A key Intel exec has recently admitted that the company is more heavily reliant on third-party manufacturing than it would like. As an outfit that always prided itself on making everything it sold, the expectation that entire CPUs of its upcoming Arrow Lake generation might be made by TSMC, and not at Intel fabs, will be a source of frustration within the company.
In a conference call with investment bank Morgan Stanley, the Chief Financial Officer of Intel discussed how things were going in the chip giant's foundries, market shares, and what's happening next. When asked about its relationship with TSMC, the CFO said everything was great, despite being a competitor, but that Intel was relying a little too heavily on external foundries compared to its own for chip-making duties.
