AMD executive Darren Grasby: Intel's IFS foundry strategy is doomed to fail and related moves may be 'regretful'

On October 9, 2021, according to this site’s news, Pat Gelsinger returned to Intel in March 2021 and has been working hard to restore revenue growth and technology leadership.

Note from this site: Pat Gelsinge previously decided Establish a wafer fab to implement the "IFS (Intel Foundry Services) Plan", which mainly OEMs processors from other companies. In the context of many competitors giving up their own wafer fabs, this can be described as a bold strategy.

In the above behavior, Pat Gelsinger showed a different attitude of humility than before. He has previously said: "In the two and a half years of the IFS program, I will work hard to achieve passing results."

However, Intel is still surpassed by AMD in terms of product supply and adoption of multi-chip packaging technology. AMD surpassed Intel's market capitalization for the first time in November last year.

According to foreign media theregister, at the 2023 Canalys EMEA Forum held recently, When asked whether Intel's IFS strategy could be successful, AMD's executive vice president of strategic partners and EMEA Region President Darren Grasby gave a negative view.

▲ Foreign media theregister

Darren Grasby believes that Intel’s IFS foundry strategy will not succeed and may be a " A regrettable move."

Darren Grasby said: "If you think about AMD's journey, many years ago AMD had its own fab, but we eventually abandoned the fab, which was a turning point for the company and allowed us to invest R&D funds Invest in product roadmaps that are driving our products and leading technologies to market."

Intel is currently building chip production facilities in Arizona, Ohio, and , New Mexico is building multiple packaging plants. And in Europe, Intel is building a chip manufacturing plant in Magdeburg, Germany.

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