO of Intel Corporation, said, “There is growing demand for computing power driven by the digitization of everything, but until now fabless customers have had limited options for designing around the most advanced mobile technology. Intel’s collaboration with Arm will expand the market opportunity for IFS and open up new options and approaches for any fabless company that wants to access best-in-class CPU IP and the power of an open system foundry with leading-edge process technology.”

Rene Haas, CEO of Arm, added, “Arm’s secure, energy-efficient processors are at the heart of hundreds of billions of devices and the planet’s digital experiences. As the demands for compute and efficiency become increasingly complex, our industry must innovate on many new levels. Arm’s collaboration with Intel enables IFS as a critical foundry partner for our customers as we deliver the next generation of world-changing products built on Arm.”

By collaborating with Arm, Intel is opening up more possibilities for fabless companies to design chips that are powered by Arm-based CPUs, which are used in the majority of smartphones, tablets, and an increasing number of computers. Arm’s secure, energy-efficient processors are also the foundation of hundreds of billions of devices worldwide. As the demands for computing power and efficiency become more complex, the semiconductor industry must innovate on many new levels, and the collaboration between Intel and Arm will enable IFS to become a critical foundry partner for customers as they deliver the next generation of world-changing products built on Arm.

In recent years, Intel has been striving to regain its technological advantage after seeing other companies surpass it. To achieve this goal, the company has been rapidly expanding its manufacturing capabilities to not only design its own chips but also provide foundry services to other companies. Intel’s collaboration with Arm is a strategic move that opens up new options and approaches for fabless companies that want to access best-in-class CPU IP and the power of an open system foundry with leading-edge process technology. By providing manufacturing services that offer more stability and long-term reliability, Intel sees an opportunity to position itself as an alternative to TSMC, which has long been the leading manufacturer for companies that rely on creating their Arm-based chips.