Qualcomm CFO Akash palkhiwala recently said at JPMorgan Chase JPM conference that Qualcomm will adopt a diversified OEM strategy in the future. If Intel's technology roadmap is implemented smoothly and appropriate cooperation conditions are provided, Qualcomm will cooperate with it Qualcomm said that the diversified OEM strategy it has adopted for a long time has effectively responded to the rising OEM prices in the past few years, and it will continue to adopt this strategy in the future
Palkhiwala also said that we may be one of the few large semiconductor companies with dual procurement advantages. TSMC and Samsung have both contracted for us before, and our orders in these two enterprises will change over time.
Palkhiwala stressed that if Intel can well implement the technology roadmap and provide appropriate conditions, Qualcomm is very willing to cooperate with them We will cooperate with all leading OEM manufacturers to better balance profits and technology
Previously, Intel has publicly stated that it has reached a cooperation with Qualcomm on the Intel 20A process node. According to Intel, the Intel 20A process will adopt the new ribbonfet and powervia technologies and is planned to be mass produced in the first half of 2024. In addition, Intel 18a process will also be mass produced in the second half of 2024. Intel CEO Kissinger recently disclosed that his Intel 18a process has also found customers.
*Intel also said that it expected to regain its leading edge in chip manufacturing * in 2025, and announced five process development stages to be launched in the next four years, including 10 nm, 7 nm, 4 nm, 3 nm and 20A.