The Korean giant is reportedly looking to partner up with Intel, and there are higher 'political' aspirations behind the move, especially with President Trump's stance towards the US chipmaker.
Samsung Could Form a Strategic Partnership With Intel, In The Realm of Glass Substrates
Intel has seen interest from the USG on a new level, something we haven't seen before from any other administration. While it was a long fiasco, the conclusion is that the Trump administration managed to snag a 10% stake at Intel, with different conditions that we have discussed in the department. Now, according to Taiwan Economic Daily, citing Korean sources, it is reported that Samsung is looking for a 'strategic partnership' with US chipmakers such as Intel, in a bid to secure a better trade deal with the Trump administration.
It is claimed that Samsung is exploring partnerships with American companies to 'please' the Trump administration and ensure that its regional operations aren't affected by hefty tariffs. It is speculated that if Samsung manages to strike a deal with Intel, it would allow the Korean giant to see an elevated status in the eyes of President Trump, mainly since Intel has become an important factor for the current US administration. While details around how the partnership could pan out are uncertain, we might know how it could turn out.
In a previous report, we discussed how Intel is abandoning its pursuit of glass substrates, and in the midst of it, several engineers from the firm are moving to Samsung's Electro-Mechanics division in the US, since the Korean giant sees glass substrates as an essential part of its prospects. More importantly, since Intel is looking to license its glass substrate technology, Samsung could also play a role in this by producing end solutions for Team Blue, ultimately allowing both firms to leverage the packaging technology.
For now, Samsung's chances of adopting Intel's processes, such as the 18A, are slim, considering it all depends on how the node works out for Team Blue's internal products like Panther Lake. Moreover, given that the Korean giant is looking to produce up to 2nm nodes at its Taylor facility, there would be a conflict of interest in sourcing chips from Intel. However, a strategic partnership could still help Intel in many ways and allow the South Korean delegation to secure a better deal.
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