bodyType

customContents

entityId

printArticlePageQuery

filter

article

body

urlAlias

articleSectionsContent

articleSeoArticle

articleSourceHeaderArticle

contentSchemaRenderContent

contentSubHeadlineContent

contentHeadlineContent

mainImagePrintArticleArticle

authorBlockPrintArticleArticle

contentSponsorTagContent

articlePianoPaywallContent

scmpYoutubeContent

hooksTrackPageViewArticle

query printArticlePageQuery(
  $entityId: String!
  $customContents: [CustomContentInput]
  $bodyType: BodyFormatTypeEnum
) {
  article(filter: {entityId: $entityId}) {
    entityId
    body(customContents: $customContents, type: $bodyType) {
      json
    }
    urlAlias
    ...articleSectionsContent
    ...articleSeoArticle_3o8td4
    ...articleSourceHeaderArticle
    ...contentSchemaRenderContent
    ...contentSubHeadlineContent
    ...contentHeadlineContent
    ...mainImagePrintArticleArticle
    ...authorBlockPrintArticleArticle
    ...contentSponsorTagContent
    ...articlePianoPaywallContent
    ...scmpYoutubeContent
    ...hooksTrackPageViewArticle
    id
  }
}

fragment articlePianoPaywallContent on Content {
  __isContent: __typename
  ...hooksPaywallPromiseContent
}

fragment articleSectionsContent on Content {
  __isContent: __typename
  sections {
    value {
      ...helpersCheckIfNewsSectionInFirstIndexSection
      ...entityLink
      name
      id
    }
  }
}

fragment articleSeoArticle_3o8td4 on Article {
  ...hooksArticleSeoArticle
  ...helpersCheckIsPostiesArticle
  ...helpersGetArticleTypeArticle
  entityId
  publishedDate
  updatedDate
  summary {
    text
  }
  subHeadline {
    text
  }
  body(customContents: $customContents, type: $bodyType) {
    text
  }
  keywords
  sections {
    value {
      name
      id
    }
  }
  topics {
    name
    entityId
    id
  }
  urlAlias
  authors {
    name
    id
  }
  images {
    style(filter: {style: "768x768"}) {
      url
    }
  }
  readingTime
}

fragment articleSourceHeaderArticle on Article {
  urlAlias
  ...entityLink
}

fragment authorBlockPrintArticleArticle on Article {
  ...defaultArticleDateContent
  ...authorNamesArticle
}

fragment authorNameAuthor on Author {
  ...entityLink
  name
  entityUuid
}

fragment authorNamesArticle on Article {
  authorLocations
  authors {
    entityId
    location
    ...authorNameAuthor
    id
  }
}

fragment blockquoteQuoteContent on Content {
  __isContent: __typename
  ...contentShareWidgetContent
}

fragment checkersCheckContentContainsStarlingImageContent on Content {
  __isContent: __typename
  topics {
    entityId
    id
  }
}

fragment contentHeadlineContent on Content {
  __isContent: __typename
  headline
  socialHeadline
  ...contentHeadlineTagContent
  ...helpersUseContentSponsorContent
}

fragment contentHeadlineTagContent on Content {
  __isContent: __typename
  ...hooksContentHeadlineTagContent
}

fragment contentNewsletterWidgetContent on Content {
  __isContent: __typename
  topics {
    relatedNewsletters {
      ...helpersMassageToNewsletterItemNewsletter
      id
    }
    id
  }
  sections {
    value {
      relatedNewsletters {
        ...helpersMassageToNewsletterItemNewsletter
        id
      }
      id
    }
  }
  ... on Article {
    relatedNewsletters {
      ...helpersMassageToNewsletterItemNewsletter
      id
    }
  }
}

fragment contentSchemaRenderContent on Content {
  __isContent: __typename
  ...blockquoteQuoteContent
  ...imageContent
  ...inlineWidgetContent
  ...photoGalleryWidgetContent
  ...scmpYoutubeContent
}

fragment contentShareWidgetContent on Content {
  __isContent: __typename
  entityId
  urlAlias
  shortUrl
  socialHeadline
  headline
}

fragment contentSponsorTagContent on Content {
  __isContent: __typename
  ...helpersUseContentSponsorContent
}

fragment contentSubHeadlineContent on Content {
  __isContent: __typename
  subHeadline {
    json
  }
  summary {
    json
  }
  ...contentSchemaRenderContent
}

fragment defaultArticleDateContent on Content {
  __isContent: __typename
  ...hooksArticleDateUtilsContent
}

fragment entityLink on BaseWithApplicationAndUrlAlias {
  __isBaseWithApplicationAndUrlAlias: __typename
  __typename
  entityId
  entityUuid
  urlAlias
  urlRedirect {
    toUrl
    id
  }
  application {
    entityId
    id
  }
  ... on Section {
    fullSectionPath {
      entityId
      id
    }
    parentSection
  }
  ...helpersAppBarVariantBase
  ...helpersApplicationBase
  ...helpersCheckIsPlusArticle
  ...helpersStyleSectionContent
}

fragment helpersAppBarVariantBase on BaseWithApplicationAndUrlAlias {
  __isBaseWithApplicationAndUrlAlias: __typename
  ...helpersCheckIsLiveArticle
  ...helpersCheckIsPlusPage
  ...helpersCheckIsPostiesArticle
  ...helpersCheckIsPostiesPage
  ...helpersCheckIsPostMagazineArticle
  ...helpersCheckIsStyleArticle
  ...helpersSectionContent
  ...helpersStyleSectionContent
}

fragment helpersApplicationBase on BaseWithApplicationAndUrlAlias {
  __isBaseWithApplicationAndUrlAlias: __typename
  ...helpersCheckIsPostiesArticle
  ...helpersCheckIsPostiesPage
  ...helpersCheckIsPlusPage
}

fragment helpersCheckIfNewsSectionInFirstIndexSection on Section {
  name
}

fragment helpersCheckIsAmpEnabledArticle on Article {
  entityId
  types {
    value {
      entityId
      id
    }
  }
  sections {
    value {
      entityId
      id
    }
  }
  disableOffPlatformContent
  sponsorType
  published
  ...helpersCheckIsPlusArticle
  ...helpersCheckIsPostiesArticle
}

fragment helpersCheckIsLiveArticle on Article {
  flattenTypeIds
  liveArticle {
    status
    id
  }
}

fragment helpersCheckIsMainTopicContent on Content {
  __isContent: __typename
  topics {
    entityId
    id
  }
}

fragment helpersCheckIsPlusArticle on Content {
  __isContent: __typename
  ... on Article {
    paywallTypes {
      entityUuid
      id
    }
  }
}

fragment helpersCheckIsPlusPage on Page {
  urlAlias
}

fragment helpersCheckIsPostMagazineArticle on Article {
  sections {
    value {
      entityId
      id
    }
  }
}

fragment helpersCheckIsPostiesArticle on Article {
  sections {
    value {
      entityId
      id
    }
  }
}

fragment helpersCheckIsPostiesPage on Page {
  urlAlias
}

fragment helpersCheckIsStyleArticle on Content {
  __isContent: __typename
  sections {
    value {
      entityId
      id
    }
  }
}

fragment helpersGetArticleTypeArticle on Content {
  __isContent: __typename
  ... on Article {
    types {
      value {
        entityId
        id
      }
    }
  }
}

fragment helpersMassageToNewsletterItemNewsletter on Newsletter {
  entityId
  name
  alternativeName
  description {
    text
  }
  summary {
    text
  }
  homepageDescription {
    text
  }
}

fragment helpersSanitizeArticleTypeEntityIdsArticle on Article {
  types {
    value {
      entityId
      id
    }
  }
}

fragment helpersSanitizeAuthorTypesArticle on Article {
  authors {
    types
    id
  }
}

fragment helpersSanitizedAuthorEntityIdsArticle on Article {
  authors {
    entityId
    id
  }
}

fragment helpersSectionContent on Section {
  fullSectionPath {
    entityId
    id
  }
}

fragment helpersStyleSectionContent on Section {
  fullSectionPath {
    entityId
    id
  }
}

fragment helpersUseContentSponsorContent on Content {
  __isContent: __typename
  topics {
    entityId
    sponsor {
      ...sponsorTagSponsor
      name
      type
      id
    }
    id
  }
  ... on Article {
    sponsorType
  }
  ...helpersCheckIsMainTopicContent
}

fragment hooksArticleDateUtilsContent on Content {
  __isContent: __typename
  createdDate
  publishedDate
  updatedDate
}

fragment hooksArticleSeoArticle on Article {
  ...helpersCheckIsPostiesArticle
  ...helpersCheckIsPostMagazineArticle
  ...helpersCheckIsStyleArticle
  ...hooksContentHeadlineTagContent
  ...helpersCheckIsAmpEnabledArticle
  entityId
  headline
  socialHeadline
  types {
    value {
      entityId
      id
    }
  }
  authors {
    entityId
    id
  }
  images {
    generic_og: style(filter: {style: "og_image_scmp_generic"}) {
      url
    }
    styles(filter: {styles: ["og_image_posties_article", "og_postmag", "og_image_style", "og_image_scmp_analysis", "og_image_scmp_explainer", "og_image_scmp_editorial", "og_image_scmp_fact_check", "og_image_scmp_debate", "og_image_scmp_live", "og_image_scmp_obituary", "og_image_scmp_opinion", "og_image_scmp_review", "og_image_scmp_series", "og_image_scmp_generic"]}) {
      url
      style
    }
    type
  }
  urlAlias
}

fragment hooksContentHeadlineTagContent on Content {
  __isContent: __typename
  __typename
  ... on Article {
    types {
      value {
        name
        entityId
        description {
          text
        }
        id
      }
    }
    ...helpersCheckIsStyleArticle
  }
  flag
  sections {
    value {
      name
      id
    }
  }
  ...hooksContentHelperContent
}

fragment hooksContentHelperContent on Content {
  __isContent: __typename
  ...helpersSanitizeArticleTypeEntityIdsArticle
  ...helpersSanitizeAuthorTypesArticle
  ...helpersSanitizedAuthorEntityIdsArticle
  flag
}

fragment hooksPaywallPromiseContent on Content {
  __isContent: __typename
  entityId
  ...helpersCheckIsPostiesArticle
}

fragment hooksTrackPageViewArticle on Article {
  entityId
  publishedDate
  headline
  sections {
    value {
      name
      id
    }
  }
  urlAlias
  authors {
    name
    id
  }
  entityUuid
}

fragment imageContent on Content {
  __isContent: __typename
  headline
  ...checkersCheckContentContainsStarlingImageContent
}

fragment inlineWidgetContent on Content {
  __isContent: __typename
  ...contentNewsletterWidgetContent
}

fragment mainImagePrintArticleArticle on Article {
  images {
    title
    url
    isSlideshow
    size_652x446: style(filter: {style: "652x446"}) {
      url
    }
  }
}

fragment photoGalleryDialogContent on Content {
  __isContent: __typename
  __typename
  ...contentShareWidgetContent
}

fragment photoGalleryWidgetContent on Content {
  __isContent: __typename
  ...photoGalleryDialogContent
}

fragment scmpYoutubeContent on Content {
  __isContent: __typename
  entityId
  urlAlias
  publishedDate
}

fragment sponsorTagSponsor on Sponsor {
  name
  type
  images {
    url
  }
}


sections

types

disableOffPlatformContent

sponsorType

published

headline

socialHeadline

authors

images

publishedDate

updatedDate

summary

subHeadline

keywords

topics

readingTime

authorLocations

entityUuid

Bloomberg

Intel Corp unveiled an ambitious bid to regain its manufacturing lead by spending billions of dollars on new factories and creating a foundry business that will make chips for other companies. The stock jumped about 5 per cent.
The plan, launched Tuesday by new chief executive officer Pat Gelsinger, is an aggressive move that puts Intel into direct competition with Taiwan Semiconductor Manufacturing Co, the world’s most-advanced chip maker.
Gelsinger will spend an initial US$20 billion on two new plants in Arizona to support Intel’s attempt to break into the foundry business. Intel plans even more factories in the US, Europe and elsewhere, with the CEO pledging that the majority of the company’s chips will be manufactured in-house.

Intel dominated the US$400 billion industry for decades by making the best designs in its own cutting-edge factories. That strategy crumbled in recent years as the company missed deadlines for new production technology, while most other chip makers tapped foundry specialists to make their designs.
Intel’s factories now trail TSMC and Samsung Electronics Co, which make chips for Intel competitors, such as Advanced Micro Devices Inc, and big Intel customers including Amazon.com Inc and Apple Inc.
The plan will give Intel “a unique ability to have leadership products, with the leadership supply chain and leadership cost structure across every portion of our business,” said Gelsinger, who rejoined the company earlier this year. “We are off to the races, we’re going to be at parity and then to move to sustained leadership, over time.”
Gelsinger’s predecessor considered abandoning Intel’s in-house manufacturing entirely and some investors wanted the company to cut costs by outsourcing production. The new plan scraps those approaches and represents an expensive, multi-year recommitment to Intel’s manufacturing heritage.
During a presentation on Tuesday, Intel forecast capital expenditure of as much as US$20 billion in 2021, up from US$14 billion last year. The company also projected revenue this year that missed Wall Street estimates.
The company’s problems came to a head last year with a delay in its latest 7-nanometer production process. That followed similar missed deadlines for the previous 10-nanometer standard.
How a decision 15 years ago contributed to Intel’s fall from grace today
On Tuesday, Intel said the latest manufacturing technique is now progressing well, helped by a simplified process. “Even though the stumble on 10 and seven was embarrassing for a company like ours, it’s fixed,” Gelsinger said in an interview. “We understand what the problem is.”
Intel will use TSMC chip foundries for some of its needs, including parts of its most important products, Gelsinger also said. While that is a step beyond what it currently does, the company will still produce the majority of its products internally. The world’s largest chip maker is creating a new unit, called Intel Foundry Services, that aims to “become a major provider of US and Europe-based foundry capacity to serve the incredible global demand for semiconductor manufacturing.” To support this effort, Intel will begin a “significant” expansion of its manufacturing capacity, beginning with two new plants adjacent to its site in Chandler, Arizona. TSMC is also considering building a plant in the area. Intel will announce further capacity expansions in the US, Europe and other global locations later this year. The Santa Clara, California-based company currently has factories in Ireland, Israel and China.
TSMC and Samsung slipped after the news, while shares of semiconductor equipment makers rallied on expectations of increased spending by Intel. Nikon Corp surged as much as 13 per cent, Lasertec Corp rose 7.6 per cent and Tokyo Electron saw a 4.9 per cent increase in Tokyo on Wednesday morning. Gelsinger’s plan is a rallying cry for those who want Intel – and the US – to reassert technology leadership. China is investing hundreds of billions of dollars to develop its own semiconductor industry and there are renewed calls for the US government to support domestic production.
The world is dangerously dependent on Taiwan for semiconductors
There is considerable ground to make up for Intel and the US, though. Some analysts doubt the company can catch TSMC soon, or ever. Doing so will require a heavy investment. TSMC will spend as much as US$28 billion in 2021. That is twice what Intel spent last year.
“We are excited to be partnering with the state of Arizona and the Biden administration on incentives that spur this type of domestic investment,” Gelsinger said in a statement. He later noted that Intel will pursue its plan with or without government incentives.

Intel tried and failed to get into the foundry industry before. That effort failed because its manufacturing process was too tied to its own chip designs, which are primarily high-performance computer microprocessors. That made Intel factories ill-suited to other types of chips, particularly smartphone components that need to be more energy efficient.
“Our past attempts were somewhat half-hearted,” Gelsinger said. The new foundry unit will report directly to the CEO as a stand-alone business with its own profit-and-loss requirements, he added.
Gelsinger also addressed the potential for conflicts between Intel’s own chip efforts and this new business. Under the plan, Intel’s factories will potentially provide production and license technology to companies that compete with its own products.
Intel is committing “serious” production capacity and leading chip technologies to IFS, the CEO said. “Customers will get the best we’ve got to offer” he added. “We’re going about this in a much more aggressive holistic fashion.”
Gelsinger is making other radical changes. IFS will make chips for other companies, based on Intel’s X86 technology. Previously, only AMD was able to create chips using this dominant computing standard. Intel will also embrace rival standards from Arm Ltd. and an open-source alternative called RISC-V.
Why the current semiconductor shortage won’t be the last
Chip manufacturing is unique in that the process of making the tiny components has a large influence on the characteristics and performance of the end product. The best production technology shrinks the transistors on chips so they can store more information, crunch data more quickly, use less power or be cheaper. Intel revenue rose 8 per cent to a record US$77.9 billion in 2020 as the company filled orders for chips in computers needed to work and study from home during the pandemic. This year, analysts predict sales will fall 5 per cent, the first decline since 2015.


Intel to spend billions to revive chip manufacturing in the US and chase TSMC

The Intel logo is displayed outside of the company’s headquarters in Santa Clara, California, on January 16, 2014. Photo: AFP

Intel’s Fab 42 microprocessor manufacturing site is seen in Chandler, Arizona, US on October 2, 2020. Photo: Reuters

An Intel Tiger Lake chip is displayed at the company’s news conference during the 2020 CES tech expo in Las Vegas, Nevada, US on January 6, 2020. Photo: Reuters

Tech

Tech War

Business

Companies


New Intel foundry business will make chips for other companies
CEO Pat Gelsinger says the company will invest US$20 billion in two new Arizona plants



New CEO Pat Gelsinger announces plans to invest US$20 billion in two Arizona plants and create a foundry business that will make chips for other companies.


Intel to spend billions to revive chip manufacturing in the US and chase TSMC

New Intel foundry business will make chips for other companies CEO Pat Gelsinger says the company will invest US$20 billion in two new Arizona plants

New Intel foundry business will make chips for other companies

CEO Pat Gelsinger says the company will invest US$20 billion in two new Arizona plants