Intel has revealed that the world’s semiconductor supply is currently too biased toward Asia and that it wants to correct it. The company says it needs a “more balanced supply chain” as the need for semiconductors to support digital transformation grows. Pat Gelsinger, CEO, noted that 80% of total supply is concentrated in Asia, saying that it is “not a favorable scenario” for “this most important technology.” In an interview with the BBC, Gelsinger said, “Digitalization is progressing in all aspects of humankind, including all smartphones, telemedicine, remote work, distance education, and autonomous vehicles. And digitization cannot be achieved without semiconductors. “This will be central to all aspects of human existence in the future, and the world needs a more balanced supply chain to achieve it. We want to take action for that.” “.
The future of Intel, led by Gersinger, said he said government agencies such as the European Commission are discussing the need to put the supply chain in Europe and establish a “balance of capabilities.” This is also important for securing the supply chain for defense and identifying the source of IP (intellectual property). According to Gartner, on a sales basis in 2020, Intel has sales of $ 70,240 million and a market share of 15.6%, maintaining its position as the world’s top semiconductor vendor. South Korea’s Samsung Electronics (12.5%) and SK Hynix (5.6%) follow. Gartner said strong sales of 5G smartphones led to high growth in 2020 for semiconductor companies such as Qualcomm in the US and MediaTek in Taiwan. In an interview, Gelsinger explained that semiconductor manufacturing is a “competition for production capacity.” The company said it needs to build a foundry for itself and for others to fill the gap while staying ahead of the world of increasing digitalization and growing semiconductor needs. Intel also said it will use Samsung and TSMC in some of its products. He added that the $ 100 billion market is growing rapidly and needs more supply. “Currently (supply) is heavily biased towards Asia. The world needs the United States and Europe in a more balanced way, as has recently become apparent as it emerges from turmoil and challenges. Commercially. It’s also the right requirement for the global supply chain, both for government and defense, “Gelsinger said in January, shortly after the announcement of his appointment as CEO, by 2023, most of his products in-house. He said he would aim to manufacture it. In addition, at the briefing held on March 23, US time, it plans to invest 20 billion dollars (about 2.2 trillion yen) to build two new factories in Arizona, USA, and create 3,000 jobs in the country. Clarified.