Intel is one of the few remaining semiconductor firms that
both designs and manufactures its own chips, but the business model has come
into question in recent years as the company lost its manufacturing lead to the
Taiwanese and Korean companies.
One option urged by some investors would be to outsource
manufacturing. The company said, however, on Thursday that while it plans to
increase its use of outside factories, the majority of its 2023 products would
be made internally.
But licensing technology could help Intel avoid major
investments in rivals' factories that outsourcing deals would likely entail.
"Broadly speaking, that may mean sharing technologies
that we have that they could use or leveraging technologies that others have
developed that we can use as well," outgoing Chief Executive Bob Swan told
an earnings call.
That said, questions remain over how much a licensing deal
would cost and whether a rival firm would even be interested.
Intel did not name companies it might license from but TSMC
and Samsung are its only competitors for high-end chips.
"It seems a little weird to me that TSMC would give
away to the keys to the kindgom unless there's a sizeable payment that went
with it," said Stacy Rasgon, an analyst with Bernstein.
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