{"id":463594,"date":"2024-10-23T08:51:47","date_gmt":"2024-10-23T06:51:47","guid":{"rendered":"https:\/\/www.ecinews.fr\/?p=463594"},"modified":"2024-10-23T08:56:49","modified_gmt":"2024-10-23T06:56:49","slug":"intel-foundry-chercherait-a-conclure-une-alliance-avec-samsung","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/intel-foundry-chercherait-a-conclure-une-alliance-avec-samsung\/","title":{"rendered":"Intel Foundry chercherait \u00e0 conclure une alliance avec Samsung"},"content":{"rendered":"<h2>Selon le journal cor\u00e9en <em>Maeil Business<\/em>, le PDG d&rsquo;Intel, Pat Gelsinger, a demand\u00e9 \u00e0 rencontrer personnellement le pr\u00e9sident de Samsung Electronics, Lee Jae-yong, afin de discuter de \u00ab\u00a0mesures de coop\u00e9ration globales dans le secteur de la fonderie\u00a0\u00bb.<\/h2>\n<p>Si elle est mise en place, l&rsquo;alliance Intel-Samsung permettrait l&rsquo;\u00e9change de technologies de processus de fabrication, le partage d&rsquo;installations de production dans le monde entier et la collaboration en mati\u00e8re de recherche et de d\u00e9veloppement, selon le rapport.<\/p>\n<p>La motivation d&rsquo;une telle alliance serait d&rsquo;essayer de contrer le succ\u00e8s exceptionnel obtenu par TSMC dans les n\u0153uds de traitement 5nm et 3nm. Selon certaines rumeurs, Intel et Samsung ont eu du mal \u00e0 gagner des clients avec leurs n\u0153uds 3nm GAA et 20A respectifs, en concurrence avec TSMC. Intel est maintenant pass\u00e9 \u00e0 son processus 18A, mais il semblerait qu&rsquo;il ait eu du mal \u00e0 passer la qualification avec Broadcom, un client potentiel de la fonderie.<\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"bf5byPkYIs\"><p><a href=\"https:\/\/www.eenewseurope.com\/en\/ai-is-not-a-bubble-and-tsmc-is-not-a-monopolist-says-wei\/\">AI is not a bubble and TSMC is not a monopolist, says Wei<\/a><\/p><\/blockquote>\n<p><iframe class=\"wp-embedded-content lazyload\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;AI is not a bubble and TSMC is not a monopolist, says Wei&#8221; &#8212; eeNews Europe\" data-src=\"https:\/\/www.eenewseurope.com\/en\/ai-is-not-a-bubble-and-tsmc-is-not-a-monopolist-says-wei\/embed\/#?secret=jur5LLT1zT#?secret=bf5byPkYIs\" data-secret=\"bf5byPkYIs\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" data-load-mode=\"1\"><\/iframe><\/p>\n<p>Pendant de nombreuses ann\u00e9es, Intel a \u00e9t\u00e9 le leader du march\u00e9 et de la technologie des semi-conducteurs, ses ventes \u00e9tant tir\u00e9es par la domination des processeurs x86 dans les PC. Toutefois, au cours de la derni\u00e8re d\u00e9cennie, l&rsquo;entreprise a pris du retard dans la fabrication de puces et n&rsquo;a pas r\u00e9ussi \u00e0 p\u00e9n\u00e9trer le march\u00e9 des processeurs d&rsquo;application pour smartphones ou \u00e0 concurrencer Nvidia dans le domaine de l&rsquo;intelligence artificielle. Apr\u00e8s avoir \u00e9t\u00e9 un fabricant de composants int\u00e9gr\u00e9 (IDM), Intel est un entrant relativement r\u00e9cent et incoh\u00e9rent sur le march\u00e9 de la fonderie.<\/p>\n<p>Samsung est \u00e9galement un IDM et le leader du march\u00e9 des puces m\u00e9moire, mais il a lui aussi lutt\u00e9 pour persuader les clients que ses processus de fabrication logique offerts en tant que fonderie sont comp\u00e9titifs par rapport \u00e0 ceux de TSMC. L&rsquo;\u00e9cart technologique avec TSMC s&rsquo;\u00e9tant creus\u00e9, la direction de Samsung a pris la d\u00e9cision inhabituelle de pr\u00e9senter ses excuses aux clients, aux investisseurs et aux employ\u00e9s dans le cadre de la pr\u00e9sentation des r\u00e9cents r\u00e9sultats financiers.<\/p>\n<p>\u00ab\u00a0L&rsquo;\u00e9quipe dirigeante de Samsung Electronics souhaite s&rsquo;excuser de ne pas avoir r\u00e9pondu \u00e0 vos attentes en ce qui concerne nos performances. Nous avons suscit\u00e9 des inqui\u00e9tudes quant \u00e0 notre comp\u00e9titivit\u00e9 technique, et certains ont parl\u00e9 de la crise \u00e0 laquelle Samsung est confront\u00e9e. En tant que dirigeants de l&rsquo;entreprise, nous en assumons l&rsquo;enti\u00e8re responsabilit\u00e9\u00a0\u00bb, a \u00e9crit dans une lettre Young Hyun Jun, directeur de la division \u00ab\u00a0puces\u00a0\u00bb de Samsung.<\/p>\n<p>Selon le journal <em>Maeil Business <\/em>, le lundi 21 octobre, un haut responsable d&rsquo;Intel a demand\u00e9 \u00e0 Samsung Electronics d&rsquo;envisager l&rsquo;organisation d&rsquo;une rencontre entre les deux dirigeants des deux entreprises.<\/p>\n<p>Une alliance pourrait \u00eatre le d\u00e9but d&rsquo;un partage des ressources entre Intel et Samsung ou repr\u00e9senter le d\u00e9but d&rsquo;une tentative d&rsquo;Intel de se d\u00e9barrasser de ses activit\u00e9s de fabrication. Les observateurs consid\u00e8rent cette derni\u00e8re hypoth\u00e8se comme la prochaine \u00e9tape pour l&rsquo;ancien leader du march\u00e9 des puces, qui a produit une s\u00e9rie de r\u00e9sultats financiers m\u00e9diocres en 2024.<\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"s4NXuRXvj1\"><p><a href=\"https:\/\/www.eenewseurope.com\/en\/intel-considers-foundry-split-fab-cancellations\/\">Intel considers foundry split, fab cancellations<\/a><\/p><\/blockquote>\n<p><iframe class=\"wp-embedded-content lazyload\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;Intel considers foundry split, fab cancellations&#8221; &#8212; eeNews Europe\" data-src=\"https:\/\/www.eenewseurope.com\/en\/intel-considers-foundry-split-fab-cancellations\/embed\/#?secret=spaId3zgga#?secret=s4NXuRXvj1\" data-secret=\"s4NXuRXvj1\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" data-load-mode=\"1\"><\/iframe><\/p>\n<p>Selon TrendForce, TSMC d\u00e9tenait 62,3 % des parts du march\u00e9 de la fonderie au deuxi\u00e8me trimestre de l&rsquo;ann\u00e9e 24, Samsung arrivant en deuxi\u00e8me position avec 11,5 %. Intel est apparu dans le classement des dix premiers de l&rsquo;\u00e9tude de march\u00e9.<\/p>\n<p>Samsung poss\u00e8de des sites de production en Chine et aux \u00c9tats-Unis, mais aurait repouss\u00e9 ses commandes d&rsquo;\u00e9quipements de lithographie EUV en raison d&rsquo;un manque de demande pour ses services de pointe en mati\u00e8re de production de wafers silicium.<\/p>\n<blockquote class=\"wp-embedded-content\" data-secret=\"LpPEoSEjif\"><p><a href=\"https:\/\/www.eenewseurope.com\/en\/litho-equipment-vendor-asml-trims-sales-forecast-on-fab-push-outs\/\">Litho equipment vendor ASML trims sales forecast on fab push-outs<\/a><\/p><\/blockquote>\n<p><iframe class=\"wp-embedded-content lazyload\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;Litho equipment vendor ASML trims sales forecast on fab push-outs&#8221; &#8212; eeNews Europe\" data-src=\"https:\/\/www.eenewseurope.com\/en\/litho-equipment-vendor-asml-trims-sales-forecast-on-fab-push-outs\/embed\/#?secret=LsAPS0EvJs#?secret=LpPEoSEjif\" data-secret=\"LpPEoSEjif\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" data-load-mode=\"1\"><\/iframe><\/p>\n<p>Intel poss\u00e8de des usines de fabrication de wafers en Irlande et en Isra\u00ebl, mais a d\u00fb reporter la construction de deux usines \u00e0 Magdebourg, en Allemagne, en raison de tensions financi\u00e8res au sein de l&rsquo;entreprise d\u00e9ficitaire.<\/p>\n<p>Une alliance technologique dans le domaine de la fonderie et des proc\u00e9d\u00e9s de fabrication pourrait au moins permettre aux deux entreprises de r\u00e9aliser de plus grandes \u00e9conomies d&rsquo;\u00e9chelle dans leurs op\u00e9rations de fabrication.<\/p>\n<p>Ni Samsung Electronics ni Intel n&rsquo;ont voulu confirmer l&rsquo;existence de r\u00e9unions entre hauts dirigeants, a rapport\u00e9 le <em>Maeil Business<\/em>.<\/p>\n<h4>Liens et articles connexes :<\/h4>\n<p><a href=\"http:\/\/www.intel.com\">www.intel.com<\/a><\/p>\n<p><a href=\"http:\/\/www.samsung.com\">www.samsung.com<\/a><\/p>\n<p><a href=\"http:\/\/www.tsmc.com\">www.tsmc.com<\/a><\/p>\n<p><a href=\"https:\/\/pulse.mk.co.kr\/news\/all\/11146690\">https:\/\/pulse.mk.co.kr\/news\/all\/11146690<\/a><\/p>\n<h4>Articles de presse :<\/h4>\n<p><a href=\"https:\/\/www.eenewseurope.com\/en\/no-date-given-for-samsung-to-meet-preferred-networks-2nm-order\/\">Aucune date n&rsquo;a \u00e9t\u00e9 fix\u00e9e pour la fourniture par Samsung des puces 2nm de Preferred Networks<\/a><\/p>\n<p><a href=\"https:\/\/www.eenewseurope.com\/en\/samsung-texas-fab-could-start-on-2nm-in-2026\/\">Selon un rapport, l&rsquo;usine de Samsung au Texas pourrait commencer \u00e0 produire des pi\u00e8ces de 2 nm en 2026<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Selon le journal cor\u00e9en Maeil Business, le PDG d&rsquo;Intel, Pat Gelsinger, a demand\u00e9 \u00e0 rencontrer personnellement le pr\u00e9sident de Samsung Electronics, Lee Jae-yong, afin de discuter de \u00ab\u00a0mesures de coop\u00e9ration globales dans le secteur de la fonderie\u00a0\u00bb. Si elle est mise en place, l&rsquo;alliance Intel-Samsung permettrait l&rsquo;\u00e9change de technologies de processus de fabrication, le partage [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":393199,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3669],"tags":[3762,2721,3744],"domains":[47],"ppma_author":[3631,6199],"class_list":["post-463594","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-nouvelles","tag-fonderie","tag-intel-fr","tag-samsung-fr","domains-electronique-eci"],"acf":[],"yoast_head":"<title>Intel Foundry chercherait \u00e0 conclure une alliance avec Samsung ...<\/title>\n<meta name=\"description\" content=\"Pat Gelsinger, CEO Intel,a demand\u00e9 \u00e0 rencontrer Lee Jae-yong, Samsung, afin de discuter de &quot;mesures de coop\u00e9ration globales en fonderie&quot;.\" \/>\n<meta name=\"robots\" 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