Qualcomm CEO: Intel’s Chip Production Still Lacking, Yet Potential for Team Blue to Supply Chips Remains

According to Qualcomm’s CEO, the current state of Intel’s chip production is inadequate to meet their requirements. However, there remains the possibility of a future collaboration between the two companies.

Qualcomm CEO Clarifies Current Limitations But Keeps Doors Open for Intel

Intel finds itself at a challenging juncture as it gears up for enhanced production of its 18A chips, initially earmarked for internal products such as Panther Lake. Despite these advancements, Qualcomm has expressed that Intel’s existing chips fall short of the performance needed for integration into their mobile solutions. In a recent interview with Bloomberg, Qualcomm’s CEO, Cristiano Amon, highlighted this gap while also indicating an openness to potential future partnerships.

Intel is not an option today. We would like Intel to be an option.

This sentiment reflects a broader perception of Intel’s present chip capabilities, particularly as the company has yet to demonstrate the competitive potential of the 18A node. Qualcomm has reiterated its commitment to suppliers TSMC and Samsung for its semiconductor requirements, signaling that Intel has significant ground to cover before it can compete effectively in the industry. The focus now shifts to how Intel’s upcoming Panther Lake chip performs, which represents the company’s first major product utilizing the 18A technology.

It is evident that the future of Intel’s chip business is closely linked to its ability to attract strategic partnerships within its supply chain. CEO Lip-Bu Tan has emphasized a shift away from unfettered spending, noting that “there won’t be any more ‘blank checks.’”This reveals that Intel needs to accelerate progress with its 18A and 14A processes to remain competitive; a decline in momentum now could jeopardize the company’s standing in the next few critical years for Intel Foundry.

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