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Intel moves to spin out foundry business, inks AI chip deal with AWS | TechCrunch

Sep 17, 2024 - news.bensbites.com
Intel is restructuring its chip foundry division, Intel Foundry, into an independent subsidiary while maintaining its current leadership. The company plans to halt chip fabrication projects in Poland and Germany for two years and may scale back its operations in Malaysia. Despite these changes, Intel has secured a deal with AWS to co-develop an AI chip and produce a custom Xeon 6 processor, marking a significant win for the foundry business.

However, Intel has faced financial challenges, posting a net loss of $1.6 billion in Q2 and operating losses of $5.3 billion in H1 for Intel Foundry. The company also lost a potential chip manufacturing agreement with Sony for its next Playstation console. To mitigate these losses, Intel has initiated a $10 billion cost-reduction plan, which includes laying off 15,000 employees and potentially selling its autonomous driving arm Mobileye and its enterprise networking division.

Key takeaways:

  • Intel is transitioning its chip foundry division, Intel Foundry, into an independent subsidiary, with an operating board including independent directors.
  • The company plans to pause its chip fabrication projects in Poland and Germany for two years and may reduce its chip packaging and testing operations in Malaysia.
  • Intel has signed a deal with AWS to co-develop an AI chip using Intel’s 18A chip fabrication process and to produce a custom Xeon 6 processor for AWS.
  • Despite a challenging fiscal year, Intel's stock rose over 6% following a $3.5 billion contract to build chips for the Pentagon and a $10 billion cost-reduction plan, which included laying off 15,000 staffers.
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