"It's hard to see how Tata's first fab matters to Intel, because it will mostly build logic chips using manufacturing processes that aren't suitable for creating Chipzilla's flagship server and PC processors. Tata is also yet to send a single chip out the door, so is an unproven player The Register believes Intel is more interested in Tata's OSAT facilities. Intel already outsources some chip packaging to South Korea's Amkor."
"A similar relationship with Tata could make it easier for Intel to target India's fast-growing PC market. Incomes in India remain low by global standards, so if Intel is going to sell PC processors in India it will need products that let it hit low price points. The mentions of PCs tailored to Indian needs, and AI hardware reference designs, suggests Intel could create products tailored to Indian buyers."
Intel and Tata announced an alliance to explore local manufacturing and packaging of Intel products at Tata Electronics' upcoming Fab and OSAT facilities and to collaborate on advanced packaging in India. The partnership includes collaboration on consumer and enterprise hardware enablement, semiconductor and systems manufacturing, and plans to explore rapidly scaling AI-tailored PC solutions using Intel's AI compute reference designs. Skepticism exists about the Tata fab's suitability for Intel's flagship chips and Tata's unproven production record, so Intel appears likely to prioritize Tata's OSAT capabilities to serve India's price-sensitive, fast-growing PC market.
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