Qualcomm did once consider using Intel nodes, but they backed off eventually.
Qualcomm, which designs chips and outsources manufacturing, wanted to work with Intel, and assigned a team of engineers to work toward making mobile-phone chips at Intel’s factories. It was particularly interested in a cutting-edge chip-making technology that Intel hopes will be the most advanced in the world by late next year.
In early 2022, Intel’s foundry arm sent a delegation to Qualcomm’s San Diego headquarters, where they met with CEO Cristiano Amon. Then Intel missed a June performance milestone toward producing those chips commercially. It missed another in December.
Qualcomm executives concluded Intel would struggle making the kind of cellphone chips they wanted, even if it succeeded in making high-performance processors. Qualcomm told Intel it was pausing work while it waits for Intel to show progress, according to people involved in the discussions.
He said Intel has been more focused on chipmaking technology that works in high-performance processors like those used in PCs. Making chips for mobile phones with limited battery lives requires new skills and new circuit designs. Intel said recently it is collaborating with Arm, a chip-design company that specializes in cellphone circuits.
This was several years ago though. There is a possibilty that Qualcomm might reconsider Intel again, especially after the exciting announcements yesterday.
If Qualcomm does use Intel's nodes, it means they would be simultaneously relying on 3 foundries! That's crazy!
Qualcomm already dual sources their mobile SoCs between Samsung and TSMC.
Adding a third foundry means, they now have to recalibrate their IP for that third foundry (which is Intel, in this case). That is a complicated and costly (?) process.
Not that Qualcomm can't do it. But rather it wouldn't be economical.
So if Qualcomm accepts to use Intel Foundry, then they will probably break away from one of their other sources- either TSMC or Samsung.
Is this a valid assessment?